Lauren Gadkowski Lindsay

Current Employers

Employment History

• 01/2006 → 06/2019
  Personal Financial Advisors, L.L.C.
  Covington, LA
• 12/2019 → 12/2020
  Westwood
  Houston, TX
• 07/2019 → 11/2019
  Unemployed
  Houston, TX
• 12/2020 → 04/2025
  Beacon Financial Planning Of Cape Cod
  Houston, TX
• 04/2025 → 06/2026
  Sanctuary Advisors Llc
  Franklin, TN
• 06/2026 → Present
  Savvy
  Houston, TX

Previous Registrations

• 2025-04-21 → 2026-08-05
  Sanctuary Advisors, Llc
  Franklin, TN
  Houston, TX
• 2020-12-18 → 2025-07-10
  Beacon Financial Planning, Inc
  Houston, TX
  Hyannis, MA
• 2020-02-04 → 2020-12-18
  Westwood Wealth Management
  Houston, TX
• 2012-12-12 → 2019-10-02
  Personal Financial Advisors, Llc
  Houston, TX
  Covington, LA
• 2005-01-14 → 2006-02-24
  Compass Planning Associates, Inc.
  Wellesley, MA
• 2003-04-05 → 2006-01-03
  Pfe Advisors, Llc
  Southborough, MA
• 2004-09-29 → 2005-06-14
  Beacon Financial Planning, Inc.
  Centerville, MA

Other Businesses

Paragon Private Wealth; investment related; Houston, TX; serves as DBA entity for work at Savvy Advisors, advisor, 5/4/2026, 40hours/week (during trading, same hours as role at Savvy - this is the DBA for this role). Houston Public Library Foundation; nonprofit, investment related to an extent; Houston, TX; Board Member; Help review RFPs and returns on Foundation investment holdings Sept 5, 2026; 2 hrs per quarter.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-21

Designations

Other Names

• Lauren Barnes Gadkowski
• Lauren Barnes Gadkowski