Linda is based in our main office in Newtown, PA. She brings with her more than 20 years of experience in the financial services industry having worked at Merrill Lynch, VALIC, and Wells Fargo Advisors. Prior to that, Linda spent 20 years in sales and management for Fortune 100 companies in real estate, hospitality, and consumer products.

Linda’s approach is highly consultative and customized to the personal needs of her clients. She is experienced in the areas of:

• Retirement Planning
• Wealth Accumulation
• Investment Planning and Asset Allocation
• Insurance Planning, Fixed and Variable Annuities
• College Funding
• Cash and Liability Management
• Knowledge in tax and estate matters, working in collaboration with the client’s other professional advisors

Linda lives in Medford, NJ with her husband, Chris, and 2 children, Ryan and Julia. She is a member of St. Mary of the Lakes Parish and is an active supporter of Food Bank of South Jersey, Providence House, Susan B. Komen Breast Cancer Foundation, Merion Mercy Academy and St. Joe’s Prep