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Lindsey Splendorio, CFP®

Principal

As a Certified Financial Planner™ professional, Lindsey’s focus goes beyond investments. Her comprehensive approach includes advice on a client’s broader financial picture, including liability management, cash flow, and estate planning concerns. Listening to needs and goals, she develops a simple financial strategy tailored to each unique client.

Lindsey is an active member of her community, she enjoys spending time with Joe and their three children.