Our Qualifications

Lindsey has more than 30 years of financial planning experience and, along with his assistants, they serve over 800 clients.  Most of those clients have come by referral as we build lasting client relationships by delivering high quality service.

A Phi Beta Kappa graduate from the University of California at Davis in 1980 with BA degrees in Economics and International Relations, Lindsey also completed designations as a Certified Financial Planner, Certified Fund Specialist, and Master Certified Retirement Specialist.

Lindsey is a life-long Stocktonian whose hobbies have included golf, hiking and coaching youth sports.  He and his wife, Joyce, are members of Quail Lakes Baptist Church where Lindsey is a past Elder Chairman.  He has built a reputation for competence, caring and consistency while serving as a trusted financial advisor.