Passionately Serving Our Clients Since 1995

Linda has been with Next Step since it was founded 22 years ago. Linda brings a wealth of hands-on financial services experience to Next Step, having held key positions with a number of prominent financial institutions and consulting organizations throughout the U.S. She was pivotal in developing and defining the company’s unique 11 point risk management methodology that is a fundamental focus in managing every client initiative. Linda also continues to be directly involved with clients from start to finish, ensuring ongoing client satisfaction throughout every phase of their project. Linda also carries the responsibility of ensuring continuous improvement throughout Next Step, making sure our methodologies always increase in effectiveness based upon experience.

Executive Vice President