Today, with over 20 years' experience in the financial services industry, I recall beginning my second career with Edward Jones back in 2008. I watched as this company navigated one of the most critical financial times in current history and knew I had found my new home.
Likewise, Alamogordo has been my home since I was 8 years old. My husband, Alan, and I are deeply invested in our community. We attend church at The Worship Center and participate in various volunteer activities there. I am an active member of the Rotary Club, PEO and the Alamogordo Chamber of Commerce. I enjoy helping with other various charities and organizations. Alan and I enjoy riding our motorcycle with our small group and camping together along with our three children: Matthew and his wife, Tessa; Eric and his wife, Shaley; Emily and her husband, Nick.
After graduating from New Mexico State University with a bachelor's degree in business administration (finance and real estate) I began my first career with Waddell and Reed as a registered representative in 1988. In 1996, I went home to raise our family for 13 years and then found my way to Edward Jones in 2008.
I have always enjoyed teaching my clients principles for sound investing. I believe it is fundamental you feel understood, informed and secure. It is essential for me to know what you value, so together we can create personalized strategies to help you reach your goals. We will partner together throughout your life to help keep you on track. We will work as a team with your CPA and attorney to determine the most appropriate financial strategies for you and your family. I enjoy working with individuals and business owners who have complex needs to be met.
My talented branch office administrator, Candace Muncy, is dedicated to providing you with the highest level of service. As a team, we pride ourselves on delivering an ideal experience by staying focused on you, striving to always put your needs first.
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Insurance & Annuities
- Intergenerational Planning
Mailing AddressPo Box 1923
Alamogordo, NM 88311
Phone NumberLinda S Schalk at (575) 434-5850
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