Lindsey is a seasoned financial and wealth advisor with more than 15 years of experience in the field. She has a passion for working with both individuals and their families, as well as small business owners, and she has a strong background in developing wealth planning strategies. 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 also holds a general lines insurance license in the state of Texas.
Lindsey is a 6th generation Georgetown, 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. Lindsey is also involved with the AFE Foundation, the Austin Fire Fighters Association, and serves as a consultant to various small business in the area.
In 2019 Lindsey earned the Accredited Asset Management Specialist (AAMS) designation. Lindsey also heads up BKA Wealth's Divorce Consulting Practice and is a Certified Divorce Financial Analyst.
Lindsey has three wonderful children, 12-year old Reagan, 10 year-old Reese, and 7 year-old Keaton. They are active in the faith community of Zion Lutheran Church in Walburg. For fun they play with their two horses Bubba and Ziggy and our new baby chicks.
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.