Linda's primary motivation is helping her clients worry less about their money, so they can focus more on enjoying their life and family. By taking a compassionate, principled approach to investing, Linda guides her clients through the financial process as she listens carefully to their individual goals and concerns. Her combination of financial proficiency and client dedication allows Linda the privilege of being a trusted partner with her clients as they work together to achieve their goals.
Linda is a Registered Principal and Registered Investment Advisor Representative with Raymond James Financial Services, Inc., member FINRA/SIPC. In addition to a business degree, securities licenses and insurance licenses, Linda has also earned the Chartered Retirement Planning Counselor® professional designation, as well as the Investment Management Consultant designation, which signifies her competence in retirement planning and investment management theory.
Over the course of the past 23 years with Raymond James, Linda has worked in various capacities, including providing investment advice through a local community bank before realizing that the best way to help clients was to serve them with the objectivity and freedom that comes with independence. In 2007, she established her own independent practice and now manages over $155 million for her clients. She looks forward to continually adapting the practice as she strives to put her clients' needs first.
Prior to moving to Bend in 1995, Linda was a resident of St. Croix, U.S. Virgin Islands, and owned a successful manufacturing business. Linda has two grown children and enjoys hiking, kayaking, mountain biking, working in her fused glass studio, and traveling.
Her commitment extends to the community as well, where she enjoys her association with the following organizations: