Broker Check
Lindsey Cole, MSFP

Lindsey Cole, MSFP

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.