Denise Lindstrom

Denise Lindstrom

 

Executive Associate - Dallas, Texas

Denise has been an Executive Assistant in the financial services industry since 2012. Her primary role is supporting VisionPoint’s corporate retirement plan clients. Denise is passionate about client service, facilitating both the fiduciary process and participant outcomes.

Wealth Isn’t A Destination. It’s A Mindset.

Whether our clients come to us with a clear vision for the future they intend, or just an idea about what it could be, we help them define that vision and understand how interdependent every financial decision is to making that future a reality.

WealthBridge FORMula

VisionPoint’s WealthBridge FORMula is a tested, disciplined process designed to help our clients articulate what matters to them and align our subject matter experts so everyone is focused on how to help achieve that vision.

Aligned Values

WealthBridge works because it’s built on the vision and values of each individual client. When those two things are congruent and completely aligned, financial independence ceases to be a dream, and becomes a very real possibility.

Collaborative Impact

Our clients recognize the value of leveraging the interdependence of every financial decision. VisionPoint facilitates an integrated view to a client’s financial decisions with aligned partners and close collaboration.

Dallas, Texas

5001 Spring Valley Rd Ste 200W
Dallas, TX 75244

Email: dlindstrom@vpadvisor.com

Phone: 972-361-1001 ext 6022

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What does the best possible version of your future look like? Let’s work together and start creating it.

Are You A Successful Professional Looking To Scale?

VisionPoint offers a progressive business model for entrepreneurially minded advisors who want to focus their energy on building a purpose-driven business and securing their own financial futures.

Are You A Successful (Partner) Looking To Scale?

VisionPoint offers a progressive business model for entrepreneurially minded advisors who want to focus their energy on building a purpose-driven business and securing their own financial futures.
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