Linda Sheridan

Senior Paraplanner - FPQP©

See if you're a fit

Tierney Shay

Sabrina Thacker

As an FPQP®, Linda is an integral part of the financial planning experience delivered to clients at PGFG. She is responsible for gathering, organizing, and preparing financial plans for clients. This work requires meticulous attention to detail and accuracy. Linda’s dedication is critical to ensuring that both the client and the wealth advisor have the information needed to make necessary decisions. She enjoys being part of that process—the process that centers around the client.

Q & A

What’s one piece of timeless advice you often share with clients navigating wealth?

Getting your investments organized and consolidated with financial planning, can help you navigate financial decisions with clarity and peace of mind.

Q & A

What’s something about you that might surprise people?

I’m a remote snowbird, living in Florida and Minnesota

Q & A

What’s a financial value you live by in your own life?

Financial freedom—reducing debt and saving for retirement—leads to a less stressful life.

Q & A

What motivates you in your work?

Helping clients organize their finances.

Q & A

When you are not in the office, what are you most passionate about?

Spending time with my husband, Troy, and our expanding family across three states has been a fun journey. In Colorado, our son Cole and his wife Baylee have blessed us with our first grandchild, filling our hearts with joy. Meanwhile, in Minnesota, our daughter Sydney and her husband Patrick share their lives with two beautiful retrievers. Together, we share a passion for boating, fishing, fitness, bible studies, and travel.

Q & A

What are the 3 words that people use to describe you?

Dedicated, Flexible, Conscientious