Lindsay is grateful and committed to helping her clients pursue their most important goals, such as financial freedom, sending their children to college, enjoying a comfortable retirement and leaving a legacy for generations to come. She believes in being transparent and accountable with everyone she serves – including business owners, executives, individuals and families – so they feel confident and empowered in their financial lives.
Lindsay is the founder of Shiloh Private Wealth and is affiliated with Raymond James to bring the right experience and tailored financial strategies for her clients. She works diligently to assist her clients’ specific needs with dedicated and focused customer service and the intention of being their trusted wealth advisor for life.
Lindsay also works closely with her client’s CPAs, estate planning attorneys and other trusted professionals to help deliver a comprehensive strategy that leverages everyone’s expertise. It is through this collaboration that comprehensive wealth strategies come to life.
As a CERTIFIED FINANCIAL PLANNER® professional, Lindsay believes the most successful wealth management strategies look at the big picture. Lindsay strives to set herself apart with her commitment to high ethical standards and the delivery of a comprehensive, strategy-focused approach.
Lindsay was born in Texas but raised in the Pacific Northwest. She returned to Texas to attend college at the University of Texas at Tyler, where she earned a BBA in finance. She and her husband, Josh, have been married for ten years and have three children: Tyler, Grayson and Kennedy. In her free time, Lindsay enjoys spending time with her husband and children at their extracurricular activities, attending church, reading and fitness.
As your life and needs evolve as an investor, so will your vision for the future and risk tolerance. Lindsay will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.