As the financial planning and investment analyst for our team, Lydia is dedicated to equipping clients with insightful analysis and long-term planning that brings them the clarity needed to achieve their financial goals. She backs the plans they build, in collaboration with their financial advisor, with sound investment portfolios.
Prior to joining FCG, Lydia gained extensive experience in investment management as she built and managed investment portfolios across a wide range of client scenarios at Benjamin F. Edwards. It was in that role that she discovered the need for intensive planning that aligns the client’s investments with their overall life goals, leading her to transition to her current analyst role that focuses on detailed financial planning along with investment management.
Lydia holds a bachelors in Accounting from Western Governors University. She completed the Certified Financial Planner professional certificate program from Northwestern University and the Financial Modeling and Valuation Analyst (FMVA) Certificate from the Corporate Finance Institute®, expanding her knowledge base in detailed financial planning and investment analysis.
In her current role, Lydia collaborates with the advisors on our team to develop comprehensive financial plans for our clients, that focus on their goals and what they value. She manages the investment portfolios and analyzes products, the markets, and tax developments to keep the team and clients updated. Her approach is rooted in transparency, strategic foresight, and respect for each client. Lydia excels at translating complex financial concepts into clear, actionable strategies that empower confident decision-making.
Outside of her professional role, Lydia is active in her local church, loves working with her family extensively in various agricultural related pursuits, has a variety of outdoor hobbies including camping and canoeing, and is rarely seen without her tiny dog, Izzie.