Linda was the first team member to join Brian in 2014 when transitioning to Raymond James. Her role as a Branch Professional was intended to be temporary but developed into a permanent position as she assisted in building a Raymond James presence in West Union, Iowa.
Linda’s greatest strength is her attention to details. This strength has been reinforced with her education which includes a BA in Medical Technology from the University of Northern Iowa and an MBA from the University of Iowa. Linda holds the Series 7 and Series 63 Securities Licenses. These experiences have ultimately benefited the team by providing Linda with the tools to provide an enhanced client service.
With the addition of team members at the branch, Linda has taken on a new role as the Branch Operations Coordinator. In this role, her focus is on creating overall efficiencies in the branch procedures. Even though her position at the branch has changed, her goal remains the same; to keep things simple for clients and exceed their expectations.
In her time away from the office she remains just as busy now as when she stayed at home raising their five daughters. There has been the addition of grandchildren to the family that Linda will jump at the chance to spend time with. Her personal goals are to become a better quilter and to be as active as possible.
Fast Facts:
Q: What is your go to Happy Hour Drink?
A: A good quality beer.
Q: What is your favorite way to spend a Saturday morning?
A: Get some reading in and then exercise.
Q: What is the best advice you have received?
A: Live each day with grace and thanksgiving.