Linda is the Client Relationship Manager at Retirement Planning Associates. She is our clients’ point of contact for questions, information and appointments, and offers them unparalleled customer service.
Linda previously spent eight years at Retirement Planning Associates, transitioning from Data Entry Clerk to Client Services Manager, before moving to Lake Havasu City, Arizona for 11 years. She is returning as Client Relationship Manager with several additional years of experience gained as a Branch Office Administrator with Edward Jones, as well as administrative roles in other industries.
Originally from Syracuse, NY, Linda much prefers the California sunshine and is very happy to be back in Thousand Oaks. In her spare time, she enjoys gardening, reading, and spending time with her daughter.