Lindsey serves as a Financial Advisor Associate and Director of Client Service. She joined Regatta Capital Group in December 2019.
Lindsey grew up outside of Boston, MA and graduated from the University of Southern California in 2014 with a B.S in Policy, Planning, and Development (emphasis in Real Estate Development). After college, she worked for a Merrill Lynch financial advisory team in Manhattan Beach and Downtown Los Angeles. She then moved to Wells Fargo Advisors with her team where she continued her career in client services.
Lindsey has worked in the industry since 2014 and is passionate about helping clients reach their financial goals. She has significant experience with investment management and financial planning needs, including mortgages, insurance, estate planning, and retirement planning. At Regatta, Lindsey works primarily with Spencer Kelly by using her expertise to help manage and develop their relationships. She is also committed to doing right by Regatta clients and expanding their approach to client service.
In her spare time, Lindsey loves traveling, skiing, and running. She is also a big Boston sports fan and enjoys playing Settlers of Catan.