Our Story
Southern Tier Wealth Management was founded in 2024 by Brooks Lindblad. STWM exists to help individuals examine how their investment portfolios fit into the bigger picture of their full retirement plan. We do this by addressing an individual’s risk tolerance and retirement income goals. Schedule a consultation to review your current portfolio.
Brooks Lindblad
President | Founder of Southern Tier Wealth Management | Investment Advisor Representative, Gradient Advisors, LLC
Brooks Lindblad is a fiduciary financial advisor specializing in retirement income planning. Holding his Series 65 license, he serves as an Investment Advisor Representative with Gradient Advisors, LLC. Since 2014, Brooks has helped individuals and families navigate one of life’s most important transitions: turning retirement savings into reliable, tax-efficient income. As the founder of Southern Tier Wealth Management, Brooks partners with clients to build holistic financial plans that coordinate investments, Social Security, taxes, and legacy goals. His mission is to provide clarity, confidence, and peace of mind for those preparing for or already in retirement. Outside the office, Brooks enjoys spending time with his wife and four children and can often be found coaching youth sports or enjoying family adventures.
Kristen Casey
Office Manager
Kristen joined Southern Tier Wealth Management 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.
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
KEITH GANGL,
CFA®
Senior Portfolio Manager of Gradient Investments, LLC
TYLER ELLEGARD, CFA®
Portfolio Manager of Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC. Endorsing investment advisor is also a client of Gradient Investments, LLC.