Navigating a clear course toward your financial security.

Linda M. Wakefield, RP®
Client Service Associate

Linda M. Wakefield, Client Service Associate for Taxation and AccountingAreas of Focus:

Tax preparation




Linda holds a Bachelor of Science degree in Accounting from Southern New Hampshire University (2008) and an Associate in Science Degree in Paralegal Studies from New Hampshire Technical Institute.


With her background in accounting, taxation, and law, Linda brings additional depth to our tax team and serves as a valuable resource for addressing tax and accounting-related questions both for our personal financial planning, small business, and municipal investment management clients. Linda has advanced her knowledge of law and accounting over a career that includes work in both accounting and law. She previously held positions at the Harvey & Mahoney law firm in Manchester, and at accounting firms Victoria L. Phillips in Loudon and Gamwell, Caputo, Siek & Company in Conway. She has also gained corporate bookkeeping experience through work at Concord Coach Lines, Inc. in Concord and Geoff Gray Corporation in Salem.

Linda is a life-time resident of New Hampshire.  She grew up on Lake Winnipesaukee in Tuftonboro, NH and now resides with her three daughters in Sandown, NH. 

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