Client Relationship Specialist
As Client Relationship Specialist at Retirement Planning Associates, Linda is the primary point of contact for our clients, ensuring seamless communication, timely information, and exceptional service. Passionate about delivering exceptional client care, she plays a key role in supporting our team and elevating the client experience.
Linda previously spent eight years with Retirement Planning Associates, advancing from Data Entry Clerk to Client Services Specialist. After relocating to Lake Havasu City, Arizona, she gained additional experience as a Branch Office Administrator for a local financial services firm, along with administrative roles in other industries. In 2013, Linda returned to Retirement Planning Associates with an even broader skill set and a continued commitment to excellent client service.
Originally from Syracuse, NY, Linda much prefers the California sunshine. In her spare time, she enjoys gardening, reading, and spending time with her daughter.