Lindsey Slattery, AFC^® | Investment Advisor Associate

Lindsey believes that some of the most advantageous financial outcomes begin with understanding.

As an Investment Advisor Associate at Harvey Investment Management, she works closely with individuals and families, especially women, to help them navigate important financial decisions with confidence and clarity. Whether discussing retirement planning, major life transitions, wealth transfer, or long-term financial goals, Lindsey is passionate about helping clients understand not only what decisions are being made, but why they matter.

In addition to her work with clients, Lindsey leads Harvey's educational initiatives, client communications, and strategic content development. She enjoys transforming complex financial topics into practical, understandable guidance that helps clients feel more informed and empowered throughout their wealth-span.

As an Accredited Financial Counselor^® (AFC^®), Lindsey is committed to helping individuals deepen their understanding of their finances and make thoughtful decisions aligned with their goals and values. This designation emphasizes financial education, behavior, and practical guidance, reflecting Lindsey's belief that confidence often comes not from having all the answers but from understanding the available options and having a trusted advisor to help navigate them.

Lindsey is known for her ability to see both the big picture and the details that support it. She brings a highly organized, strategic, and relationship-focused approach to her work, helping clients evaluate opportunities, think through important decisions, and remain focused on what matters most. Her natural curiosity, ability to anticipate needs, and commitment to continuous improvement help her identify solutions and opportunities that others may overlook.

She believes that financial planning is about much more than numbers. It is about helping people align their financial resources with their values, priorities, and vision for the future. Whether working with a couple preparing for retirement, an individual navigating a major life transition, or the next generation beginning to build wealth, Lindsey is committed to creating an environment where questions are welcome and financial confidence can grow.

Lindsey graduated from the University of Georgia and has built her career around communication, client service, and helping people make thoughtful decisions. While her long-term plans involve moving back to Colorado Springs, for now she works remotely from the Kansas City area, where she lives with her husband, kids, and doodle puppies. While she misses the mountains, being able to remain in one area as her two teenage sons finish high school allows her to balance her family needs with her passion for working with our clients and the Harvey team.

As both an advisor and a parent, Lindsey understands firsthand that financial decisions often extend far beyond investments. They are connected to family goals, future opportunities, life's unexpected challenges, and the people we care about most. That perspective continues to shape her approach to planning and her commitment to helping clients use their wealth intentionally and confidently.

Lindsey.Slattery@RIAgroups.com
(719) 960-0971