Linda’s primary role is Investment Operations Manager and Chief Compliance Officer. She also manages the opening and maintenance of client investment accounts, and is always available to answer clients’ calls and provide assistance.
- College For Financial Planning (Degree in Paraplanning, 2006)
- Indiana University School of Medicine (B.S. Occupational Therapy, 1984)
- Paraplanner, Elser Financial Planning, Inc. (2006 – present)