Lindsay is our Senior Wealth Advisor and Tax Director. He’s been doing taxes for over 31 years and financial planning for 17 years. He enjoys helping clients reach their financial goals, navigate the intricacies of financial planning and taxes, and seeing clients get excited about their plans coming together.
He has a B.S. degree in Accounting from Brigham Young University.
What do you like to do in your spare time? “I love spending time with my family. I’ve been married for 34 years and have 6 children and 10 grandchildren. I enjoy scouts and have been a scoutmaster for 6 years. My other hobbies include wood working, specifically on the lathe, reading SyFy books and spending time outdoors.”
Words Lindsay Lives By: “Life is what happens as we make plans”
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