Management Team
Partner | Financial Planner | Tax Accountant
FINANCIAL PLANNING ASSISTANCE INVESTMENT OVERSIGHT SERVICE RETIREMENT PLANNING & IRA PLANNING RISK MANAGEMENT SERVICES TAX, CONSULTING & ACCOUNTING SERVICES TAX REDUCTION PLANNING TAX SERVICESABOUT LINDA
Linda is the founder and manager of our Registered Investment Advisory firm. She joined the team in 2010 and brings decades of experience in investment portfolio management, financial and retirement planning, tax, and treasury management. Linda is a proud alumnus of Penn State and Rutgers. When not working with money, Linda spends time tending her garden, exercising or watching sports. She and her husband enjoy growing and preparing meals and enjoying them with family, friends, and a glass of wine.
A BRIEF HISTORY
Linda founded OMNI 360 Wealth, Inc formerly called PFG – FP and Sound Financial Solutions, Inc. in 1996 with a philosophy that everyone should have access to independent expert financial advice regardless of the size of their paycheck or bank balance. Linda delivers Wall Street knowledge and market savvy to Main Street with decades of national and international financial services industry experience. This experience along with an ongoing commitment to lifelong learning and the ability to listen objectively enable Linda to offer a wealth of knowledge to her clients.
Linda has a BS in Accounting from Penn State and a MBA with finance concentration from Rutgers University. She is active in her local and professional community. Linda lives with her husband in Middletown, DE.
LATEST REELS
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Linda is engaged, or continues to be engaged, to provide investment advisory services.
