Lindsay McMillin is a Certified Public Accountant with experience in both individual and corporate tax planning and compliance who joined Clark Wealth Partners as a financial advisor in 2022.
She’s a mom of two humans (JP and Camryn) and two doodles who loves being active, reading, and spending time with friends.
It is her purpose and passion to help women feel empowered and confident when it comes to their finances. Many women haven’t had the opportunity to learn about financial management or feel intimidated by the subject.
She also loves helping small business owners find solutions to their retirement planning and financial goals. Being a CPA allows her to understand the whole financial picture and collaborate with their accountant to save them time and money.
The first client meeting is focused on goal setting, and each regular check in that follows allows us to ensure they’re on track to achieving their desired outcomes. Dreaming big is important, and casting the vision is necessary, but evaluating progress over time is the key to success. She also provides a full-service model to guide clients through big financial decisions and life changes.
She truly enjoy solving problems and being a connector for her clients to other service professionals like accountants, estate planning attorneys, health insurance agents, real estate brokers, and more.