Lindsey has worked at Mountain Vista high school for 20 years in a number of different roles. She taught in the Career Tech Ed world for 14 years, was the head volleyball coach, ran student leadership, and was on a building leadership team. She was also instrumental in the growth of their relationship with the “Make a Wish Foundation.” The partnership with the school community, along with local clothing brand, Be A Good Person, has raised almost 2 million dollars for the Foundation.
Now Ms. Jaffe is an Assistant Principal and Activities Director, managing over 65 clubs within the school. In her free time, she loves to spend time with her 2 children, support their sports/activities, travel, and do yoga!
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Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.
She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.
Judy’s mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.
Learn More: https://judycarlson.com/
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Chris Dixon with Oxford Advisory Group Discussing Taxes & Estate Plans - October 14, 2025
- Interview with Samuel J Dixon with Oxford Advisory Group Discussing RMDs & Retirement Plans - October 12, 2025
- Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing Building a Retirement Plan You Can Depend On - October 9, 2025