Lyndsey Taht, CFP^®

Advisor

My Professional Background

With a career spanning roles at a solopreneur RIA, a broker-dealer, and a multi-family office, I’ve gained a broad perspective on what it means to serve clients thoughtfully and effectively. I’ve held Series 7 and Series 66 licenses and am a CERTIFIED FINANCIAL PLANNER® professional. My focus is on helping clients build a solid financial foundation and confidently navigate life’s financial complexities.

My Wealth Management “Why”

I was drawn to financial planning early on after witnessing a strong demand for financial education at my university. As a peer financial coach, I led seminars on budgeting, credit scores, and early retirement planning—experiences that sparked my commitment to helping others feel confident about their finances. That same passion continues to guide me as a financial advisor, where I focus on educating and partnering with clients through every stage of life.

My Personal “Living Fully”

My husband, Karl, and I have called Washington home since 2020 and have truly enjoyed everything the Pacific Northwest has to offer. We love discovering new places and revisiting some of our favorites—whether it’s soaking in the energy of New York and London or winding through the scenic roads of Scotland. Our goal is to visit all seven continents, and we’re excited to be more than halfway there. Exploring new cultures and landscapes has become one of our favorite ways to learn, recharge, and connect.