Lindsay Landin, MS, CFP®, CDFA™

Lindsay has been serving individuals, families, and small business owners with their personal financial planning needs since 2003. She began her career in the financial services industry in college while attending the University of North Texas. Immediately after graduating with a Bachelor’s in Entrepreneurship and Strategic Management, Lindsay primarily focused on serving women in transition, helping them recover financially from divorce, widowhood, or just simply getting a better handle on their financial futures. Lindsay then acquired the Certified Divorce Financial Analyst and the CERTIFIED FINANCIAL PLANNER® designations, and in 2017, graduated from Southern Methodist University with a Master’s in Data Science. Today, Lindsay works with clients of all backgrounds, helping them address their particular needs on an individual, customized basis.

Lindsay currently serves on the DFW Chapter Board as Past President for the non-profit Women in Insurance and Financial Services, and is a member of the Midlothian Chamber of Commerce, WIFS, and the Financial Services Institute. She is Life & Health Insurance licensed, has the Series 7, 66, and 24. 

Lindsay currently lives in Midlothian, TX with her husband Jared, son Roman, daughter Mila, and two adopted dogs Tiko and Pearl.  She loves traveling, reading, endurance sports, exploring the outdoors, cooking, and good coffee and wine.

Phone (513) 241-6325
Fax (513) 357-4293