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Our Qualifications

Lindsey has more than 37 years of financial planning experience and, along with his assistants, they serve over 650 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 from his double major in Economics and International Relations, Lindsey also completed designation as a Certified Financial Planner.

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.

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