Our Leadership Team
Corbin Lindsey
Financial Advisor
Corbin Lindsey is the Founder of Birdseye Financial, a firm he established in 2002 with a mission to help individuals and families pursue a confident and secure retirement. Recognizing the unique challenges faced by entrepreneurs, he recently co-founded the Business Tax Mitigation Group, where he works with business owners to identify tax-efficient strategies that support both business growth and long-term financial success.
With more than 24 years of experience in the financial services industry, Corbin specializes in retirement income planning, tax-efficient retirement strategies, and wealth preservation. His comprehensive planning approach is designed to help clients maximize retirement income, reduce unnecessary tax burdens, and navigate market uncertainty with greater confidence.
A cornerstone of Corbin's philosophy is his Safe Money & Risk Money approach, which balances growth opportunities with strategies designed to help protect assets from market volatility. By combining disciplined investment planning with risk management, he helps clients pursue long-term financial security while maintaining the flexibility to adapt as their needs evolve.
Corbin is passionate about helping clients build, protect, and preserve their wealth throughout retirement. His focus extends beyond growing assets to creating strategies that seek to minimize taxes, provide sustainable retirement income, and efficiently transfer wealth to future generations. Through personalized guidance and long-term relationships, Corbin is committed to helping clients make informed financial decisions and achieve lasting peace of mind.
Johnathan Dass
Business Strategist
John Dass is the Co-Founder of Business Tax Mitigation, where he specializes in helping business owners identify tax-efficient strategies designed to improve profitability and preserve wealth. Drawing on years of experience working with high-net-worth entrepreneurs—particularly in the automotive industry—John has built a reputation for developing strategic partnerships that help clients uncover opportunities to strengthen their financial position.
Throughout his career, John has worked closely with business owners to evaluate financial strategies that extend beyond traditional tax planning. His collaborative approach focuses on identifying overlooked opportunities that can improve cash flow, reduce tax liabilities, and enhance long-term business value.
Today, John works with advanced planning strategies that include commercial property tax mitigation, business exit planning, and other proactive solutions designed to help business owners retain more of what they earn.
By working alongside CPAs, attorneys, and other trusted advisors, he helps clients implement comprehensive strategies that complement traditional tax preparation and support their broader financial and business objectives.
John is passionate about helping entrepreneurs maximize the value of their businesses, create tax-efficient outcomes, and position themselves for long-term financial success.
Angie Kessler Walsh
Insurance Agent
Angie is a licensed insurance professional dedicated to helping individuals and families protect their financial future through personalized insurance and retirement solutions. She specializes in life insurance, annuities, and Medicare planning, guiding clients through important financial decisions with compassion, knowledge, and a commitment to exceptional service.
In addition to helping clients safeguard their loved ones, Angie is passionate about assisting those preparing for or living in retirement. She works closely with individuals to explore income strategies that can help create dependable, lasting retirement income while providing greater financial confidence. Whether navigating Medicare options, evaluating annuity solutions, or reviewing life insurance needs, Angie takes the time to educate clients and recommend solutions that align with their unique goals.
Known for her caring approach and attention to detail, Angie is committed to building lasting relationships based on trust, honesty, and personalized service. Her goal is to help every client feel informed, confident, and prepared for the future, providing guidance and support through every stage of life's financial
Patrick Loomis
Operations Manger
As Operations Manager at Birdseye Financial, Pat Loomis plays an integral role in delivering a seamless and efficient client experience throughout the insurance planning process. With a strong commitment to exceptional service and operational excellence, Pat oversees the day-to-day management of the firm's insurance operations, ensuring every application, policy, and client request is handled with accuracy, professionalism, and attention to detail.
Pat works closely with advisors, insurance carriers, and clients to coordinate every stage of the insurance process—from new business submissions and underwriting to policy implementation and ongoing service. By managing the details behind the scenes, Pat helps ensure clients receive timely communication, smooth processing, and the high level of support they expect from Birdseye Financial.
Dedicated to creating an outstanding client experience, Pat is known for being organized, responsive, and solutions-oriented. Whether assisting with life insurance, long-term care planning, disability insurance, or other protection strategies, Pat is committed to making the process as straightforward and stress-free as possible while helping clients safeguard their financial future.
Beth Daniels
Office Manager
Beth serves as an essential member of the Birdseye Financial team, providing the operational expertise and organizational leadership that help keep the firm running smoothly and efficiently. Her dedication, attention to detail, and commitment to exceptional client service make her an invaluable resource for both clients and advisors.
As the backbone of the agency's daily operations, Beth oversees many of the administrative and service functions that ensure every client experience is seamless. From processing important documentation and coordinating account service requests to preparing policy statements, income distribution requests, and advisor illustrations, she works diligently to provide timely, accurate, and reliable support.
Clients appreciate Beth's responsiveness, professionalism, and ability to navigate complex processes with efficiency and care. Her commitment to clear communication and exceptional follow-through helps ensure that requests are completed promptly while providing clients with the information they need to make confident financial decisions.