Meet Lindsey
Lindsey is a Financial Planner based in Green Bay, Wisconsin. Lindsey joined Mercer Advisors in 2021 through the acquisition of AFI Wealth Strategies, where she served as Client Service Representative. After joining Mercer Advisors in a client service role, Lindsey advanced to a financial planning role after four years. Lindsey earned a BBA degree in marketing from the University of Wisconsin-Whitewater and is a CERTIFIED FINANCIAL PLANNER® professional. Lindsey enjoys analyzing clients’ information and figuring out which levers to pull to help enhance their financial situation.
Her working style
While Lindsey is detail oriented and efficient in her day-to-day tasks, she is always looking at the big picture. Lindsey likes to ask questions to ensure she sees things from all angles. Lindsey is known for being approachable, dependable, and committed to helping clients navigate complex financial decisions with confidence.
Lindsey in real life
What keeps you busy outside of work?
I love sports, whether it’s watching or playing them. I like to unwind with a walk and relax with a cup of coffee.
Favorite thing about where you live?
Green Bay is a city with a small town feel. The Green Bay Packers are a bonus.
Any words you try to live by?
Not everything will happen according to your plan. Take the bumps in the road and turn them into opportunities for growth.
Meet Lindsey’s Teammates
Logan Donovan
Wealth Advisor
What Lindsey Says
Logan’s dedication to helping clients feel valued, supported, and comfortable plays a significant role in building client relationships. Logan is a great partner who focuses on strengthening those relationships and helping clients achieve a more secure financial future.
Max Brown
Client Service Specialist
What Lindsey Says
Max is calm and personable with clients, and his willingness to jump in straight away and handle client requests is something I always appreciate. We continue to collaborate on client tasks every day.
Jeffrey Lokken
Sr. Wealth Advisor
What Lindsey Says
Jeff is always focused on clients, whether answering a simple question, reviewing their financial plan, or working through complex situations. He is openly communicative, letting me know what he needs to ensure he can help our clients.
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