Chicago, Illinois Office

35 W. Slade Street
Palatine, IL 60067

Phone: (847) 330-9911

Fax: (847) 330-9922

Linda Coffey

Linda Coffey, CFP®, CDFA®, CRPS®

Vice President

Chicago, Illinois

  • Linda helps individuals and families address complex financial situations with many moving parts to develop financial plans. She specializes in helping divorcing individuals make informed financial decisions throughout the divorce process.

  • Linda began her financial career because she was intrigued by the constantly changing markets. Her interest has been sustained by the discovery that, while personal financial decisions can affect one's life physically and mentally, not everyone is interested or has exposure to complex financial-literacy tools.

  • Linda attended Western Illinois University and received a BBA in Finance. She received her CERTIFIED FINANCIAL PLANNER™ professional accreditation from the CFP board and is also a Certified Divorce Financial Analyst and Chartered Retirement Plans Specialist

  • An active volunteer and wish granter with Make a Wish and other nonprofits, Linda enjoys spending time outside the office with her three kids, at the gym, bike riding, trying new restaurants with family and friends, reading good books, and walking the family dogs.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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