Linda joined the team in January 2018 to provide exclusive service and support to business retirement plans. Her role includes client relations, overseeing the documentation process, account opening and the ongoing service of plan clients. Linda manages the Retirement Plan Advisory Group (RPAG) platform to incorporate core practice areas including investment due diligence, plan performance, RFPs, benchmarking and fiduciary compliance.
Linda earned a Bachelor's Degree in Management Information Systems at St. Joseph's University in Philadelphia. She is also a Certified Personal Trainer and teaches a variety of group fitness classes. Linda enjoys fitness, travelling, the outdoors and spending time with her family and friends.