Lindsey is a Principal and co-owner of CWS Financial Advisors. 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 a graduate of Cornell University and holds BS in Policy Analysis and Management. At Cornell, Lindsey was a four-time letter winner for the women’s volleyball team. Before joining CWS, Lindsey worked in private wealth management for Goldman Sachs and UBS Financial Services in San Francisco, CA
Lindsey is an active member of her community, she enjoys spending time with Joe and their three children.