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.