Lindsey is a Vice President, Client Advisor in Whittier Trust’s South Pasadena office. Lindsey works directly with clients to ensure the appropriate administration of fiduciary and investment agency accounts. Lindsey develops and maintains relationships with banking, insurance, and accounting personnel to facilitate and coordinate the financial activities of our clients.
Prior to joining Whittier Trust in 2007, Lindsey was the Branch Office Administrator at Edward Jones Investments office in Orange County, where she was responsible for the branch’s client services, operations, compliance, and marketing. Prior to working at Edward Jones, Lindsey began her career in marketing with Alliance Environmental Group.
Lindsey graduated magna cum laude with a Bachelor’s degree in Psychology from the California State Polytechnic University, Pomona and is a member of the Psi Chi International Honor Society in Psychology. Lindsey is a graduate of the Cannon Financial Institute’s Trust School and holds the Certified Trust and Financial Advisor (CTFA™) designation. She uses her education to understand our clients’ needs and goals and work toward positive solutions. She is also a member of the Los Angeles Estate Planning Council and is involved with the children’s and worship music ministries at the church she attends.