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 J 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 licensed to practice in:

CA, FL, IA, IL, MD, NC, NY, PA, SC, TN, TX, VA, WV, WA and WI

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)
• 2022 George Mason University Advisory Board (Business For a Better World)

Zeina Issa

Zeina Issa joined our team as an Office Manager in 2022.

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, Zeina enjoys reading, horseback riding, travel, and family time with her husband and 2 kids.

Christine Billups

Christine joined our team in 2019 as a Client Relationship Specialist.  Christine’s primary role is building and maintaining client relationships and streamlining operational processes.  Christine holds a Bachelor of Science degree from Purdue University and is a notary public.

When not at work, she enjoys spending time with her husband, John, their three children…and Barkie, their Cocker Spaniel-Bichon!