Lead Advisor, Partner
Making time to listen and build a connection is priority number one for Lindsey.
“It’s vital to take time to learn what is important in the lives of our clients,” she says. “Building a great relationship helps us better understand the big picture.”
Throughout her 10 years at Vista, Lindsey has worked with clients to focus on what really matters: making progress toward a long-term goal. Doing so helps liberate them from the anxiety which can arise from short-term fluctuations in the value of their portfolio.
How does Lindsey let off steam in her own life? By skiing in Central Oregon with her family or helping her two daughters with their next Girl Scout patch.