Linda Black believes there is more to investment management and financial planning than numbers. The decisions you make now will affect your financial health for years to come.

You need a solid strategy and a competent, caring professional on your side. You need someone who will answer your questions and take the time to educate you along the way.

Linda believes there is no relationship between you and your advisor without commitment, effective communication, and trust. Only then can the experience of a competent advisor help you execute your financial strategy.

Away from the business, Linda enjoys hiking, canoeing, quilting, and spending time with her husband and their three children.

Linda Black 

Linda has extensive experience counseling clients on portfolio construction, retirement issues, estate planning, and asset protection strategies.

She frequently lectures on investment and personal finance topics for various organizations in her community.

Linda Black has worked within the financial services industry since 1998 with investment and insurance companies as well as securities firms. She has a solid financial foundation, and knowing the industry from the inside out gives her a clear advantage in understanding investment products and contracts.

A proud recipient of:

• Chartered Financial Counselor (ChFC®)
• Retirement Income Certified Professional (RICP®),
• Global Fiduciary Steward (GFS®),
• Chartered Federal Employee Benefits Consultant (ChFEBC)

Linda is experienced, competent, and approachable. She is licensed to practice as a Registered Representative in:

CA, IA, MD, NY, PA, SC, TX, VA, and WA

Linda is licensed to practice as an Investment Advisor Representative in:

IA, SC, PA, and VA

Nationally recognized for Ethical Practices in the Financial Services industry: 

• Vincent Micciche Ethos Award For Outstanding Service and Dedication in Promoting the Highest Ethical Standards in the Financial Services Industry
• Kalinowski Luminary Award for Outstanding Service and Inspirational Leadership in the Financial Services Industry
• 2018-2022 George Mason University Advisory Board (Women in Business Initiative)

Christine Billups

Christine Billups joined our team as an Office Manager in 2019. A recent transplant from Atlanta, Ms. Billups is a graduate of Purdue University with a strong Business Management background. 

With over 20 years of experience in marketing and business organization, she is a welcome addition to the team.  Her enthusiasm, vision and organizational genius is a great asset to our core!

In her free time, Christine enjoys tennis, travel, and family time with her husband and 3 kids.

Dorothy Koyles

Dotty joined our team in 2013 as the director of our administrative staff. Dotty ensures that our records retention, compliance models and data organization meets our goals and requirements.  A native of New York City, she and her husband relocated to Northern Virginia in 2005.

Dotty enjoys cross country travel to visit her extensive family and logs in many hours a week as a volunteer at her church and local hospital. She is the proud mother of six, grandmother of 12 and great-grandmother of four.