Our Story
Southern Tier Consulting was founded in 2018 by Brooks Lindblad. STC exists to help individuals protect their wealth. We do this by addressing the three biggest threats to our wealth; market volatility, rising tax rates and health risks.ย Schedule a consultation to review your retirement forecast.ย
Brooks Lindblad
PRESIDENT
Brooks has been in the financial services industry since 2013. He holds his Series 65 and is the owner of Southern Tier Wealth Management. After working for one of the largest financial institutions in the country, Brooks decided to create his own path. He strives to help individuals create stable income in retirement while also looking for ways to grow their assets by utilizing his unique partnerships. This desire led Brooks to create Southern Tier Consulting in 2018 a company specializing in wealth protection. Brooks currently lives in Eastern NC with his wife Lauren and four kids.
Kristen Casey
OFFICE MANAGER
Kristen joined Southern Tier Consulting in the spring of 2025, bringing with her a strong background in administrative support and customer service. Her attention to detail and commitment to client care make her an invaluable part of the team. Kristen currently resides in Washington, NC.