Lyndsi Stender, CFP®
Aldrich Wealth LP
- Financial planning
- Wealth management
Lyndsi has been involved with financial planning and wealth management since 2014. Lyndsi works primarily with families, business owners, and high-net-worth individuals to develop and implement comprehensive financial plans that offer them the best opportunity to achieve their cash flow, investment, retirement planning, insurance and estate goals.
Lyndsi’s experience working with high-net-worth individuals includes creating and presenting financial plans, transferring and distributing assets, generating tax information and rebalancing and monitoring investment accounts. She is passionate about providing her clients with peace of mind and helping them achieve their goals.
Lyndsi graduated from the University of Oregon with a Bachelor of Science in applied mathematics and a minor in business.