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Lindsey O'Neil

Lindsey’s deep experience in tax helps guide her success in wealth management, working closely with clients to develop goals and objectives to help them achieve financial success.

Lindsey’s background, including a master’s degree in accounting and having worked as controller of a family office for seven years, provides a unique perspective on how to manage the tax implications of investment decisions for high net worth families. She gets to know her clients to understand how they think. Her goal is to give clients peace of mind surrounding their finances to free up their time to do the things they enjoy. Lindsey’s clients leave meetings with confidence, knowing that they have better control over their finances and future.

Lindsey is active in Choreo’s STAR employee network group that connects employees who are interested in women’s work issues. Outside of the firm, Lindsey loves to travel with her family, read books and enjoy the outdoors whether running, biking or hiking.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

  • Certified Public Accountant (CPA)
  • CFP®
  • American Institute of Certified Public Accountants
  • Financial Planners Association

EDUCATION

  • Bachelor of Business Administration, finance and economics, University of Memphis
  • Master of Accounting, University of North Carolina Chapel Hill
See Lindsey’s Office
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