As Bruce’s right hand, Lynda’s responsibilities include working with clients to open new accounts; coordinating all client servicing requests such as account deposits, withdrawals, transfers, and direct rollovers; and making sure clients receive their retirement distributions and tax reporting information in a timely manner. She acts as a liaison between the client, advisor, and third-party firms, troubleshooting any issues that arise. You can contact Lynda if you have any questions regarding your accounts or Investor360°, a tool that gives you the power to view your accounts online. Lynda has been with Innovative Wealth Strategists since 2004.
Lynda graduated as valedictorian from Pacific University in Forest Grove, Oregon, and holds her California state life insurance license. She has been married to her husband, Dan, for more than 37 years. They have two married children and one grandchild. In her spare time, Lynda enjoys gardening, reading, traveling, going to Disneyland, and walking her dog, Tea.