Linda has enjoyed an extensive career in the financial services industry spanning over 25 years. Linda provides personal wealth management advice using a holistic approach. Spending valuable time with clients to understand their background helps her identify their financial goals and objectives. Linda incorporates a comprehensive financial plan that is tailored to each individual and utilizes a range of investment solutions which includes both wealth management and retirement planning solutions.
Linda has learned the true necessity of having a sound financial plan and a solid estate plan in place after losing her spouse unexpectedly. Her personal experience helps her relate intimately to the financial challenges individuals and families face in life-changing events. In addition to providing financial advice and guidance, Linda’s favorite part of her work day is sitting down with people from all walks of life and learning about their life stories.
Linda resides in Houston with her twin daughters.
