Lindsay joined Litman Gregory in 2024 as a member of the Client Services team, with over 10 years of financial industry experience. Prior to joining Litman Gregory, Lindsay worked with Citigroup as a Private Equity Fund Accountant.  She has held several positions including a Registered Representative, Mutual Fund Accountant and Client Services.

Achievements and Credentials:

• Sacramento State University – B.S. in Finance, Risk Management and Insurance
• St. Mary’s College of California – M.S., Financial Analysis and Investment Management
• Previously held Series License 7, 63

Personal Obsessions:

• Spending time with her husband and kids.
• Watching her kids play baseball and softball
• Participating in AKC events with her dog
• New adventures and experiences