Lindsey is a Principal and co-owner of CWS Financial Advisors, based in the San Francisco Bay Area. 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 has over 25 years of experience in the wealth management space, starting her career at Goldman Sachs and followed by UBS Financial Services in San Francisco, CA, before joining the predecessor firm of CWS. Lindsey is a graduate of Cornell University and holds a BS in Policy Analysis and Management. At Cornell, Lindsey was a four-time letter winner for the women’s volleyball team.