Investment Committee

As President of MKT Wealth Management I specialize in creating and sustaining multi-generational wealth for affluent families. I also work with several small business and corporations in cash management, retirement planning and executive benefits. Using my experience to structure institutional style investment plans for these entities I strive to manage risk and enhance investment returns.

Our business is built on a foundation of thoughtful clien

Christina Lindsey Orta, CFP^®has assumed the role of President and 50% partner of Lindsey & Lindsey Wealth Management as of January 2018.  She left the corporate financial world after 10 years to join Lindsey & Lindsey in 2014. Most formerly, Christina was a Vice President of Sales for Walton International Group, a Real Estate Investment and Development company.  While working for Walton, she helped the company expand their distribution throughout the United States raising over $70 Million in securitized private equity capital, making her one of the top producers globally. 

Prior to joining Walton, Christina worked for Countrywide Home Loans for nearly 3 years most formerly as a Branch Manager in Chandler, AZ.  Mrs. Lindsey Orta started in the financial services industry in 2002 at Edward Jones working as a Branch Office Associate and on the Equity Marketing & Trading Desks while completing her degree. 

Christina received a Bachelor degree in Business Administration with an emphasis in Finance from Loyola Marymount University in Los Angeles.  She currently holds the securities licenses 7, 63 and 24. In 2013 she has obtained the Certified Financial Planner™ Certification.  

Mrs. Lindsey Orta has been married to her amazing husband, Brian Orta, since 2006 and they welcomed their first child, Paige in 2016.  Christina is enjoying being a mother and in her spare time she also enjoys collecting and drinking fine wines, gourmet cooking, baking, travel, running half marathons, and spending time with family and friends.  Many years she served on the board of the Rotary Club of Simi Valley in some capacity and is particularly passionate chairing the Constitution Day project, ensuring every 8^thgrade student in the community gets a personal copy of the U.S. Constitution.  Brian and Christina are involved in the ministry at Godspeak Calvary Chapel of Newbury Park, CA and Christina is also a Certified Kingdom Advisor® integrating clients’ faith-based principles into financial planning.

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John Lindsey is a former apparel industry Senior executive who worked for key brands such as Oshkosh B' Gosh and Jantzen Sportswear. He was with Edward Jones for over 15 years beginning in 1996. His office in Simi Valley was among the top 3% volume offices in the country for Edward Jones. He served as Regional Leader for 65 Edward Jones offices in the south central coast and southern central valley region of California. He founded Lindsey and Lindsey Wealth Management, Inc. in 2012 to better serve his client base with an expanded universe of investment offerings.
Mr. Lindsey holds a Bachelor of Science and Master of Business Administration degrees from the University of Southern California. He studied and obtained his CFP® from the California Institute of Finance at Cal Lutheran University. Named a Limited Partner with Edward Jones in 1999 he also served as a General Partner from 2001-2006. He is a million dollar producer and has been a perennial attendee to the top producers Managing Partner's conferences. In 2010, John and his staff were named recipients of the very prestigious Peter Drucker award at Edward Jones. An award only given to the top 50 offices out of over 12,800 offices for the highest Client Service Excellences scores surveyed by J. D. Power.
He is married to his wife Karen of 37 years and they have three lovely daughters; Christina, Alissa, and Jenna. He and his family attend Godspeak Calvary Chapel in Newbury Park. John enjoys spending time with his family, scuba diving, riding his Harley Davidson, hunting, and being deeply involved in the Ventura County, Conejo & Simi Valley communities (YMCA, Simi Valley Education Foundation, and United Way of Ventura County).
He is a past director of the UC Santa Barbara Economic Forecast Project in Ventura, Santa Barbara and San Luis Obispo counties; a past president of the Rotary Club of Simi Valley. He has been named to the list of Who's Who in Business and Finance by the Pacific Coast Business Times in 2005 and 2006.
John is an active member of the Chamber of Commerce and a Leadership graduate. He serves on the board of the Simi Valley Free Clinic as its Vice President and is the Finance Chair and board member of the United Way of Ventura County. 

The day a client stormed out of a meeting, proclaiming it had been a total waste of time changed Arthur’s life. It was November 1989, and he had spent the past four years at a national financial services company that expected him to promote their own interests. Something clicked that day, and Arthur became committed to making things better. He ditched the scripts and corporate agenda and started his own financial planning and investment advisory firm.

Arthur has the unique ability to help people identify what is most important in their lives and their families’ lives and work with them to create the solutions necessary for success, whether it’s financial or personal. His strong technical knowledge enables him to build comprehensive tax-efficient plans that satisfy the needs and, more importantly, the values of his clients. He continues to follow his passion for guiding and mentoring other advisors especially as they transition to independence.

Outside of work, Arthur finds fulfillment in family, spending time with his wife, Melody and their son, Miles. He appreciates the finer things in life, good wine, travel, and fine dining, but nothing gets him quite so excited as the latest software or tech gadget.

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California Insurance License #0798385 | Securities Series 4, 7, 24, 53, 63, 65, 99

David is a problem solver. He has worked hard to become the “go-to” when his clients need answers and advice. With a Bachelor’s degree in Business Administration from San Diego State University, David began his career with a top financial firm going on to rank in the company’s top 10% of advisors nationwide in his first year. He partnered with Arthur in 2001, knowing that he could serve his clients more thoroughly and objectively as an independent advisor.

For the past two decades, David has focused on building quality relationships with his clients and their families. Everyone has a unique financial situation, and David is driven by the opportunity that presents – to develop individual, creative and comprehensive strategies that make his clients’ lives that much better.

David is compelled to put others first and attains true joy from people, so much so that clients are often more like close friends. His greatest joy comes from his wife, Kim, and their three sons, Cole, Grant and Jack. David has been an active leader in his church and his sons’ youth groups. A kid at heart, David can’t ever pass up a superhero movie or a new Apple toy. He has a soft spot for country music, but don’t tell Arthur.

Anita’s experience as a special educator made the transition to financial planning a natural one. With a degree in Psychology from UCLA and a Masters in Education from USC, she spent eight years teaching educationally handicapped children at UCLA’s Neuropsychiatric Institute. When she became interested in investing, she was offered a position with Gainsborough Financial Consultants, Inc. (GFC), an independent investment advisory firm that specialized in financial planning.

Intrigued by GFC’s client-centered approach, she became a financial planner, later becoming its President and Chief Compliance Officer. When GFC merged with Cooper McManus in 2010, Anita was thrilled to migrate her clients to another established wealth management firm that was equally committed to the financial planning philosophy.

Professionally, Anita’s greatest satisfaction comes from the opportunity to allay clients’ money anxiety by teaching them how to make prudent financial decisions. As the daughter of two WWII veterans and sister to a special needs person, she is particularly passionate about supporting our troops, Special Olympics of Southern California and Alzheimer’s Association. Anita and her husband Richard live in Yorba Linda where they raised two wonderful daughters, Chelsea and Caitlin, and love spending time with Abbey, their adorable yellow lab and her best friend Shadow, their beloved German Shepherd rescue.

Our business is built on a foundation of thoughtful client relationships.