Our Team

John Lindsey, CFP®

Chairman | Founder | Certified Financial Planner™

(805) 312-7200

Christina Lindsey Orta, CFP®

CEO | President | Certified Financial Planner™

(805) 312-7200

christina@myascentwealth.com

James L. Cunningham, Jr.

Affiliated Parties: General Counsel

(805) 312-7200

Alissa Kroeger, CFP®, CAIA®, CKA®

Certified Financial Planner™

(805) 312-7200

Shannon Beahan, CFP®

Certified Financial Planner™

(805) 312-7200

Emily Harris

Operations Manager

(805) 312-7200

Laura Spear

Office Coordinator

(805) 312-7200

Sami Motyl

Administrative Assistant

(805) 312-7200

Devonney Thurman

Office Operations & Client Services Administrator

(805) 312-7200

Carrie Trudgeon

Client Relations Manager

carrie@myascentwealth.com

Katy Thomas

Client Services Administrator

(805) 330-3700

katy@lindseyandlindsey.com