Our Qualifications

Hi, I'm Linda Bonham and have been working with individuals and businesses in the area for many years. .

I have  extensive personal and professional experience.

I hold various professional designations.  I am an investment advisor and work with many different fund, insurance and annuity companies.

Jennifer Upleger is a registered representaive and has been working with me for the past 15 years.  She is a tax expert as well as working with life insurance, annuities and mutual funds.

We are happy to help you prepare for the future.  We are dedicated to developing lasting relationships will all of our clients.  we believe in helping you set your financial goals and participating in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and serivces.  The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our experience to help you pursue your financial goals.