Erik Lindsey’s entrepreneurial spirit and deep understanding of financial practice make him a valuable partner for individuals and businesses alike. His diverse background includes founding a business at age eighteen, managing the regional division of a multi-million-dollar company and overseeing more than one hundred and twenty employees, establishing a successful real estate portfolio and building his financial planning practice, from the ground up. 

 

Erik’s financial acumen and passion for client success are complimented by an adventurous heart. He’s had an opportunity to connect with the global community, exploring locales such as Myanmar, Peru, France, and Belize. A committed athlete and national Brazilian Jui Jitsu competitor, Erik has spent time in all corners of the United States. This experience with diverse cultures and communities creates a unique understanding of our connection with and responsibility to other people and places. Erik is passionate about helping clients align their investment objectives with their values. His knowledge of sustainable and impact investing is a powerful tool in allowing clients to vote with their dollars for a world that they want to live in and ensuring that their investment portfolios speak the same language as their hearts.