Linda Smith, CFP®, ChSNC®, NSSA®,  is one of the firm’s financial planners. Linda is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Certified Social Security Consultant. She earned her Bachelor of Business Administration (BBA) in Finance from Walsh College in Troy, Michigan. Linda is also a member of the Financial Planning Association (FPA).

Interestingly, Linda and her husband hired Bill Mack as their personal financial planner in 1986, while she was working as the Assistant Controller for McDonnell Douglas Capital. Having remained clients throughout the years and after taking a break to raise their three children, Linda joined the firm in 2005. In her spare time, Linda enjoys taking trips and spending time with her family.

Firm Description

WMA offers a unique holistic approach that answers the most common client question: "Are we doing everything we should be doing in order to achieve our goals?"

We have been providing highly personalized financial planning and investment management services for over 30 years. We serve families across multiple generations, providing high quality service and support to all family members, regardless of their level of personal wealth.

In addition to multi-generational families, our clients include affluent individuals, corporate executives, health care and education professionals, and retirees.

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