Meet Linda
Linda is a Sr. Financial Planner based in Schaumburg, Illinois. She joined Mercer Advisors in 2024 following her role as an Associate Wealth Advisor at Buckingham Strategic Wealth. She earned a B.S. degree in finance from the University of Illinois, Chicago, and an MBA degree in finance and economics from The University of Chicago Booth School of Business, and she is a CERTIFIED FINANCIAL PLANNER® professional.
Her working style
Linda values collaboration, accountability, and a strong commitment to client success. She believes the most effective solutions come from understanding diverse perspectives and collaborating closely with clients and colleagues. Linda excels at simplifying complex financial concepts and sharing practical, actionable guidance.
Linda in real life
Favorite thing about where you live?
I was born and raised in Chicago and have a deep appreciation for everything the city offers. I love its vibrant neighborhoods, incredible food, and the sense of pride that comes with being a Chicagoan.
What keeps you busy outside of work?
I enjoy spending time with my family and friends as well as staying involved with my three boys. I love attending local events, festivals, concerts, and sporting events. I also enjoy traveling and spending time outdoors.
Why do you like working at Mercer Advisors?
I like working at Mercer Advisors because it aligns with my values of collaboration, integrity, and client service. The firm’s commitment to comprehensive financial planning and building long-term relationships allows me to do what I enjoy most: help clients navigate important financial decisions and move closer to achieving their goals.
Linda’s snapshots
Meet Linda’s Teammates
Lauren Rosberg
Wealth Advisor
What Linda Says
Collaborating with Lauren results in recommendations that are both strategic and grounded in careful financial planning. This helps ensure clients receive thoughtful, comprehensive solutions tailored to their financial goals.
Tom Herzing
Sr. Wealth Advisor
What Linda Says
Tom brings thoughtful guidance and perspective to client engagement and strategy discussions, helping the team better understand each client’s distinct needs and priorities.
Joanna Geier
Sr. Wealth Strategist, Ascend
What Linda Says
Joanna’s advanced financial planning knowledge helps translate complex financial data into meaningful insights that support informed decision-making and long-term client success.
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