The opportunity to earn your trust as you begin to share information about yourself, your family, your partner, your needs, your goals, your worries and so much more is one of the most rewarding aspects of being a financial advisor. Once I understand where you are today and where you want to be, we will build a personal and easy-to-understand strategy together. Having a strategy in place will help you become more goal-focused in order to fulfill your aspirations and dreams.
After our initial meeting, should you grant me the opportunity to work with you, I’ll consistently keep the lines of communication open, and together we will adjust your strategy accordingly based on your life changes (business owner transactions, marriage/divorce, adding to your family, saving for college, starting/losing a job, caring for a parent, losing a parent, etc.).
I partner with professionals to help with tax mitigation strategies, to expand the financial knowledge of you and your employees (reducing employee stress builds loyalty and tends to increase productivity at work), to be transparent about fees and more.
I joined the Edward Jones family to help members of our community to prepare for the emotional, physical and financial hardships like those my mom faced while caring for my ailing grandmother. My passion and drive constantly demonstrate how tirelessly I work to help my clients achieve their goals and protect what they’ve worked so hard for. Click on "Request appointment" today so I can understand how to help you too!
*Ben and our three children love old fashioned, Clark Griswold road trips, attending concerts and sporting events, and relaxing on the beach.
*I currently serve on two not-for-profit Boards; River Bend Cancer Services and Aging Connections of Michiana. Ben and I also serve on the Casserole Program for the Homeless Shelter and Marriage Preparation Sponsor Couple Ministries through Christ the King Catholic Church.
- Retirement Income Strategies
- Business Retirement Plans
- Divorce Finances
- Domestic Partner Finances
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Community Outreach
- Spending Time with Family
- Personal Fitness
- Sports Enthusiast
Phone NumberLindsey Downey at (574) 283-0542
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More