Our Team

I joined my father, Christopher Lindbloom, in the wealth management field in 2004 and quickly learned that human connection and understanding form the bedrock of doing well for clients. I recognize that every individual brings a different philosophy to wealth, money, and philanthropy, so our team develops financial and life plans from a blank canvas.

I serve as a dedicated resource in the areas of conventional investments, alternative investments, wealth transfer, real estate, retirement income, long-term care planning, and small business strategy and planning. After completing highly demanding and extensive curricula, I achieved the CERTIFIED FINANCIAL PLANNER® professional designation as well as the Accredited Investment Fiduciary® designation. I also hold the Certification in Long-Term Care designation.

Prior to joining Chris, I worked at the Virginia House of Delegates for eight annual legislative sessions, a formative experience that taught me a great deal about public policy and the demands of operating within a complex, high-pressure organization. I studied French at the University of Richmond and still enjoy practicing my foreign language skills with anyone who will indulge me. I also earned a Master of Business Administration degree from Drexel University. I am honored to have been named a Forbes Best-In-State Financial Advisor in 2024, 2025, and 2026.

I currently serve on the board of trustees for The Virginia Home. Past philanthropic board work includes OAR of Greater Richmond, Richmond Cycling Corps, the Ginter Park Presbyterian Church Endowment Foundation, UnboundRVA, and Curated Culture. 

I love the mountains and outdoor activities, especially mountain biking, hiking, and fly fishing. These interests led to me being a co-founding partner of Outpost Richmond and Current Culture Fly Shop.

I live in Richmond’s Museum District with my family. I am a passionate believer in Richmond’s viability as a great place to live, work, play, and raise a family, and I support organizations that share this vision.

For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.

I’ve always believed that good financial advice starts with a real conversation.

Since beginning my career in financial services in 2006, I’ve had the privilege of helping individuals, families, and business owners make sense of their financial lives and feel more confident about the decisions in front of them. I joined The Lindbloom Group at Janney in 2014, where I work closely with clients to build thoughtful financial plans that reflect not only their goals, but also their values, priorities, and the life they want to create.

My approach is personal and collaborative. I like to understand the full picture: what clients are working toward, what keeps them up at night, what they’re excited about, and where they may need a little more clarity. From there, we can create a plan that feels practical, intentional and built around real life, not just a spreadsheet.

I’m especially passionate about making financial conversations feel more accessible. Whether I’m working with women taking a more active role in their financial lives, young professionals getting started, or families navigating major transitions, my goal is to help clients feel informed, comfortable asking questions, and confident taking the next step.

I’m a CERTIFIED FINANCIAL PLANNER™ professional and also hold the Certified Divorce Financial Analyst® and Accredited Wealth Management Advisor® designations. These areas of study support the work I do with clients across financial planning, tax strategies, college funding, estate planning, and financial analysis during the divorce process.

Beyond my client work, I care deeply about the future of the financial planning profession. I serve on Janney’s Women Financial Advisor Advisory Board, the board of the Financial Planning Association of Central Virginia, and the Advisory Board for Virginia Commonwealth University’s Financial Planning degree program, where I help connect academic curriculum with real-world experience for the next generation of planners.

I’ve also been honored to be named to the Forbes Best-in-State Women Advisors list in 2026 and AdvisorHub’s Advisors to Watch Next Gen list in 2026.

I’m originally from Burlington, Vermont, and moved south to attend East Carolina University, where I earned my bachelor’s degree in business administration with a concentration in marketing. Today, I live in Richmond’s historic Fan District with my husband, Jack, and our two cats. Outside of work, we enjoy traveling, exploring Richmond’s restaurants and neighborhoods, and finding our next excuse for a good adventure.

For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.

I began my career in financial services in 2017 as a Financial Advisor with Truist Wealth, where I developed a strong foundation in wealth management, financial planning, client service, and relationship building. Before entering the financial services industry, I worked in public policy with the Virginia Chamber of Commerce, where I had the opportunity to work directly with businesses across the Commonwealth to better understand their economic development priorities and challenges.

I joined The Lindbloom Group at Janney in 2023, where I focus on the operational and administrative details that help create a smooth, responsive, and well-organized client experience. In my role as Senior Registered Private Client Associate, I support clients with account administration, client onboarding, asset movement, retirement account support, and coordination across Janney’s internal resources. I enjoy helping clients navigate important financial tasks with clarity, accuracy, and care.

Having previously served as a Financial Advisor, I bring both a client-facing perspective and a practical understanding of the planning process. I take pride in being a reliable point of contact for clients and in helping ensure that their requests are handled thoughtfully, efficiently, and with close attention to detail.

I have passed the Securities Industry Essentials® exam and hold the Series 7 and Series 66 registrations. I also hold the Accredited Asset Management Specialist℠ designation through the College for Financial Planning.

Outside of the office, my family and I live in the Southside of Richmond. Much of our time is spent finding new adventures for our kids, hiking, traveling as a family, and enjoying anything that keeps us active and outdoors. I also enjoy reading and recently had the opportunity to coach my son Henry’s tee ball team, an experience I truly enjoyed and look forward to continuing in the years ahead.

I began my career in financial services in 2010 with Wells Fargo, where I gained exposure to both the banking and wealth management sides of the business. Since then, I have built a career defined by adaptability, leadership, and an unwavering commitment to client service. Having held a variety of roles throughout my career, I bring a well-rounded perspective and a depth of knowledge that allows me to serve clients and support advisors at a high level. My experience spans client service, operations, relationship management, marketing, and event coordination, giving me a unique ability to connect the details of day-to-day service with the broader goals of the clients and families we serve.

I joined The Lindbloom Group at Janney in early 2024, bringing with me more than a decade of industry experience and a client first philosophy. Having supported clients through changing markets, evolving technologies, and industry transformations, I understand the importance of adaptability, communication, and consistent service. My experience across multiple facets of the industry allows me to anticipate needs, address challenges proactively, and help ensure clients feel supported, informed, and confident throughout their financial journey. I firmly believe that exceptional service is built on trust, strong relationships, and a genuine commitment to putting clients first.

Outside of the office, I am deeply committed to my faith, family, and community. I am passionate about mentorship, financial literacy, and serving underserved communities. Over the years, I have volunteered with nonprofit organizations including Financial Literacy for Youth (FLY), the American Red Cross, Feed More, and Habitat for Humanity. I have also enjoyed serving as a Girl Scout troop leader and cheer coach, giving me the opportunity to encourage, support, and invest in the next generation while making a positive impact in my community.

My husband and I live in Chesterfield and are proud parents of five daughters and our beloved dog. Much of our time is spent supporting our girls in their many activities, cheering from the sidelines, and making memories together as a family. Life is busy, energetic, and rarely quiet, but it is also filled with laughter, love and adventure. We enjoy traveling to new destinations and discovering our next favorite restaurant. As a family of foodies, we never pass up the opportunity to try something new, from a hidden local gem to an exceptional fine dining experience.

I began my career in financial services in 2019 and quickly learned that exceptional client service is built on trust, communication, and meaningful relationships. Every client’s situation is unique, and I believe that taking the time to understand their needs and priorities helps create a positive and seamless experience.

I joined Janney Montgomery Scott and The Lindbloom Group in May 2026 as a Private Client Associate. In my role, I work closely with clients and every member of the team to help deliver a seamless client experience through account servicing, transactions, and ongoing support. I take pride in ensuring that each interaction is handled efficiently and thoughtfully, allowing clients to focus on what matters most to them.

One of the most rewarding aspects of my work is the opportunity to build relationships with clients across all stages of life. Whether someone is just beginning their financial journey, raising a family, planning for retirement, or enjoying retirement, I enjoy being a dependable resource and helping make every step of the process as smooth as possible.

Building relationships and helping others are values that extend beyond my professional life. Over the years, I have volunteered with the American Heart Association, the Ashland Strawberry Faire, Wreaths Across America, and an annual Veterans Day picnic for combat veterans. These opportunities have allowed me to support causes and events that are personally meaningful while connecting with others and giving back in ways that matter to me.

I am proudly from Philadelphia, Pennsylvania, and moved to Virginia in 2018. Today, I live in Richmond with my fiancé, our son and daughter, two cats, and our dog. I am a passionate Philadelphia Eagles fan and enjoy spending time with my family. Whether I'm riding through the mountains on a motorcycle with my fiancé, visiting amusement parks and tackling the biggest roller coasters I can find with my son, thrifting and antiquing with my daughter, or trying new recipes in the kitchen, I appreciate the moments that bring us together. The experiences I enjoy most are the ones that create lasting memories and allow me to spend meaningful time with the people I love.