Lindsey Slattery, AFC®
Client Service Specialist
Lindsey Slattery, AFC® (Accredited Financial Counselor), is our newest team member and joins us remotely from Kansas City, Missouri. With a passion for people, relationship building, and personal and behavioral finance, she is our newest asset in building a team that continually strives to serve our clients at a high level.
While always passionate about personal finance and helping others, it wasn’t until she was selected as a FINRA (Financial Industry Regulatory Authority) Foundation Military Spouse AFC® Fellow in 2022 that she entered the professional financial guidance world. Completing the Fellowship and obtaining her accreditation as a financial counselor in 2023 led to a career change in which her previous skills as a consultant, educator, and business owner all contribute positively to her daily interactions with our clients.
Lindsey is a military spouse and mom to two teenage boys and two active and adorable doodles. When she’s not wrangling her family or shuttling her boys to their activities, you can likely find her on the pickleball court, in the yoga studio, on the golf course, or in her art studio.
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