Lindsay Whaleysmith currently serves as the Leadership Development Diversity & Inclusion Lead at Northwestern Mutual, where the focus is on expanding the distribution system to attract diverse financial advisors. Prior roles include Sales Director, Regional Sales Consultant, and Associate Wealth Management Advisor, which involved managing investments and fostering client relationships. Earlier experience includes positions at Landaas & Company, where notable achievements included managing over 400 client relationships and executing investment strategies, as well as roles at Rhonda T. Williams, CFP American Express Financial Advisors, and American Express Financial Advisors, focused on financial planning and client acquisition. Lindsay holds an MBA in Business Administration and Management from Marquette University and a BA in Economics and Personal Finance from the University of Wisconsin-Madison.
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