Team
John Lindsey is a former apparel industry Senior executive who worked for key brands such as Oshkosh B' Gosh and Jantzen Sportswear. He was with Edward Jones for over 15 years beginning in 1996.
Christina Lindsey Orta, CFP® has been recognized in the Financial Services and Real Estate industries for over 10 years now.
Mark Swartz is an independent financial advisor with nearly two decades of experience in the financial services industry. He specializes in developing unique financial strategies that help clients build and maintain a pension for their...
Alissa Kroeger recently joined Lindsey and Lindsey Wealth Management. Most recently she worked in corporate finance serving individual clients as a Financial Consultant for Fidelity Investments. Prior to working directly with clients,...
Jinell has been in the securities industry since 2007, and came on board with John Lindsey in 2009 while he was still with Edward Jones.Jinell and her husband Mark reside in Simi Valley, and have been married since 2013. Between the...
Emily started with Lindsey & Lindsey and Ascent Wealth Management at the beginning of 2015, with a strong background in administration, but little to no knowledge in the financial industry. She feels fortunate to have had the...
Sydney joined Lindsey & Lindsey and Ascent Wealth Management early 2018. She got her undergraduate degree at the University of California, Santa Cruz. From there, she earned a Juris Doctor from Pepperdine University School of Law. In...
