Christina Lindsey Orta | President, Financial Advisor

LINDSEY & LINDSEY WEALTH MANAGEMENT
WWW.LINDSEYANDLINDSEY.COM
CHRISTINA@LINDSEYANDLINDEY.COM(805) 330-3700

About: Christina Lindsey Orta, CFP ® has assumed the role of President and 50% partner of Lindsey & Lindsey Wealth Management as of January 2018. She left the corporate financial world after 10 years to join Lindsey & Lindsey in 2014. Most formerly, Christina was a Vice President of Sales for Walton International Group, a Real Estate Investment and Development company. While working for Walton, she helped the company expand their distribution throughout the United States raising over $70 Million in securitized private equity capital, making her one of the top producers globally.

Prior to joining Walton, Christina worked for Countrywide Home Loans for nearly 3 years most formerly as a Branch Manager in Chandler, AZ. Christina started in the financial services industry in 2002 at Edward Jones working as a Branch Office Associate and on the Equity Marketing & Trading Desks while completing her degree.

Christina received a Bachelor degree in Business Administration with an emphasis in Finance from Loyola Marymount University in Los Angeles. She currently holds the securities licenses 7, 63 and 24. In 2013 she obtained the Certified Financial Planner® designation.

Christina has been married to her amazing husband, Brian Orta, since 2006 and they welcomed their first child, Paige in 2016. Christina is enjoying being a mother and in her spare time she also enjoys collecting and drinking fine wines, gourmet cooking, baking, travel, running half marathons, and spending time with family and friends. For many years she has served on the board of the Rotary Club of Simi Valley in some capacity and is particularly passionate chairing the Constitution Day project, ensuring every 8th grade student in the community gets a personal copy of the U.S. Constitution. Brian and Christina are involved in the ministry at Godspeak Calvary Chapel of Newbury Park, CA and Christina is also a Certified Kingdom Advisor® integrating client’s faith based principles into financial planning.

Connect:
Contact Christina at Christina@lindseyandlindsey.com or at (805) 330-3700, or visit her website below!

MEMBER SINCE JUNE 2018

Karen Lindsey | Realtor

C-21 TROOP REAL ESTATE | HOMESBYKARENDLINDSEY.COM
KAREN@KARENLINDSEY.COM(805) 469-8262

About: Karen has over 26 years of Real Estate experience. She is a member of the Conejo-Simi-Moorpark, Ventura, and North County San Diego Association of Realtors. Having relocated many times in her life prior to settling in the Conejo Valley in 1986, Karen has an affinity for helping clients transition from one place to another. Becoming a relocation specialist was a natural direction for her to take, resulting in a multitude of transferring families over the years for such corporations as Amgen. Karen has a passion for assisting both home buyers and sellers with the biggest and greatest investment of their life. Approachable, dedicated, and honest, Karen not only works for her clients, she educates them throughout the sales process. Karen is most satisfied when she and her team have exceeded her clients expectations.

Specialties: A consistent top one percent producing agent for Century 21 Troop since 1997, Karen remains in the top six percent company wide. Additionally, she has continued to earn the President’s Club Elite title for Century 21 Troop Real Estate, Inc’s annual awards and the Centurion award, the highest production award in the Century 21 system year after year. Her commitment in helping families all over Ventura County has brought great personal satisfaction to Karen, “It’s nice to share memories with past clients as they continue on their journey and their children begin looking for a home.”

Quote: “Great opportunities to help others seldom come, but small ones surround us everyday.” - Unknown

Connect:
Contact Karen at Karen@KarenLindsey.com or at (805) 469-8262, or visit her website below!

MEMBER SINCE SEPTEMBER 2018

Cristina Alvarez Cox | CEO

MONA SOLUTIONS | WWW.MONASOLUTIONS.COM
CRISTINA.COX@MONASOLUTIONS.COM(805) 418-7595

About: Cristina has worked in the payment services industry for 27 years. She started out in electronic check services right after her first child was born. She worked her way up through the industry, succeeding against the odds as a self-educated, minority, single mother of two. Along the way, she won many awards for her performance, from Tele-Check, Select Sales Club, First Data, and Nxgen. Most recently, she received awards for NXGEN 2017 Highest Revenue and 2017 Most Net New Accounts. Her professional accomplishments led to the launch of her own business in 2010, whose clients currently bring $30 million+ in revenue per month.

What Cristina enjoys the most in her work is building long-term relationships with her clients. She enjoys anticipating needs and problem solving. At the end of the day, there is no stronger feeling of accomplishment than taking care of other people.

Specialties: Cristina has developed a boutique-style agency to provide the personal touch so often lacking in merchant services. She works with a community of successful, hand-picked clients across multiple industries, for whom she delivers customized solutions. She specializes in transparency and integrity, to give businesses the stable platform they need to focus on growth.

Quote: “To give real service, you must add something which cannot be bought or measured with money, and that is sincerity and integrity.” - Douglas Adams

Connect:
Connect with Cristina at cristina.cox@monasolutions.com or at (805) 418-7595, or visit her website below!

MEMBER SINCE OCTOBER 2018