Lindsay works with clients to develop and implement individualized planning strategies to help achieve their specific goals.
For more than 10 years, Lindsay has been helping entrepreneurs and their families simplify their financial lives. After earning a marketing degree from St. Vincent College, Lindsay earned a Masters in Business Administration from Joseph M. Katz Graduate School of Business, University of Pittsburgh.
Prior to joining the Waldron team, Lindsay served ultra-high net worth families with PNC Wealth Management and Wells Fargo Advisors. She is a lifelong learner and has earned numerous certifications. She is a CERTIFIED FINANCIAL PLANNER™ Professional, a Certified Trust and Fiduciary Advisor, and a Chartered Financial Consultant and is a frequent media contributor.
At Waldron, Lindsay specializes in implementing individualized planning strategies in the areas of estate planning, cash flow management, charitable giving, risk management, and taxation. She enjoys building long-term relationships with clients through wealth planning.
Outside the office, Lindsay enjoys travel, skiing, and is the owner of a fitness studio. She resides in Peters Township, PA with her husband, Chris and their dog Cota.
