Paraplanning Team

After graduating with her master’s degree in financial planning, Lindsey began as a director of financial planning, working side by side with advisors within an independent RIA, whose primary focus was business exit and estate planning. As part of the Kestra Planning Group, she finds the most compelling aspect of her role is the ability to work with advisors to bring their planning practice to the next level. Whether it be advisors who want to start planning for the first time, or tenured planners who want to focus deeply on niche planning, Lindsay enjoys helping advisors find the most impactful pillars of planning for their businesses. She favors planning focused on contingency and sale of businesses but can’t help but love all planning topics.

She is originally from a tiny town in West Texas called Floydada, the self-proclaimed “punkin” capital of the world. Many in this small town don’t realize that “pumpkin” is both spelled and pronounced incorrectly by the rest of the world until they are well into early adulthood. Lindsey counts herself as one of the fortunate townsfolk who still secretly holds “punkin” as the most appropriate term for the fall harvest vegetable. Lindsey is a CFP^® candidate.

Larry is an alumnus of University of Virginia and New England Law School in Boston, MA. He graduated cum laude with a Juris Doctorate degree and practiced law in Washington, DC, and Alexandria for over 17 years. His practice was concentrated in the areas of Real Estate, Bankruptcy, Business Planning, Trust and Estates. He served as an Administrative Law Judge in the Commonwealth of Virginia and currently is a member of the Virginia Bar. In 1994, he moved to San Francisco, CA, and transitioned to the financial services industry, working with American Express Financial Advisors, Fidelity Investments, and Silicon Valley Bank as an advisor or planner before joining the Kestra Planning Group.

His community involvement spans organizations concerned with health care, hunger, wildlife, the environment, and LGBT rights. He is currently the President of the Board of Directors of Emergency USA, the US affiliate of Emergency, an Italian NGO that provides free, high-quality care to people affected by conflict and poverty. Larry has only historically housed cats that are psychic. Not that he discriminates. It is undetermined whether the cat foresaw his guardianship and acted or if there is a planetary pull.