Lindsay oversees all operations of the firm, and especially enjoys creating new firm efficiencies utilizing technology advancements. She has extensive experience and expertise in tax-efficient investment/portfolio management as well as in financial planning strategies relating to business owners, women, and university faculty/administrators.
Considering only 23% of Certified Financial Planner™ professionals are women, Lindsay is passionate about mentoring + encouraging young women entering the male-dominated industry, and is extremely proud of the diversified make-up of the E&G team.
Lindsay graduated with Honors from Texas Tech University, completing a degree in Personal Financial Planning (summa cum laude). Lindsay grew up in Wyoming, studied in Texas, lived abroad in Spain, and worked in Miami before settling in Athens, Georgia + founding Elwood & Goetz. Her interests outside of the office include all-things-technology, the art of organization, and historic preservation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Elwood & Goetz is a Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.
