LINDSAY B. HOLMESCPA
Phone: 503-667-5355 ext 104 Lindsay joined the firm in 1987. Lindsay has 20+ years of experience helping thousands of clients keep their taxes to the minimum the law allows. His current focus is financial and retirement planning*, wealth management, tax planning and preparation for individuals and small businesses. He also specializes in tax return preparation for estates and trusts. He earned a Bachelor of Science in Accounting and a business composite minor, Brigham Young University, 1987. He keeps current with contiuning education classes required to maintain his CPA license. He enjoys woodworking, especially turning. He has begun gardening again, trying out the Square Foot Gardening method with some degree of success. Lindsay enjoys time with his family and the beautiful out of doors. He and his wife, Susan have six childern, two grandchildren and counting. ![]() About Us
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Stan Hardy is a registered representative registered to transact business with clients in Oregon, Washington, California, Utah and Wyoming. Stan Hardy is advisory licensed in the following states: Oregon, Washington, California, Utah and Wyoming. Stan Hardy is also an insurance agent licensed in Oregon, Washington, California and Utah. Lindsay Holmes is a registered representative registered to transact business with clients in Oregon and Washington. Lindsay Holmes is advisory licensed in the following states: Oregon and Washington. Lindsay Holmes is also an insurance agent licensed in Oregon. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the Internet. Securities offered through H.D. Vest Investment Services SM, Member:SIPC, Advisory Services offered through HD Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. |
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