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®
(888) 456-2323 [email protected]
Alissa Kroeger, CFP®, CAIA®, CKA®, AEP®
(805) 330-3700 [email protected]
Shannon Beahan, CFP®, AEP®
(805) 330-3700 [email protected]
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.
Powered by Our People
Our Service Team
Devonney Thurman
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
[email protected]
Office Hours
Mon-Fri: 8:30am–5:00pm