Meet Lindsay
Lindsay is a Sr. Financial Planner based in Portland, Oregon. She joined Mercer Advisors in 2025 after serving more than seven years at Moss Adams, where she advanced to Associate Advisor. Lindsay began her financial services career at Charles Schwab in 2013. She is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.A. degree in psychology from Arizona State University.
Her working style
Lindsay’s approach is a mix of both analytical and personal — she enjoys diving deeply into the details to assess each individual piece of the puzzle, while also considering your personal tapestry and preferences. She enjoys distilling complex ideas and presenting them clearly and succinctly for her clients and colleagues, to allow them to thoroughly understand and be able to effectively take action on her recommendations.
Lindsay in real life
What keeps you busy outside of work?
Supporting the Portland Timbers (our local MLS soccer team), tasting our local craft beer (or my husband’s, who homebrews), going to concerts and watching stand-up comedy, walking outdoors amidst the trees, and spoiling our two cats.
Favorite thing about where you live?
I enjoy Portland, Oregon, and the Pacific Northwest in general, for not having to travel far to be physically surrounded by trees and greenery.
Why do you like working at Mercer Advisors?
I like the ability to dive deeply into a specialization within my role, and to be connected to others who feel as passionately about their work as I do.
Ready to learn more?
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