Linda M. Wanta
Director of Operations
As Director of Operations, Linda steps in after the financial planning process has been completed and investment decisions have been made with the client. This includes completing necessary documents, transfer documents, and subscription agreements in the event alternative investments have been selected. She deals with separately managed accounts and a variety of alternative investment strategies, gathering information to facilitate audits, and processing K-1’s for limited partnerships. Additionally, Linda manages the bill paying and other services for the high net worth clients.

Linda’s work experience includes acting as an interface to facilitate communication and exchange of information with accountants, lawyers, estate planners, psychologists, hedge fund managers and auditors; working with high net worth individuals and their needs; managing medical and business offices and their accounting and payroll system, hiring and training employees, and customer service.

Linda holds a Bachelors Degree in Business Management and Communications from Concordia University. She completed Foundations in Financial Planning from the College for Financial Planning, is a Registered Paraplanner, and has completed the Series 65.

Linda is married and has three children.