For more than 25 years Linda has helped clients plan for their financial needs. She focuses on planning for retirement including income for life, estate and income taxes, business succession, charitable giving and long term care.
During her career she has made hundreds of presentations to individuals, businesses, church and civic groups, national organizations, CPA's and estate planning attorneys. She's known for her ability to help people easily understand the most complicated issues.
In addition to being a Certified Estate Planner™
, Linda is a CPA, a member of National Ethics Association, Women's Estate Planning Council, MDRT, American Association for Long Term Care, and Ed Slott's Master Elite IRA Advisor Group. She is an Independent Investment Advisor Representative with a Series 65 securities license and also holds a Colorado Life and Health Insurance license.