“The most rewarding part of being a financial advisor is when we finish a meeting and the clients feel much more relaxed, comfortable and confident about their financial plan. The relief that people feel when they have found a team they can trust is extremely rewarding.”
Jake has been in the financial services industry since 2013 and comes from an entrepreneurial background, having started and operated three successful businesses prior to becoming a financial planner. Jake brings a wealth of knowledge and experience helping businesses and individuals with their financial, estate and tax planning. He focuses on helping individuals and business owners articulate their goals, develop a plan to pursue those goals and modify that plan on an ongoing basis to keep you on track to work toward those goals. Jake’s specific areas of expertise are business retirement plans, business succession planning, and retirement planning for individuals of all ages.
Jake understands that the financial planning and investment world is complicated and, to many, overwhelming. His goal is to be a trusted resource for financial advice that is communicated in a way that clients can understand and removes the anxiety and skepticism often associated with financial planning and investing. Jake is committed to offering superior service, personalized attention and financial expertise to each of his clients. Integrity is the foundation of Jake’s life and financial planning practice, and he would appreciate the opportunity to earn your trust.
“I’m passionate about serving clients and guiding them through the process of answering the question “what’s important about money to YOU?” Then implementing a personalized plan that meets their goals and helps them prepare for a secure future.”
Mark Linder has been in the financial services business since 1985. His specialty is helping clients age 50 and older reach their financial goals. Working with his team, Mark will be able to help you build a conservative and tax efficient savings and spending plan. Mark lives in the Hutchinson area with his wife, LuAnne, of 40+ years. They have four children (three married) and 8 grandchildren.
“I love teaching my clients the most affordable way to obtain quality healthcare coverage for their families. It brings me so much joy to use the information I have to help them make sure they’re in the best possible scenario for their family’s unique circumstances.”
Mandy has received several awards for her work with Federally Funded Marketplace insurance. She is licensed in both life and health insurance and she works along side us in retirement planning to ensure we’ve planned for everything.
Katie Jo joined the Linder Financial team in 2023 as the Director of first impressions. In addition to scheduling appointments, I love being the first point of contact and the opportunity I have to get to know our community and clients better. She has a passion for providing outstanding client service, as well as building relationships with the clients we serve.
”As a registered assistant I work hard to be a support to the advisors in our office so, as a team, we can provide our clients with the highest level of service.”
As a registered assistant, Kate is knowledgeable and able to help both us and you with investment transactions. She is the front line of servicing our clients!
“I enjoy providing friendly customer service and assistance for our clients.”
As our Client Services Specialist, Kathy is happy to help get answers to your questions or to facilitate the exchange of important documents.
“I enjoy being part of a team that is truly passionate about serving others to assist in their financial planning to give them peace of mind in whatever the circumstance.”
As our operations specialist, Tanya is meticulous in completing every transaction and she will work one on one with you to navigate any necessary followup.
As our Administrative Coordinator, Michelle keeps you informed and us organized! She handles all of our record keeping as well as any newsletters, making sure you’re up to date on our latest news!
Neil is a former business owner who switched career paths. He became a high school business teacher to positively affect more lives. As a way to improve his teaching and help more people, he earned a Master’s Degree in Family Financial Planning from North Dakota State University. He joined the Linder Financial team part time in 2018. His specialty is helping young clients start the financial lives off on the right foot.
Our team approach to financial planning and wealth management allows us to look at your full financial picture. We have advisors from various industries that lend their expertise in creating a custom portfolio based on your unique goals in an effort to help you achieve your dreams for the future. Our goal is to give our client’s peace of mind knowing that nothing has been overlooked.
© All Rights Reserved 2021
FINRA’s BrokerCheck. Insurance services offered through Linder Financial Resources, which is not affiliated with Osaic Wealth Inc. or registered as a broker-dealer or investment advisor. Neither Linder Financial Resources nor Osaic Wealth Inc. provide tax or legal advice. All other listed entities are unaffiliated. Jake Linder, and Mark Linder are Investment Advisor Representatives offering investment advisory services through Osaic Wealth Inc. a registered investment advisor. Securities and advisory services are offered through Osaic Wealth Inc. Member FINRA / SIPC. This communication is strictly intended for individuals residing in the states of AK, AZ, CO, FL, HI, IA, MI, MN, MO, MS, MT, ND, NE, NJ, NY, OH, TX, VA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
We do not offer every plan available in your area. Currently we represent 5 organizations which offer 57 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options. This is a proprietary website and is not associated, endorsed or authorized by the Social Security Administration, the Department of Health and Human Services or the Center for Medicare and Medicaid Services.
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