Lyndsey Taht
CFP®
Associate Director
- Shareholder
Lyndsey is an Associate Director in Pathstone’s Bellevue office. She is part of the Pathstone team that supports the firm’s high-net-worth clients, helping provide specific, customized financial solutions based upon the client’s needs and overall goals. Lyndsey supports a variety of client relationships and provides a wide range of services including investment performance analysis, tax and estate plan implementation, and charitable gift planning.
Prior to Pathstone, Lyndsey worked at Robert W. Baird as an Associate Financial Advisor serving high-net-worth clients in Denver, CO. There she earned her Series 7, Series 66, and Certified Financial Planner™ designation. She graduated from The University of Texas at Dallas with a Bachelor of Science in Finance and a Bachelor of Science in Business Administration.
Outside of work Lyndsey enjoys cooking and taking road trips with her husband, Karl.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
Group
Certification
Office
Lyndsey is an Associate Director in Pathstone’s Bellevue office. She is part of the Pathstone team that supports the firm’s high-net-worth clients, helping provide specific, customized financial solutions based upon the client’s needs and overall goals. Lyndsey supports a variety of client relationships and provides a wide range of services including investment performance analysis, tax and estate plan implementation, and charitable gift planning.
Prior to Pathstone, Lyndsey worked at Robert W. Baird as an Associate Financial Advisor serving high-net-worth clients in Denver, CO. There she earned her Series 7, Series 66, and Certified Financial Planner™ designation. She graduated from The University of Texas at Dallas with a Bachelor of Science in Finance and a Bachelor of Science in Business Administration.
Outside of work Lyndsey enjoys cooking and taking road trips with her husband, Karl.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
