Linda is a trustworthy and extremely knowledgeable financial advisor that has helped establish a plan that is tailored to
my specific goals and objectives. She consistently initiates communication and provides every opportunity to ask questions
to fully understand her strategies and direction. In what can be a rather intimidating and confusing list of financial topics to
discuss, Linda manages to educate me in a straightforward and easy to understand manner. She is thorough in her review
and ensures she understands all aspects of your life that may impact - positively or negatively - progress towards financial
goals. I greatly appreciate Linda's management and feel secure knowing she is at the helm of my investment strategy.
Thank you Linda!!
- John M. - March/2025