Linnea joined Union in 2007 and brings with her a tremendous passion around her ability to help her clients meet their life goals through the proper management of their financial resources. She has the capacity to listen to clients to determine what is most important to them in their lives and then help to develop a strategy which enables them to realize their goals.
Linnea is most pleased when a client asks for advice or just wants to discuss what is currently weighing on their minds. She has had several clients tell her that she’s almost family to them which excites her the most.
She has earned the distinctions of Certified Financial Planner and Certified Trust and Financial Advisor. She is also a member of the Staunton Estate Planning Group as well as the Staunton Kiwanis Group. She serves on boards of Blue Ridge Community College Foundation, Augusta Regional Clinic, and Virginia Mennonite Retirement Community Foundation.
When she’s not working, you’ll find her enjoying family, friends and the great outdoors!