Linda originally joined Bob in 1997 when RBC Wealth Management was Dain Bosworth. As partners, Bob and Linda share very similar investment philosophies, which helps provide a seamless wealth management approach to their clients. Before joining Bob, Linda was a vice president – loan officer and mortgage banker for a community bank, where she also underwrote for Freddie Mac. She has also been a residential real estate broker. Linda met Bob when she did a market analysis for a property that was part of a purchase he was planning to make.
Linda has passed the Series 7, 63 and 65 exams, and holds insurance, including long-term, licenses. Some years ago, she saw a need to provide education on Social Security and retirement and became a Chartered Retirement Planning Counselor (CRPC®). Linda also holds a Bachelor of Business Administration degree in finance from the University of Wisconsin – Milwaukee.
Linda has been a volunteer interpretive naturalist at the River Edge Nature Center. She formerly served as a volunteer treasurer for the Wisconsin Women’s Fund. As part of her theme of healthy living, Linda became a certified yoga instructor through Yoga Alliance. She has a passion for cycling and hiking, especially in national parks, such as the Grand Tetons.