Current Role and Professional Background:
As Chief Client Officer, Linda’s responsibilities include overseeing the firm’s Financial Advisory Team and the execution of the client experience. In addition, she oversees Financial Advisory Team projects and initiatives while contributing to the strategic thinking and execution of the firm’s vision. Prior to joining Goodman Financial, Linda was a top industry speaker and Investor Education Instructor with TD Ameritrade. Most recently, she was a Branch Manager leading Client Service and Financial Consultant professionals, providing goals-based financial planning and personalized solutions for clients. Linda has over 20 years of leadership experience in the financial services industry, in the areas of strategy, client relationship management, product and service development, and global implementation.
Education:
- Master of Business Administration, University of California, 1992
- Bachelor of Business Administration, Arizona State University, 1982, Summa Cum Laude
- CBA’s Graduate School of Retail Bank Management, 1999, with Honors
- CERTIFIED FINANCIAL PLANNERTM Professional
- Chartered Market Technician
Affiliations, Current and Past:
- Member, Market Technicians Association (2009 – Present)
- Member, Financial Planning Association (2021 – Present)
- Board Member, Charitable Gift Planners of Houston (2022 – Present)
