portrait of Lindsey A Downey

About Lindsey

No matter our client's dreams or goals, I take a holistic approach when building a personal and easy-to-understand financial strategy. I accomplish this by understanding where our clients are today and where they want to be in the future. Having a strategy in place helps us become laser focused in order to fulfill your aspirations and dreams.

Life often throws us curveballs (business owner transactions, marriage/divorce, adding to your family, saving for college, starting/losing a job, caring for a parent, losing a parent, etc.). When it does, together, we will adjust your strategy.

I also partner with your tax and legal professionals...

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Divorce Finances
  • Estate & Legacy Strategies
  • Wealth Strategies

Work History

  • Edward JonesJune 2019 to Current

Education

  • Ball State UniversityBachelor of Science

Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Personal Fitness
  • Technology
  • Sports Enthusiast

Team Members

  • April Babcock
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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