Lyndsey Taht, CFP®, currently serves as Associate Director, Senior Advisor, and Advisor at Pathstone since October 2020. Prior experience includes roles as Associate Financial Advisor and NextGen Financial Advisor Trainee at Baird from July 2017 to May 2020, as well as a Paraplanner position at Your Richest Life, LLC from September 2016 to July 2017. Earlier experience encompasses an internship at Lee Financial Corporation from June 2014 to June 2015 and a Certified Trainer role at Raising Cane's from July 2011 to July 2013. Lyndsey Taht earned a Bachelor of Science degree in Finance and Business Administration from The University of Texas at Dallas, completing studies in 2017.
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