Linda is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®) and an Enrolled Agent eligible to represent clients before the IRS. She is also insurance licensed in Pennsylvania and New York and able to serve clients needs for variable annuities, life and health insurance. Linda has been a registered representative of H.D. Vest Investment Services℠ since 1994. Linda is active in the day to day financial health of her clients. Whether meeting with a client or researching to solve a problem, she believes accurate, personal and confidential service is every client’s right.
Linda is also a tax advisor preparing individual and business returns. Her knowledge of taxation laws helps her in giving her clients a plan that encompasses a complete financial and tax overview. Over the years she has enjoyed speaking on investment and taxation topics to many community groups.
Linda lives in Bradford with her husband of many years, Steve. They have 2 children, Katie and Kelly. Linda and her husband enjoy travelling, catching up with friends and family, reading and all manner of home and life projects. Linda has been a volunteer for student, church and civic organizations in the Bradford area.