Advisor Profile

Linda is a highly experienced financial professional with a deep commitment to helping clients navigate their wealth management and insurance needs.  As a Senior Associate of Wealth Management at Choreo, she supports clients from the Rochester and Duluth offices, bringing years of expertise in financial planning, investment strategies, and client service.

Before joining Choreo, Linda built a career in financial services.  She served as a Senior Wealth Advisor at several firms, including CUSO Financial Services LP and BCU Wealth Advisors, LLC.  She also held key roles as a Senior Associate of Client Services at North Rock Partners, a Wealth Management Advisor at U.S. Bancorp Investments, Inc., and a Financial Advisor at Edward Jones.

Linda’s background includes coursework in wealth advisory and insurance, equipping her with the technical expertise and strategic insight needed to guide clients through complex financial decisions.  With a strong track record of client advocacy and a passion for helping individuals achieve their financial goals, Linda is a trusted resource for those seeking personalized wealth management solutions.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• CRPC®, CLTC®
• Series 7 & 63
• Life Insurance MN & WI