LINDSEY SHARPE,
AAMS®, CDFA®
Vice President, Financial Planning |
Director of Client Relationship Management
LINDSEY'S STORY
Lindsey is a seasoned financial and wealth advisor with more than 18 years of experience in the financial field. She has a passion for working with families and business owners. She has a strong background in developing wealth planning strategies and helps make financial investing easy to understand. In addition, Lindsey has a deep understanding of the wealth management business, and her exceptional communication skills allow her to enjoy deep and lasting trusted relationships with her clients. Lindsey is a registered investment advisor representative and holds a general lines insurance license in the state of Texas.
Lindsey is a 6th generation central Texas native! She earned her Bachelor of Business Administration degree from The University of Mary Hardin Baylor, with a double major in marketing and management.
In 2019 Lindsey earned the Accredited Asset Management Specialist (AAMS) designation. Lindsey also heads up BKA Wealth's Divorce Consulting Practice and has a specialty in divorce planning.
Lindsey has three wonderful children. Her passion is being able to watch them play sports and attend their activities. They are active in the faith community of Zion Lutheran Church in Walburg.
It is Lindsey's calling to be a financial advisor and realizes that trust is earned. She values her clients, and no one will feel like a number when they work with her. You are important and valued here. Once you become a client of Boyce Wealth Consulting you are immediately family.
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