Canopy 360
Wealth Management

Who We Are

Russell Lindsay has always had a passion in his heart to help people understand how to use their wealth to their advantage. At an early age, he was taught how to view money as a tool to build on. Like his grandfather before him, Russell became a CPA. During his first few years in the working world, he quickly saw how much the right – or wrong – financial advisor could impact the overall wealth and tax liability of the clients he worked with. A few short years later, Lindsay Financial Services was born.

Our team – Russell, Kristine and Elysia – are here to help get to know what’s important to you, how you make decisions and uncover what you want to accomplish with your investments and future.

Financial Advisor
Russell owns and operates Lindsay Financial Services, LLC which assists high net worth families and small business owners with wealth planning through investment management, financial planning services and life, disability, long-term care insurance and annuities. By joining the resources and efforts of both Lindsay Financial Services and Lindsay, Crabb & Associates, client’s financial goals are comprehensively analyzed to ensure a well thought out plan is produced for each client.

Russell is a native Floridian and grew up in Central Florida. He attended the University of Florida where he received his Bachelor of Science in Accounting and his Master of Accounting with a specialization in Tax. As an active participant in several community service based organizations, Russell has had the opportunity to meet many members of our community. When he is not in the office, Russell may be found on the golf course. However, he spends a majority of time away from the office with his family, which is the accomplishment he takes the most pride in. He and his wife Erin have two children.

Check the background of this investment professional on FINRA's BrokerCheck.

Director of Operations & Business Development
Licensed Insurance Agent

Kristine joined the firm in August 2006. As our in house creative mind, Kristine was the original developer of the concept and system for how our services are delivered to our clients. People first. She is the chief officer responsible for human resources, administration, operations, business development and overall vision and growth of Lindsay Financial Services, LLC.

In college, she majored in Music Education. With her background in music, she has developed a great sense of discipline toward her work. Before joining the firm, Kristine spent 10 years with Toyota, her main focus being the coordination of process and procedures, coaching team building exercises and targeting customer impact areas.

Kristine has been happily married to Kris since 2000 and they are the proud parents of 3 sons. They moved from New York in 2004 and could not be happier to have settled here in Ocala.

Client Service Specialist

Elysia joined Lindsay Financial Services, LLC in January 2014.

Elysia has over 15 years of experience in client services with a specialty in working with business owners. She prides herself in the relationships she makes with every client, and makes it her personal goal to make clients feel welcomed and appreciated. 

She has attended Hawaii Pacific University and College of Central Florida. She also spent some time working for the civilian division of the military and also in commercial banking. A great deal of her time is spent on community outreach, fundraisers, cause awareness, and volunteering. She also enjoys zip lining and hiking. Serving and singing at her local church is amongst her favorite things to do; but most of all, she enjoys her time with her son.

Contact Us

Operating Hours

Monday – Thursday | 8:00 am – 5:00 pm
                              Friday | 8:00 am – 12:00 pm