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Personalized Service for Comprehensive Wealth Management

We are the Quarterbacks of Your Wealth Team

About us

At Lindsey & Lindsey Wealth Management, we take on the role of financial quarterback, coordinating with your other trusted advisors—such as estate planning attorneys, tax advisors, and insurance professionals—to ensure every aspect of your financial plan is cohesive and aligned with your goals. This integrated approach ensures that no detail is overlooked and that all components of your financial strategy work together harmoniously.

Our Values

As fiduciaries, we are legally and ethically bound to act in your best interest. This means our advice is solely focused on what is best for you, without any influence from third-party commissions or incentives.

Our Team

Our team at Lindsey & Lindsey Wealth Management is comprised of experienced and credentialed professionals who are passionate about helping you achieve your financial goals. We work collaboratively, leveraging each team member's expertise to provide you with the best possible service.

Meet the Lindsey & Lindsey Team

Our Advisor Team

Christina Lindsey Orta, CFP®, CKA®, AEP®
CEO | President | CERTIFIED FINANCIAL PLANNER®
(805) 330-3700 christina@lindseyandlindsey.com
Christina's Bio
Alissa Kroeger, CFP®, CAIA®, CKA®, AEP®
Partner | CERTIFIED FINANCIAL PLANNER®
(805) 330-3700 alissa@lindseyandlindsey.com
Alissa's Bio
Shannon Beahan, CFP®, AEP®
COO | Partner | CERTIFIED FINANCIAL PLANNER®
(805) 330-3700 shannon@lindseyandlindsey.com
Shannon's Bio
Photo of John Lindsey, Founder of L&L and AWM
Our Founder

John Lindsey

Before he retired from the Lindsey & Lindsey, Founder John Lindsey spent more than 15 years of his financial career working for Edward Jones. He was extremely successful: He became a regional leader for 65 Edward Jones offices across California after building his first office from scratch and served as a general partner from 2001–2006. But everything changed for John when two of his daughters, Christina Lindsey Orta and Alissa Kroeger, entered the financial services field.

John's Story: The Bold Advisor
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Our Service Team

Devonney Thurman
Advisory Associate
(805) 330-3700
devonney@lindseyandlindsey.com
Devonney's Bio
Owen Strader
Financial Planning Associate
(805) 330-3700
owen@lindseyandlindsey.com
Owen's Bio
Laura Spear
Office Coordinator
(805) 330-3700
laura@lindseyandlindsey.com
Laura's Bio
Amy Vande Pol
Office Coordinator
(805) 330-3700
amy@lindseyandlindsey.com
Amy's Bio
Emily Wall
Client Service Specialist
(805) 330-3700
ewall@lindseyandlindsey.com
Emily W.'s Bio
Erin Ortega
Client Service Specialist
(805) 330-3700
erin@lindseyandlindsey.com
Erin's Bio
Angela Wykoff
Client Service Specialist
(805) 330-3700
angela@lindseyandlindsey.com
Angela's Bio
Emily Harris
Client Service Specialist
(805) 330-3700
emily@lindseyandlindsey.com
Emily H.'s Bio
Carrie Trudgeon
Client Service Specialist
(805) 330-3700
carrie@lindseyandlindsey.com
Carrie's Bio

Contact Us

We'd Love To Hear From You

Main Location

4195 East Thousand Oaks Blvd.
Suite 125
Westlake Village, CA 91362

Contact Our Team

Office: (805) 330-3700
Toll-free: (855) 334-0033
Fax: (805) 379-0600
team@lindseyandlindsey.com

Office Hours

Mon-Thurs: 8:30am–5:00pm
Friday: 8:30am-2:30pm

Let's Chat!

Meet Your Lindsey & Lindsey Team

Christina Lindsey Orta, CFP®, CKA®, AEP®

CEO | President | CERTIFIED FINANCIAL PLANNER®

Christina Lindsey Orta, CFP® is the CEO and majority partner of Lindsey & Lindsey Wealth Management, Inc. She now has nearly 20 years’ experience in the financial industry. In 2014 she left the corporate world after nearly a decade to join her father, John Lindsey (founder), to grow Lindsey & Lindsey. Most formerly, Christina was a Vice President of Sales for Walton International Group, a Real Estate Private Equity Investment and Development company. While working for Walton, she helped the company expand their distribution throughout the United States raising over $70 Million in securitized private equity capital, making her one of the top producers globally.

Prior to joining Walton, Christina worked for Countrywide Home Loans in the mortgage business for nearly 3 years, most formerly as a Branch Manager in Chandler, AZ. She was one of the youngest branch managers in the firm’s history, and certainly a minority as a female. Mrs. Lindsey Orta started in the financial services industry in 2002 at Edward Jones, working as a Branch Office Associate and on the Equity Marketing & Trading Desks while completing her degree.

Christina received a Bachelor’s degree in Business Administration with an emphasis in finance from Loyola Marymount University in Los Angeles. She currently holds the securities licenses 7, 63 and 24. She is a Certified Kingdom Advisor and holds the CERTIFIED FINANCIAL PLANNER® designation; due to her focus on advanced high net worth planning, she completed the Accredited Estate Planner designation in 2023.

Christina has been married to her amazing husband, Brian Orta, since 2006 and they have 2 girls, Paige (8) and Peyton (4). Being a mother is one of her greatest joys and in her spare time she enjoys collecting and drinking fine wines, gourmet cooking, baking, travel, running, pilates, and spending time with family and friends. For many years she has served on the board of the Rotary Club of Simi Valley in some capacity and is particularly passionate chairing the Constitution Day project, ensuring every 8th grade student in the community gets a personal copy of the U.S. Constitution. Currently, Christina serves on the school board at Hillcrest Christian School as Treasurer. Brian and Christina are very involved in the community and ministry at Godspeak Calvary Chapel of Newbury Park, CA.
Meet Your Lindsey & Lindsey Team

Alissa Kroeger, CFP®, CAIA®, CKA®, AEP®

Partner | CERTIFIED FINANCIAL PLANNER®

Alissa (Lindsey) Kroeger, CFP®, CKA®, AEP®, CAIA®, BFA™, joined Lindsey & Lindsey Wealth Management in 2018 and is a Partner in the firm. In addition to growing up in the industry, as her father, John, founded Lindsey and Lindsey, she has actively worked in and been licensed since 2010. She began her career in the Insurance Services Department at Edward Jones in Tempe, AZ. This is where she became so passionate about providing insurance solutions to our clients. Prior to working directly with clients, Alissa utilized her expertise in wholesaling and distribution for various Alternative Investments ranging from: Hedge Funds, Managed Futures, Private Equity, and Real Estate Investment Trusts. As part of multiple capital raises, she has helped in raising over $4 Billion in assets under management.

Alissa received her bachelor’s degree in Economics from San Diego State University. Over the course of her career, Alissa has constantly strived to continue to grow and develop her expertise. As a result of her continuing education, she has become a Certified Financial Planner™ professional, Certified Kingdom Advisor®, Chartered Alternative Investment Analyst®, Accredited Estate Planner®, and is a Behavioral Financial Advisor™. In addition, she holds the following securities licenses: Series 7, 65, 66.

In 2012, Alissa got married to her wonderful husband John. They have three children, Jackson (2014), Camdyn (2017), and Irelyn (2022). After living in San Diego for about 14 years, she and her family returned to her hometown of Moorpark to not only join the family business but to live closer to her family. Alissa enjoys cooking/baking, interior design, running half marathons, and spending time with the people she loves. John and Alissa are regular attendees at Godspeak Calvary Chapel in Newbury Park, CA where Alissa also volunteers in their Children’s ministry program.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI,ID, IL, KS, KY, MD, MN, NC, ND, NM, NV, NY, OK, OR, SC, SD, TN, TX, WA, WI, VA, UT. No offers may be made or accepted from any resident outside the specific states referenced.
Meet Your Lindsey & Lindsey Team

Shannon Beahan
CFP®, AEP®

COO | Partner | CERTIFIED FINANCIAL PLANNER®

Shannon Beahan, CFP® has been in the financial services industry since 2006. She joined Lindsey & Lindsey Wealth Management in the spring of 2021, transitioning from working with individual clients as a Financial Consultant at Fidelity Investments. Shannon has had the pleasure of serving clients in several capacities, spending a large portion of her career at Ladenburg Thalmann Asset Management (LTAM), most recently as Vice President, Regional Consultant. While working for LTAM, Shannon served as a subject matter expert and resource to financial advisors, building and implementing customized investment strategies for their clients. During her tenure, Shannon’s efforts contributed to a quadrupling of the firm’s assets under management.

Shannon received a Bachelor of Science in Business Management with a concentration in Accounting from Excelsior College in Albany, New York. She also completed a Certificate in Financial Planning from New York University (NYU) in New York City. She currently holds the securities licenses Series 7 and 66. She obtained her Certified Financial Planner™ Certification in 2019.

A California native, Shannon spent many of her childhood years in Idaho, before moving to New York City to pursue a career in Finance. Missing the sunshine, she returned to California for good in 2014. She resides in Thousand Oaks with her yellow Labrador, Eleanor. Shannon enjoys being physically active, traveling with those she loves, and spending time at the beach with Eleanor.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI,ID, IL, KS, KY, MD, MN, NC, ND, NM, NV, NY, OK, OR, SC, SD, TN, TX, WA, WI, VA, UT. No offers may be made or accepted from any resident outside the specific states referenced.

Meet Your Lindsey & Lindsey Team

Devonney Thurman

Advisory Associate

Devonney joined the Lindsey & Lindsey team in 2017 and brings a background in business and client service to her role. She graduated Summa Cum Laude from Grand Canyon University with a degree in Business Management, providing a solid foundation for her work in the financial services industry. Devonney holds both the Series 7 and Series 66 licenses and is committed to helping clients navigate their financial goals with clarity and confidence.

A Thousand Oaks native, Devonney attended Hillcrest Christian School before moving to Arizona for college. Outside of the office, she enjoys traveling, skiing, and spending quality time with friends and family.

Owen team member photo
Meet Your Lindsey & Lindsey Team

Owen Strader

Client Service Specialist

Owen joined Lindsey & Lindsey Wealth Management in March of 2025. He graduated with a degree in Business Administration from California State University San Marcos and is continuing to build his expertise in the financial industry by pursuing licenses and certifications. Originally from Santa Clarita, Owen has returned to his hometown to pursue his passion for finance and serving clients. Outside of work, he enjoys hiking, working on his golf game, and spending time with friends and family. A big fan of live music, Owen loves catching concerts whenever he can and believes that fresh air, fun, and great music go a long way in keeping the mind sharp and the spirit high.

Meet Your Lindsey & Lindsey Team

Laura Spear

Office Coordinator

Laura comes to Lindsey and Lindsey with a strong background in retail and customer service and is excited to work in a new industry that is innovative, exciting, and rewarding. She has been married to her husband Bill since 2013 and is a proud mother of four adult children and two grandchildren. She enjoys hiking, mountain bike riding, traveling, and adventures with her friends and family. Her goal is to zip-line in all the famous places around the world.

Meet Your Ascent Wealth Management Team

Amy Vande Pol

Office Coordinator

Amy joined Lindsey & Lindsey Wealth Management in August of 2025. She holds a Bachelor’s degree in Education and has taught at multiple grade levels, worked in a public library, and gained extensive office experience in roles ranging from a CPA firm to school office management. After spending 20 years in Florida, Amy recently relocated to Thousand Oaks and is excited to begin a new chapter in California. She and her husband enjoy traveling to visit their four children across the country and look forward to exploring all the incredible places California has to offer.

Meet Your Lindsey & Lindsey Team

Emily Wall

Client Service Specialist

Emily joined the Lindsey and Lindsey Wealth Management team in January of 2024. She has recently moved back to her hometown of Thousand Oaks, CA after living in Austin, Texas for the last 7 years. She comes from a background of teaching and wellness management, has a love for helping and serving people in any capacity, and is excited to grow and further her education in the financial industry. Emily enjoys serving at her church, being in the kitchen, and spending time with friends and family.

Erin team member photo
Meet Your Lindsey & Lindsey Team

Erin Ortega

Office Coordinator

Erin joined Lindsey & Lindsey Wealth Management in March of 2025. She comes from a background in childcare and customer service, and while the financial industry is new to her, she has truly enjoyed the learning process and is grateful to be part of such a supportive team. Erin is passionate about her faith and values quality time with family and friends. She enjoys good music, movies, spending time outdoors, and embracing new adventures. Looking ahead, she is excited to continue learning and building a meaningful and rewarding career in the industry.

Angela team member photo
Meet Your Lindsey & Lindsey Team

Angela Wykoff

Client Service Manager

Angela joined Lindsey & Lindsey Wealth Management in March 2025 with more than two decades of experience in the mortgage industry. Throughout her career, she focused on educating seniors and guiding them through the often overwhelming process of customizing Reverse Mortgages to meet their unique needs. Her passion for helping others find financial peace of mind continues to inspire her work today.

Angela and her husband, David, have been married for over 25 years and are proud parents of three children. Grounded in her Christian faith, she values integrity, compassion, and meaningful connection in both her personal and professional life. Outside of the office, Angela enjoys weekends at local car shows with her family and spending time snorkeling and relaxing during their favorite getaways to Kauai.

Meet Your Lindsey & Lindsey Team

Emily Harris

Client Service Specialist

Emily started with Lindsey & Lindsey and Ascent Wealth Management at the beginning of 2015, with a strong background in administration, but little to no knowledge in the financial industry. She feels fortunate to have had the opportunity to learn and grow rapidly in this arena. With goals of furthering her education, Emily hopes to be securities licensed with the Series 7 and 66 soon. Emily got married in 2012 and she and her husband are excited to expand their family in the near future. In spare time, she is very involved in her community church and enjoys going to the movies.

Meet Your Lindsey & Lindsey Team

Carrie Trudgeon

Client Service Specialist

Carrie joined Lindsey & Lindsey Wealth Management in March 2022.  She graduated from Loyola Marymount University with a Bachelor’s of Science.  For the past 10 years she has worked in the accounting industry for various Business Management firms, but is new to Wealth Management and is looking forward to learning and growing in this area.  Carrie got married in 2018 and her and her husband welcomed their first child, Gianna in July 2021.  She enjoys outdoor activities and spending time with family and friends.

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