Broker Check
Lindsey Borgese

Lindsey Borgese

Office Manager

Lindsey joined the firm in 2013 after being a stay-at-home mom for two years. Lindsey graduated from the University of Texas at Dallas with a degree in International Relations and Business Administration.

She started her career at American Express Financial Advisors (now Ameriprise Financial) where she became licensed and worked as a paraplanner supporting a Platinum level advisor learning the ins and outs of the business as well as managing the back office. She then moved to Chicago, where she worked as an advisor for Stevens Wealth Management, a small boutique firm specializing in high net worth relationships. Her responsibilities included everything from placing trades in client accounts to presenting written financial plans to clients. From there, she made her way to the east coast where she worked as an advisor for Ephrata National Bank.

Lindsey received her CFP® certification in 2007 and is currently a member of the Financial Planning Association, a national organization committed to supporting CFP® professionals and the financial planning process.