In her role as investment operations supervisor and chief compliance officer, Linda works closely with all members of our team to make sure that operations run efficiently and effectively, and keeps the firm compliant with SEC guidelines. Linda enjoys the challenges of keeping our clients’ portfolios in-line with their target allocations, especially in a fluctuating market.  And she has always been a “rule follower,” which helps when keeping the firm in compliance. 

After a 15-year career as an Occupational/Hand Therapist, Linda decided to stay home to raise a family.  When she returned to the work force, her interest in personal financial planning led her to obtain her paraplanner degree and the Series 65. Linda has been with Elser Financial Planning since its inception, and is proud of the growth the firm has seen over the years. Linda and her husband Dennis have two grown children, and two grandchildren.

When not browsing compliance manuals, Linda may be found walking her three dogs or doing yoga.