Navigating a clear course toward your financial security.

Linda M. Wakefield, Client Service Associate for Taxation and Accounting





Linda M. Wakefield, FPQPTM

Tax & Accounting Specialist


Areas of Focus:

  • Tax Preparation
  • Accounting
  • Municipal Reporting


Financial Paraplanner Qualified ProfessionalTM , 2015. 


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.

Experience and Background:

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 daughters in Brentwood, NH. 

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