The Old Mission Investment and Trust Companies have brought together a diverse group of professionals with backgrounds in tax, strategic investment management, trusts and estates, and total wealth management. Our professionals are fluent in both time-honored investment management and wealth transfer strategies and actively participate as your partner in achieving your personal financial goals. We work closely with your other tax and legal professionals and serve as the center of your multidisciplinary team of wealth management professionals.

Picture of Lindsay Fitzpatrick

Lindsay Fitzpatrick, CFP®
Vice President
Investments and Financial Planning

Lindsay Fitzpatrick is a Vice President of Investments and Financial Planning with Old Mission Investment and Trust. She joined Old Mission Investment and Trust in 2019 following her employment with Rehmann Financial in Saginaw as an investment advisor and financial planner.

Lindsay is a 2010 graduate of Michigan State University with a Bachelors of Arts in hospitality business. She subsequently attended DePaul University in Chicago for purposes of completing the Certified Financial Planner program. Following completion, she continued her professional career to obtain her Certified Financial Planner (CFP) designation in 2013 after meeting the educational, examination, professional experience and ethics requirements as set forth by the Certified Financial Planner Board of Standards. As a Certified Financial Planner, Lindsay is required to maintain ongoing educational requirements in areas involving tax, estate and trust, insurance, liability management, investment management, and specialized goals-based planning.

She provides framework and advice for clients and families looking for structured financial guidance. She concentrates her efforts in areas involving comprehensive financial planning, retirement needs analysis, investment analysis, portfolio design, risk management and qualified and non-qualified retirement plans.