Kari Lindman, Ph.D. has been a valued member of Marshall Wealth Advisors since May 2020 and serves as the firm’s Cognitive Wellness Specialist. She brings deep clinical expertise and a preventative, life-stage–focused perspective that complements the firm’s comprehensive approach to supporting families across generations.
Dr. Lindman completed her undergraduate studies at Northwestern University and earned her Ph.D. in Clinical Psychology from Fuller Graduate School of Psychology. She went on to specialize in neuropsychology through a two-year postdoctoral fellowship at UCLA. Prior to joining Marshall Wealth Advisors, Dr. Lindman spent more than a decade in the medical field as a neuropsychologist at one of the nation’s largest healthcare systems, working closely with physicians to diagnose neurodegenerative conditions.
While her clinical work was meaningful, it also shaped her conviction that the traditional medical “disease model” often intervenes too late. This experience led her to focus on a more proactive and preventative approach to cognitive health—one centered on habits, lifestyle, and early awareness rather than late-stage diagnosis.
Today, Dr. Lindman works with high-net-worth families through Marshall Wealth Advisors, offering guidance that extends beyond traditional financial planning. She helps clients understand how to protect cognitive health, reduce disease risk, maintain mental acuity, and thoughtfully prepare for the later stages of life—so longevity is paired with quality of life.
Outside of the office, Kari enjoys CrossFit, sauna sessions, reading, pickleball, and spending time with her husband and three adult daughters.