Linda Jesseman has been responsible for client support, account administration, and communications at EKS Associates since 2002. Known for her personalized and dependable service, she is a trusted liaison for the firm’s clients, financial advisors, and brokerage firm contacts. Linda is chiefly responsible for administering client accounts, ensuring all activity and record-keeping is handled efficiently, accurately, and confidentially. Working closely with the financial planners, Linda ensures clients receive timely communications and customized reports about their financial plans and investment accounts. Prior to EKS Associates, Linda spent 18 years as a client service and project manager for a major U.S. telecommunications company.
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The financial plans we develop are comprehensive and designed to help you achieve and maintain financial independence. The plan is driven by your needs and goals.
Request a discovery call today. Share your priorities and concerns with us. We welcome the opportunity to explain our approach. You will clearly see how our fee-only financial planning process can help you achieve your short- and long-term goals.