Portfolio Analyst/ CFA Candidate
A native Canadian and experienced world traveler, Lindsay came to Brennan Financial Services in 2015 after earning her undergraduate degree in Economics and Finance from the University of Dallas. Her research in economics, financial markets, and investments informs the decisions we make regarding asset allocation across the practice. Lindsay supports clients through each step of our financial planning process, while also assisting our team with case management, investment strategy implementation, and administrative services. Lindsay is confident in the power of the financial plan to help clients reach their goals, and she is motivated by being part of these meaningful changes in people’s lives.