Mckay Lindsey
WEALTH ADVISOR
PHONE: (801) 228-2068
EMAIL: MCKAYL@SQUIRE.COM
Area of Focus:
- Retirement planning, financial planning, 401(k) plan design
Profile:
Mckay enjoys working with individuals and business owners and is passionate about helping them grow their wealth. He enjoys helping clients design 401(k) plans that meet their business and retirement planning needs. With a background in tax, Mckay helps clients invest in tax-efficient ways through strategic asset location. He loves to solve problems for clients and help them with their financial goals. Mckay joined Squire & Company, PC in January 2017
- Works in the tax and wealth advisory departments
- Enjoys helping clients solve issues and plan for the future
- Has experience in 401(k) plan design, administration, and compliance
- Registered Investment Adviser Representative
Education and Certifications:
- B.S., Utah State University
- MAcc, Utah State University
- Certified Public Accountant
- Personal Financial Specialist
Affiliations:
- Member of the American Institute of Certified Public Accountants
- Member of the Utah Association of Certified Public Accountants
About:
Mckay joined Squire in 2017 after graduating with Bachelor of Science and Master of Accountancy degrees from Utah State University.
Outside of work, Mckay enjoys mountain biking, hiking, tennis, rock climbing/rappelling, travel, kayaking, cooking, and most of all, spending time with his wife and kids.