Lindsey Davee, AFC®, is a Financial Paraplanner with AAFMAA Wealth Management & Trust LLC and has worked in the financial services industry since 2007. Since 2018, she has specialized in serving military families as an Accredited Financial Counselor®, bringing both professional expertise and personal understanding to the unique financial complexities of military life.
As the spouse of a U.S. Army Veteran and a mother of three, Lindsey is deeply committed to supporting servicemembers, Veterans, and their families in building financial confidence and long-term stability. She values a collaborative, education-based approach to financial planning and works closely with Financial Planners and Relationship Managers to help develop comprehensive strategies aligned with Members’ goals.
Lindsey is currently pursuing the WMCP designation as part of her continued commitment to professional growth and excellence. Outside of work, Lindsey enjoys spending time with her family and attending church. She also volunteers with local clubs and spends time working on her family ranch in the beautiful Texas Hill Country, where she enjoys tending to her flower gardens.