Lindsay Waltower, MBA, CAP NSSA®
Founder and Chief Executive Officer
Lindsay has served in the financial services industry since 2010, holding various executive leadership, venture capital, philanthropic, and management consulting positions before opening the doors of Sovereign Retirement Group (SRG) in 2017. He began (SRG) with a simple mission that is still in place today: To significantly improve the financial lives of clients and business partners, primarily serving public employees, educators, and government personnel.
He has been leading a movement to do just that, honored to help people bring their financial lives and retirement pictures into balance and focus. Whether it is a conversation about retirement strategies, pension benefits, enhancing Social Security benefits, reducing tax liabilities, he loves to make complex conversations easy to understand and relatable. Lindsay holds B.A. in English literature from the University of Pennsylvania and an MBA from Eastern University.
Lindsay is passionate about equipping and informing individuals, families, and communities about sound retirement principles, practices, and potential solutions that can help them flourish and achieve the retirements of their dreams. He has life, health, and annuity licenses in multiple states, and holds the Series 65 Securities License, Chartered Advisor in Philanthropy® (CAP®) & National Social Security Advisor (NSSA®) designations
Lindsay is a proud United States Air Force veteran and American College of Financial Services/Penn Mutual Center for Military and Veterans Affairs Scholarship recipient. He lives in the Greater Atlanta area and serves in various community organizations, both professionally and personally. When he is not serving his clients, he enjoys spending time with family and friends, playing golf, or relaxing and reading a good book at the beach or in the mountains.