This week’s team member spotlight is on Lindsey! The team took turns asking her questions and we are excited to share our conversation with her. Lindsey shares why she loves being a financial advisor, what inspires her to seek out new challenges and how she fills her time when she is outside of the office. We hope that you enjoy learning more about Lindsey.
TEAM: Tell us about yourself.
LINDSEY: I grew up in Brown’s Point, a quaint suburb of Tacoma, the middle of three girls. Our family later expanded when my father remarried, I am now the middle of five children and have 3 sisters and a brother. I am a graduate of historic Stadium High School and went on to attend the University of Washington. Seeking greater challenges and adventure, I transferred to New York University after 2 years. I graduated with a Bachelor of Science in Finance from the Stern School of Business and started my career working at Merrill Lynch. In 2006, I returned to Seattle and currently live in Ballard with my husband Seth. We have been together for 13 years and love sharing delicious food and wine, traveling and spending time with our siblings and their families.
TEAM: What comes to mind when you think of memorable moments from your childhood?
LINDSEY: What I remember most about my childhood is how much fun it was to grow up with sisters. Having built in best friends is one of life’s greatest gifts. Some of the best memories I have is the time that we would spend with our grandparents at their property at the base of Mount Rainier. I can still close my eyes and picture the dense woods, hear the water from the river and smell the maple bars they gave us as treats for the long ride.
TEAM: What are some other memorable moments in your life?
LINDSEY: The memories that stick out most to me are the moments you know are going to be special but somehow you are still surprised by the emotions that overcome you. Holding my nieces and nephews for the first time. Sharing our wedding day with our closest friends and family. Running the New York City Marathon ~ Specifically, mile 16, the point in the race where you cross over into Manhattan and are hit by the sound wave of thousands of spectators cheering you on for the next 10 miles.
TEAM: What three words do you feel best describe you?
Perceptive. Strong. Determined.
TEAM: What do you believe are your best traits personally and professionally?
LINDSEY: I believe that the words I listed above serve me well both personally and professionally. Personally, I am proud to be dependable to those closest to me. I can be counted on to show up for whatever the occasion calls for, the good times and bad. Professionally, confidence and grit have served me best. No matter what I might be facing, I know there is an opportunity or solution to be found and I will work until I find it.
TEAM: How do you deal with stress?
LINDSEY: I run. While majority of the people I know do not find running to be relaxing, I find it to be therapeutic. Running and yoga are the two things that allow me to silence all the noise and clear my thoughts.
TEAM: What do you do for fun?
LINDSEY: I enjoy being active outdoors; running, hiking, biking, paddle boarding, etc. I enjoy wine tasting in Woodinville or Walla. And most of all, I love to travel!
TEAM: Where is the best place you’ve traveled to and why?
LINDSEY: That’s like asking someone which of their children they like best. I love that travel always brings new experiences and that each place has something that makes it truly unique. I think the experiences and the people you share it with is what makes for the most memorable trips. I have the fondest memories of the Summer I backpacked in Europe with my sisters. It was truly a once in a lifetime experience and I got to share it with two of the most important people in my life.
TEAM: If you could spend next weekend anywhere in the world where would you go and why?
LINDSEY: Antarctica. It’s somewhere I would love to go but somehow never makes it on the short list when we are discussing our next travel destinations.
TEAM: What was the last thing that made you laugh?
LINDSEY: A video of my 2.5 year old niece. She is full of energy and has so much personality, pretty much everything she does makes me laugh! My nieces and nephews are the greatest source of joy in my life.
TEAM: What is one piece of advice that you would give to your nieces and nephews?
LINDSEY: You, and only you, have the power to create the life you want. Never be afraid to make mistakes, always take responsibility for yourself and have the courage & confidence to make the most of it!
TEAM: Tell us something about you that would surprise us?
LINDSEY: I find that most people are surprised to hear that I am Girl Scout Troop Leader. Surprising since I do not have any children of my own. I help 4th & 5th grade girls discover confidence and strength in who they are while challenging them to explore new things. It’s a ton of fun and I get to do things I never thought I would do, like robotics and designing video games. The badge work has really changed since I was a Scout!
TEAM: How did you get involved with the Girl Scouts?
LINDSEY: I’ve always loved volunteering with kids. I’ve been a camp counselor, middle school math aide, and for many years volunteered at the Seattle Children’s Hospital playroom. When I was asked by a fellow Ballard Elks member to be a Girl Scout Leader for the lodge’s troop I jumped at the chance. We have a super troop, 50 scouts that range in age from 5 to 15, so we are always looking for volunteers. I love working with the girls, they are always thinking big and reminding me that anything is possible!
TEAM: Is there anything that they have inspired you to do?
LINDSEY: Write a book for women seeking greater confidence with their finances. The inspiration came from their endless thirst for knowledge but also from our conversations of things that we can each do to make a difference in lives of others. Authoring a book has been an intense journey, I have learned a lot about myself and embracing the creative process. I can’t wait to share the finished book with them and with all of you next year!
TEAM: Is there anything else that you wish you had the courage to do?
LINDSEY: I would like to complete a triathlon. I would need to put some serious practice time in to get comfortable swimming any major distance in open water.
TEAM: When did you first realize that you wanted to be a financial advisor?
LINDSEY: Growing up in the business it is something that was instilled in me from a young age. It was solidified when I moved to New York and found that most of my classmates were seeking careers in investment banking or corporate finance. I wanted a career that would allow me to foster deep relationships and make a difference in the lives of the clients that I work with.
TEAM: What compelled you to return to Seattle and join the team at MWM?
LINDSEY: I was fortunate to work with an amazing financial advising team when I was with Merrill Lynch. The experience I gained while I was there has proved to be invaluable. One of the biggest lessons I observed was advisors who are true to themselves often find the most success. Being true to who I am meant moving back to Seattle and working with my family.
TEAM: What does it mean to you to be carrying on the legacy of your father's business?
LINDSEY: It has been an honor and privilege to work with my father and to succeed him. It means a great deal to both of us. First and foremost, we want to ensure that the planning that has been done for our clients is seen through. Providing seamless continuity to our clients and their families has always been our top priority. As a family business it is vital that we create and maintain a company culture that fosters growth and collaboration for our team members. Being able to transition the leadership without disrupting this culture has been significant. Finally, I aspire to continue to cultivate and grow the life's work that he has built.
TEAM: Which of our core values (family, authenticity, integrity, conviction and impact) resonates the most with you?
LINDSEY: Each of them ring true for me both personally and professionally. The work we do allows us to develop deep and trusting relationships with our clients creating the opportunity for lasting impact. The impact we make in helping our clients and their families achieve financial confidence is why I love what I do.
TEAM: What are your hopes for the future of the financial services industry?
LINDSEY: The industry is always evolving, which excites me. I think that I am most passionate about what financial planning and advising will mean to the younger generations. As we move away from pensions and entitlements, there will be a greater need for proactive saving and planning. The need for education and access will continue to increase, creating an opportunity for more confident, well informed savers and investors. Financial literacy is the future of the financial services industry. The more that we can share our experiences and knowledge, the greater the impact our messaging can have. Empowering people to understand their financial situation today and in the future will help to set them up for long term financial success. The advice I give to my nieces and nephews applies to their financial life as well: you, and only you, have the power to create the financial life that you want.