Savvy Ladies Volunteers

Lindsey Lewis, MBA, ChFC®, CFP®

Volunteer’s Bio

Lindsey Lewis, MBA, ChFC®, CFP® is the Director of The American College Center for Women in Financial Services. She stands as a champion for women and diversity within FinServ. Because of her efforts, she was honored in 2021’s Investment News 40 Under 40 cohort. Currently, she spearheads the Women Working in Wealth social media channels and exclusive events. Prior to joining The College, Lindsey worked as a CFP® practitioner for Soltis Investment Advisors and for Vanguard. In these roles, Lindsey serviced clients as a CFP® Professional facilitating holistic financial planning and creating defined contribution plans for institutional clients. Lindsey is an active mentor to women pursuing degrees and/or careers in financial services. One way she mentors is by hosting the Women of the Woodbury Polished mini-conference at Utah Valley University (UVU), where she received her Personal Financial Planning degree and MBA. During her time at UVU, Lindsey competed as a pole vaulter on UVU’s Women’s Track and Field.

Areas of Expertise (as specified by volunteer)