I believe that true investment management and financial planning go far beyond the numbers. Every decision you make today plays a critical role in shaping your financial well-being for years to come.

That’s why I offer more than just a plan—I provide a thoughtful strategy and a partnership built on trust. I’m committed to answering your questions, guiding you through each step, and equipping you with the insight and confidence to make informed choices.

To me, a meaningful advisor-client relationship is rooted in trust, clear communication, and mutual commitment. When those elements are in place, my experience becomes a powerful tool to help you navigate and execute your financial vision with clarity and purpose.

Linda J Black 

With decades of experience in the financial services industry, Linda Black brings deep insight and strategic guidance to every client interaction. Since 1998, she has worked across investment firms, insurance companies, and securities institutions—building a comprehensive understanding of the industry from the inside out.

Linda specializes in portfolio construction, retirement planning, estate strategies, and money management. Her approach is both analytical and personal, helping clients navigate complex financial decisions with confidence and clarity.

A respected voice in her community, Linda frequently speaks on investment and personal finance topics for local organizations. Her ability to translate financial concepts into practical, actionable advice has made her a sought-after educator and trusted advisor.

As a federal benefits specialist, she has worked extensively with federal employees, helping them understand and optimize their unique benefit structures. From navigating the intricacies of the Thrift Savings Plan (TSP) to planning around FERS and CSRS retirement systems, she provides tailored guidance that aligns with their career paths and long-term goals.

Outside the office, Linda finds balance and joy in hiking, canoeing, and quilting. She cherishes time spent with her husband and their three children, embracing life’s adventures.

A proud recipient of:

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

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)

Elise Gunzel

Elise has recently joined our team as an Executive Assistant.

She attended Virginia Tech, where she obtained a bachelor’s degree in Marketing with a minor in Spanish.

In her free time, Elise enjoys cooking, sewing, and traveling with her boyfriend.

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.

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