Lindsay Vitovsky, CFP®, CDFA™ is a native Texan who currently resides in Ellis County with her husband and two children. Lindsay was raised in a large family that included children with special needs and other nationalities. This background was a powerful reason for her current view that most individuals just need to be heard to find out the solutions to their needs.
After witnessing her father run a successful business, Lindsay quickly saw how important it is for businesses to take the proper steps to protect and invest not only the business, but in the owners and its talent. After graduating from UNT in 2004 with her B.B.A., in Entrepreneurship and Strategic Management, Lindsay went immediately to work as a member of Ayres Financial Group, teaching financial educational workshops at the Collin and Dallas County Community Colleges.
In 2006. Lindsay obtained her certification as a CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA™), then the CERTIFIED FINANCIAL PLANNER™ certification in April 2009. In 2010 Lindsay became Vice President of Investment Services for ARMOR Wealth Management as part of her regional responsibilities. Lindsay also holds the series 7, 66 and 24 licenses.
Today, Lindsay continues to work with clients from an educational and "big picture" point of view, making sense of the ever-changing, emotional world of personal and small-business finance. In her spare time, if there is any after putting kids to bed and cleaning up crayon on the walls, she enjoys the outdoors, running, and relaxing with a good book or movie.
For a complimentary consultation or public speaking arrangements, call Lindsay at 469-737-4127, or email her at [email protected]