Kristin Lindsay

Kristin found her way to Verus Financial Partners as a summer intern in 2018, and we enthusiastically hired her full-time after she graduated from Virginia Tech. At Virginia Tech, she found time to hold leadership roles and volunteer with various organizations, so her servant’s heart and drive fit perfectly with our culture.

Now, Kristin serves as a vice president in Richmond, VA. She both assists advisers with complex client issues and also serves as a primary adviser. Her desire to help is pervasive as she sits on committees at Verus. Her warmth and whimsical nature make her fun as well as highly competent.

Kristin grew up in Salem, Virginia, and this country mouse now resides in Chesterfield with two tabby cat babies, Peanut and Hazelnut. Kristin moonlights as an adjunct professor at Virginia Commonwealth University, teaching retirement planning to aspiring financial planners. In her free time, you can find Kristin dancing salsa and bachata, hiking with friends, or exploring the Richmond food scene.

Kristin holds the following certifications and memberships:

• CERTIFIED FINANCIAL PLANNER^®
• Certified Public Accountant (CPA)
• Member, American Institute of Certified Public Accountants
• Member, Virginia Society of Certified Public Accountants
• Member, Financial Therapy Association (FTA)
• Member, Financial Planning Association of Central Virginia
• Past Board Member, Financial Planning Association of Central Virginia
• Verus Investment Policy Committee and Investment Strategy Group
• Life and Health Insurance Consultant license in Virginia