Lindsey Miles

Investment Advisor Representative, Registered Representative

Since taking her initial financial class as a teenager, Lindsey Miles has been fully invested in making strong financial decisions for herself and later her family.  Taking what she learned in class, she began her personal 401K investments at age 18 and continued to look for additional opportunities to learn about building strengths in this area.  Although her professional career began with 10 years in the Insurance Industry, Lindsey has always made time to focus on her personal financial goals – and she was often helping her friends and family put together budgets and plans as well.  She realized that her passion lies in helping people elevate their finances to meet their life goals and that having control over you finances gives you the freedom of choice in decision making.

Lindsey holds a Series 66, Series 7 and is licensed in Life, Health, Property, Casualty, Disability, Long Term Care and Medicare certified. She graduated from McKendree University with a bachelors in Business Administration.

Lindsey believes that everyone deserves a financial advocate in their corner. That's why she helps clients with no minimum investment requirement. She leverages technology to collaborate with clients to build a comprehensive personalized financial plan and help them stay on track.

 If you have financial goals in mind, or just want to take back control over your finances, please contact Lindsey today.

Phone 502-589-0000
Fax 502-384-1443