Linda Voller, CTFA
Manager, Trust Committee Member
My Role at Covenant
Since the beginning of time, parents and grandparents have been looking out for their families; wanting more for their children and grandchildren. They have worked hard and have ideas and thoughts on what they want for the next generation. Helping them with their wealth preservation, vision and tailoring their trust, with the variety of options available to them, is like fitting the pieces of a puzzle together. With their end game in mind, helping them navigate to get there is very satisfying.
Education and Experience
My career in the trust world began in 1993 with a single family. Back then, trusts were totally discretionary, which meant that a Trust Committee the family did not know, was making decisions on investments and distributions, following the language in the trust document. Over the years, trust laws evolved to give control back to the people who worked for the wealth with the creation of directed trusts. This is a very important concept and a powerful tool. I have an accounting from Bismarck State College and am a graduate of Cannon Financial Institute’s Trust School and hold a Certified Trust and Financial Advisor (CTFA) designation.
Community Involvement and Personal Notes
I am a past officer and member of the Board of Directors for Habitat for Humanity, receiving the Volunteer of the Year award for my efforts in aiding to provide affordable housing for the Pierre/Ft. Pierre community. I am so a Court Appointed Special Advocate (CASA) which gives a voice to minor children during custody proceedings and have been involved with the mentoring program at the local middle school. I am very active in church activities and am involved with several ministries at my home parish of St. Peter and Paul Catholic Church in Pierre, South Dakota.