Kristin Lindsay
Senior Financial Planner
“I love the puzzle logic of financial planning and always wanted to be in a helping profession,” Kristin says when asked why she chose to become a financial planner. “Financial planning allows me to hear so many wonderful life stories and support people while they write these stories.”
Kristin found her way to Verus as a summer intern in 2018, and we enthusiastically hired her full-time after she graduated from Virginia Tech. At 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 senior financial planner at Verus, assisting advisers with complex client issues and as a primary adviser to some clients. Her desire to serve is still pervasive as she sits on committees at Verus and in her role as the Central Virginia FPA chapter president. 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 Richmond with two tabby cat babies, Peanut and Hazelnut. 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 Planning Association (FPA)
- Member, Financial Therapy Association (FTA)
- Chairwoman, Central Virginia FPA Chapter
- Verus Investment Policy Committee and Investment Strategy Group
- Life and Health Insurance Consultant license in Virginia
A clear path for retirement and beyond.
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