Florida Office

As a single mom, Linda knows the importance of budgeting, saving, and investing for her family’s future. She is committed to teaching those concepts in a simple, clear, and concise manner. She believes in helping her clients build, grow, and keep their wealth, and her primary focus is on assisting them with planning to achieve their goals. Linda works with all generations and believes that you can never be too young—or too old—to start saving for the future.

Linda has her Series 65 license and is an Investment Advisor Representative and a licensed insurance professional. She joined the Citizen Advisory Group in 2009.

Patti brings extensive customer-relations experience to Citizen Advisory Group. As a banker, her various roles included bank officer, branch manager, acquisitions branch trainer, investment counselor, and mortgage lending operations manager. She’s committed to providing personalized, friendly, and prompt service to every client.

Patti was born in Indiana but has spent most of her life in Florida. She likes spending time with her family—especially her grandchildren—and loves to travel, read, and occasionally relax.