For her entire career Linda has helped her clients plan for their tax, estate and financial needs. She is passionate about helping you plan for the unique needs of retirement including income for life, planning for and reducing income taxes, investment planning, estate planning, business succession, charitable giving and long-term care. She’s always looking out for what’s in your best interest.
She loves to share the knowledge through her radio shows 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 you easily understand even the most complicated issues.
Linda is a member of National Ethics Association, Women’s Estate Planning Council, MDRT, 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 a Colorado Life and Health Insurance license.
She and her husband, Carl, enjoy spending time with their children and family. They also enjoy continuous learning, reading, travel, writing, and watching the wildlife that share their land.