Throughout her career Linda has helped her clients plan for their tax, estate and financial needs. She is passionate about helping people just like you plan for the unique needs of retirement including income for life, tax planning, investment planning, estate planning, business succession, charitable giving and long-term care. She’s always looking out for what’s in your best interest.

Linda enjoys sharing her knowledge and experiences through more than 10 years of weekly radio shows, podcasts, and hundreds of presentations she’s given 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 even the most complicated issues.

Linda is a member of Women’s Estate Planning Council, American Institute of CPAs, Colorado Society of CPAs and Ed Slott’s Master Elite IRA Advisor Group. She is an Independent Investment Advisor Representative with a Series 65 securities license and holds Life and Health Insurance licenses in multiple states.

At home she loves gardening and entertaining. Linda and her husband, Carl, enjoy helping others and spending time with family and friends. They also enjoy continuous learning, reading, traveling, writing, and watching birds and wildlife.