Lynda is a Chartered Retirement Planning Counselor ® (CRPC ®) and Accredited Investment Fiduciary ® (AIF ®). She holds the Series 6, 7, 63 and 65 securities registrations through LPL Financial in addition to her life and health insurance licenses in several states. Lynda has been in the insurance and securities industry for over 20 years.
Lynda works closely with individuals who are planning for, approaching, or already enjoying retirement. She takes a whole-picture approach in considering both her client and their legacy. She is committed to educating her clients and making the transition into retirement seamless and stress-free. She will work hard as your advocate with the goal to fulfill your investment objectives through her financial knowledge, customer service, and advice.
Lynda’s love for her family (her motto is “Family First”) and connecting with others shines through her local involvement and generous spirit; She consistently gives back to her community. Lynda resides in Burlington.