Designations and Licenses

Lyndsey is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Portfolio Management Advisor℠, a licensed attorney in the state of Tennessee and holds variable life and variable annuity, accident and health and life insurance licenses in the state of Tennessee.

Experience and Education

Lyndsey provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Lyndsey was a financial planning analyst with Vishria Bird Financial Group, LLC, where she worked with high-net-worth clients to create individualized plans to help them meet their financial goals.

Lyndsey has bachelor’s degrees in anthropology and criminal justice from Michigan State University and a juris doctorate from the University of Memphis Cecil C. Humphreys School of Law.

Personal Interests

Away from the office, Lyndsey is a Girl Scout troop leader. She loves musical theater, quilting and volunteering in her community.