HELPING BUILD GOALS AND DREAMS
Linda’s professional background with a major recordkeeper and two TPA firms covers more than 30 years. Throughout her time in the industry, she’s gained experience in sales and marketing, business development, internal wholesaler training, and new business implementation. Her passion lies in helping plan sponsors and participants meet their goals and objectives by designing and helping establish customized retirement plans for each client. Linda earned her Accredited Retirement Plan Specialist (ARPS) designation through The SPARK Institute and is a member of the Women in Pensions Network.
A native of Chicagoland, Linda now calls Houston home with her husband, Tom.