
Linda joined our team in 2020 with over 20 years of experience in the financial industry, including more than a decade of Field Supervision, where she ensured that financial advisors stay compliant and act in their clients’ best interests. Linda’s passion for trustworthy financial planning ultimately showed her that she has a calling to work with clients directly. Linda will be serving clients in the greater Atlanta area and managing our Dunwoody location. Linda is a CERTIFIED FINANCIAL PLANNER™.