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Lindsay Holmes, CFP® CPA

Senior Wealth Advisor, Tax Director

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”


Check me out on BrokerCheck

Education, Certifications, & Accolades

  • CPA
  • CFP®

Lindsay's Favorites

Color: Deep Blue

Season: Fall & Spring

Food: Chicken Parmesan Guisseppe

Vacation Spot: Anywhere with family & friends

Movie: My Fair Lady or The Princess Bride

TV Show: Trollhunters



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Interests & Hobbies

How can we help?

or give us a call at 503.667.5355

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