Our Professionals

Building, managing, and preserving wealth for a select group of families, individuals, and business owners is my life’s work and passion. For nearly three decades, it has been an honor to help clients navigate life’s transitions – planned and unplanned.

I strive to bring clarity to the possibilities and opportunities a client’s wealth may afford them. To serve as a teacher, coach, and problem-solver - developing and implementing comprehensive investment plans specific to each client’s unique needs. I focus on the Four Cornerstones of Wealth:

• Managing investments utilizing extensive due diligence and analytical resources to carefully balance risk and return expectations;
• Helping clients make prudent decisions related to borrowing and liability management;
• Addressing risks of a non-portfolio nature such as longevity and long-term care risks; and
• Providing guidance on estate planning and charitable giving strategies.
• I collaborate with internal and external subject matter experts to think and rethink about ways to best serve my clients’ needs and objectives.   I am optimistic about the future maintaining a strategic mind-set, yet tactical when circumstances warrant. I am continually looking for a better way to best serve our clients.

Above all, listening and understanding the unique stories and background of my clients and their goals is paramount to the success of our relationship.  Helping clients to find joy, purpose, meaning, and happiness in their lives is the driving force behind everything that we do at the Blunt-Lippert Financial Strategies Group of Wells Fargo Advisors.

Background The experiences and events of my childhood play a major role in my desire to help my clients prepare for whatever life has in store for them. The lack of proper planning, poor money habits, and the unexpected loss of a spouse and parent can weigh heavily on individuals and their families for years. This is where my passion comes from - to help my clients overcome financial adversity and safeguard the fruits of their labor.

 

Before embarking on my career as a financial advisor, I gained valuable experience as a business owner in the transportation industry.  This sector often provides insights into the strength or weakness of the economy because transportation is interconnected with the delivery of goods, services, people, and information.  My extensive experience regarding investment and wealth management has taught me the importance of rendering my judgment with care, skill, and caution.

Focus

It is my honor and privilege to help a select group of clients build, manage, and protect their wealth, and to be there for them during times of transition -- planned and unplanned.

I believe one size fits one size and that every client’s size is different and unique which is why listening plays such a critical role in my practice. Sound financial decision-making is a product of understanding my clients’ current situation, their past experiences, and their goals and objectives for the future. It also calls for thoughtfulness, discipline, and patience to help my clients balance their emotions and feelings about money with logic and reason.

I earned a Bachelor’s degree in Business Administration from Avila University, and I’m committed to life-long learning and professional development. My practice focuses on the Four Cornerstones of Wealth Management: Investments; Banking, Borrowing and Liability Management; Non-Portfolio Risk Management using insurance and other asset protection strategies; and Estate Planning and Charitable Giving Strategies.

Background

In my formative years, I witnessed people very close to me battle personal challenges and struggle with their finances. That was my catalyst to study and enter the field of financial planning. To teach and educate my clients and their family members about principles of sound investment and wealth management. To provide advice and guidance that is objective, unbiased, tax-efficient, and cost-effective. And to help my clients overcome setbacks and adversities just a vigorously as I enjoy celebrating their successes and accomplishments with them.

Only one thing matters more to me than my clients – my young son, Ledger.  He serves as a constant reminder of the importance and impact of my work on my clients and their families -- now and for generations to come.

Decades of experience working closely with financial professionals and their clients has taught Linda a great deal. She listens to people to understand their situation and needs, never guessing or assuming she knows or knows better. She’s resourceful, reliable and responsible. Challenging tasks motivate her, mundane tasks are never overlooked, and she continuously explores ways to improve client service.