Meet The Team
Lindsey Ciarrocca, CMC®
Lindsey is a YNAB Certified Budget Coach, Certified Money Coach® and co-owner of Providers & Families Wealth Management, with her husband Scot. She joined the financial services industry in 2016 with Waddell & Reed before co-founding Providers & Families in 2017. She also works with clients on budgeting and their money mindset through her other business, The Exuberant Elephant.
She is a self-described “budgeting nerd” and crazy cat lady. In her free time, she enjoys putting puzzles together, reading and spending time with her three cats and husband at their home in Carlisle, Pennsylvania.
Scot Whiskeyman, CFP®
Scot is a CERTIFIED FINANCIAL PLANNER™, author, and co-owner of Providers & Families Wealth Management with his wife, Lindsey. He joined the financial services industry in 2011 with a fortune 500 insurance firm, and founded Providers & Families in 2017. He enjoyed working closely with clients to develop financial strategies that make a difference.
Scot lives in Carlisle, Pennsylvania and is involved with Carlisle Young Professionals. Outside of his career as a financial planner, Scot enjoys distance running and recently finished his second marathon!
A bit more about us, through photos!
A photo from the day we met in Camp Hill, Pennslyvania!
Scot and Lindsey visiting China in 2017!
Book Signing Event for Scot's book! November 2021
Our wedding day!
Ribbon cutting day for our first office!
Lindsey's alma mater. She loves Colorado!
Did Lindsey mention she loves Colorado??
Lindsey also loves baking!
Lindsey - crazy cat lady! Not ashamed!
Traveling in Australia!
Florida - February 2022
Colorado - January 2019 (Where we got engaged!)