The Team

Linda Rachel

Linda Rachel

Founder and Chief Investment Officer

Contact info

Linda has over twenty five years management experience, with more than 13 in the financial services industry – more than enough time to develop her own vision of what a financial services company should be – and most importantly, how clients should be treated. Her respect for individuals eager to grow and protect their nest egg shapes her highly ethical risk management approach.

Linda is also a firm believer in the necessity of knowing the “whole person,” their needs and expectations. Only then, can the path to prosperity in an individual’s financial life be balanced.

Clients count on Linda’s insightful analysis and honest counsel, and speak highly of the friendly yet productive “chemistry” that defines their working relationship.

Licensed for life and health insurance and an Investment Advisory Representative, Linda is also currently active in coursework leading to her CFP certification.

Away from work Linda and her husband John split their free time between their families and their fledgling Arizona vineyard.