Linda is a Certified Financial Planner and has been in the financial industry since 1979. She is also enrolled to practice before the Internal Revenue Service. Before becoming a financial professional, Linda held several executive positions in the banking industry. She began her career as a bank examiner. Linda has a PhD in Personal Financial Planning from Kansas State University, a Master of Business Administration from Southern Methodist University, and a Bachelor of Arts degree in Business Administration from Principia College. She was formerly Chair of the National Board of Directors of the National Association of Personal Financial Advisors. Linda has three children. Her hobbies include reading, movies, hiking, and knitting.
For more information about Linda’s experience and credentials, click here.
Terri is Operations Manager and Chief Compliance Officer. Terri has worked in this profession managing operations, accounting, and staff supervision since 2003. Prior to that she worked at Digital Equipment Corporation for 10 years in finance and cost accounting. She has a Bachelor of Science in accounting from the University of Colorado. Terri loves to spend her free time outdoors - gardening, hiking, and camping.
Cale is a Research Analyst and Assistant Operations Manager. In addition to his work in this profession, he also coaches youth soccer. He has a Bachelor’s degree in finance from the University of Colorado. He grew up in New Jersey and enjoys sports and motorcycles.
Bob is in charge of client comfort and relaxation. He understands that personal finance is sometimes a stressful topic and does his best to help calm clients. His hobbies are chasing rabbits and reading existential literature.
*If you might be allergic to one of the members of the firm, just let us know and that member will not attend your appointments.