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As a Financial Advisor with First Investments & Planning, Lindsey has the opportunity to educate and advise members of her hometown community on investment planning decisions. She takes a hands-on approach, getting to know her clients and each individual situation, to provide the best guidance and advice on meeting future goals. Lindsey is dedicated to the customers she serves and strives to help them succeed.
Lindsey began working in the banking industry in 2010, soon after college. Her first roles covered both personal and business banking, as well as retirement account services. She holds a Bachelor of Science degree in Business Administration, and a Bachelor of Arts in Foreign Languages and Literature, with a concentration in French, both from Colorado State University.
Lindsey is dedicated to her role within the banking industry as is demonstrated by her professional affiliations. She maintains Series 7 and 66 registrations and is working on state life and health certifications. Lindsey is also a Notary Public.
Lindsey knows how to make the most of both quiet moments and active pursuits. She enjoys reading and kickboxing, but if that isn’t enough to keep her busy, her husband and two children can always fill in the gaps.
One of Lindsey’s favorite things about her life is being able to support her children in their passions. She is a member of the Mountain View Skating Club where her daughter pursues figure skating, as well as Girl Scout leader. Of course, she also carves out opportunities to support her son, acting as a parent volunteer at Mountain States International Black Belt Academy, where he participates in Kenpo, Karate and Jujitsu. Lindsey is also a volunteer for both Junior Achievement and Habitat for Humanity.
920 54th Ave
Greeley, CO 80634
Being able to help bring peace of mind and happiness to people by helping them be prepared financially to do what they love is what makes me passionate about what I do.