Lindsey helps individuals and families make thoughtful financial decisions as they work toward their long-term goals. She focuses on building strong relationships, solving problems and guiding clients through important financial decisions with clear, straightforward advice. In her role with Dirigo Wealth Management, Lindsey combines investment management with a planning-centered approach shaped by each client’s priorities and circumstances.
Her philosophy begins with listening closely and understanding what matters most to each person she serves. Rather than taking a one-size-fits-all approach, Lindsey tailors her guidance to reflect each client’s experiences, values and goals. She believes financial planning is personal and that effective advice starts with a clear understanding of a client’s life, not just a portfolio.
Lindsey began her career with LPL Financial in Tampa, Florida, in 2018, where she also completed her finance degree and industry certifications. She earned a Bachelor of Science in finance from the University of South Florida and an Associate of Arts in business administration from Hillsborough Community College. She also holds the Accredited Investment Fiduciary® (AIF®) certification.
A detail-oriented and relationship-driven professional, Lindsey brings a thoughtful, steady approach to her work. She emphasizes personal attention, careful listening and practical guidance tailored to individual needs. Her commitment to service also extends into the community, where she stays actively involved with local organizations and volunteer efforts.
Originally from Buffalo, New York, Lindsey spent most of her life in Tampa and now lives in Madison, Maine. Outside the office, she is an active member of the Waterville Rotary Club, Vice President of the board at the Children’s Discovery Museum in Waterville and involved with the Mid-Maine Chamber of Commerce.
Raymond James is not affiliated with any organization mentioned above.
