Job Description – Lynda is JFA’s client relationship Czar. Her primary goal is ensuring all client goals and needs are achieved. She manages all client relationships by providing operational and technical support. In this capacity, Lynda communicates with clients throughout the year helping them with any and all service requests. Lynda has been working alongside the founder since 2008, overseeing the day to day operations of the team and striving to exceeding client expectations.
Education – University of California at Davis – Bachelor of Science in Psychology
Certifications – Series 7, 63
Getting to Know Lynda
Lynda joined the team after spending six years in the mortgage industry, working closely with clients in helping them meet their mortgage needs.
Lynda enjoys spending time with her husband, son, and daughter, whether it is at the playground, movies, or just at home playing board games. During her spare time, she likes to travel, attend concerts, go the theater, read, binge watch Netflix shows, try new restaurants, and go wine tasting.
- Favorite quote: Everything happens for a reason. That reason causes change. Sometimes it hurts. Sometimes it’s hard. But in the end, it’s all for the best.
- Favorite holiday: Christmas
- Favorite movie: Good Will Hunting
- Biggest accomplishment: My family
- Something on Lynda’s bucket list: Rent a glass igloo to sleep under the Northern Lights.
Why I like working at JFA – “I am proud to be part of a team that values the importance of customer service and people’s relationships. It is a joy to work with a team where the number one goal is to do what is best for the client. I admire that fact that at JFA our clients are not just clients, but instead they are members of the JFA family.”