Lindsey and Ted lead the firm as owners of Advanced Wealth Management.

Lindsey manages our internal business finances and administration, including business and employment compliance, policy development, bookkeeping, and HR. Lindsey lets our motto, “Building for the future, enjoying the present,” guide both her work and life, finding balance between forward-thinking innovation and savoring the present in every endeavor.

Prior to joining our team in 2011, Lindsey taught Spanish to students from elementary school through university. Lindsey studied Spanish and Political Science at the University of Oregon, where she graduated cum laude. She pursued her passion for language further, earning an MA in Spanish language and literature from Middlebury College. During her studies, she immersed herself in Spanish culture while living and studying in Madrid, Spain.

Outside of work, Lindsey enjoys exploring languages and cultures through travel. She is committed to passing on her love of the Spanish language and curiosity about the world to her son. Lindsey also enjoys gardening and playing soccer and racquetball.