Case Study: Lindsey & Lindsey Wealth Management

How Lindsey & Lindsey Uses Hubly to Build a Scalable, People-First Firm

“I honestly don’t know how we did business without Hubly. We really rely on it.”

Shannon Beahan, CFP®, AEP®

Partner and COO
Lindsey & Lindsey Wealth Management

Lindsey & Lindsey Wealth Management is a boutique advisory firm based in Westlake Village, California, serving high-net-worth clients with complex planning needs.

“We were growing and things were slipping through the cracks. It became clear that we needed structure and visibility to scale the way we wanted to,” said Shannon Beahan, CFP®, AEP®, Partner & COO, Lindsey & Lindsey Wealth Management.

With three advisors and a total team of eight, the firm was growing fast, but operations were increasingly strained. Their function-based team model meant multiple staff members often worked on the same client, creating a need for smooth handoffs and clear visibility.

Before Hubly, daily operations relied on personal systems and informal knowledge sharing. Tasks slipped, visibility was limited, and client service was at risk.

As Shannon puts it, “When somebody’s unexpectedly out, we know exactly what was on their plate. We know what needs to be done.”