People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Linda Olson

Receptionist

Back To Bios

As the receptionist at our Bethesda, MD office, Linda’s warm and caring personality is evident from the moment she answers the phone or greets our clients.  As administrator and tax department assistant, she is also an expert at organization, time management and efficient business systems, and admits that she likes the level of energy and camaraderie during our busy tax season.

Linda served as the Receptionist at Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018 providing faithful service to them and their clients since 1994.

When not in the office, she enjoys spending time with her family and, when possible, attending any and all activities they are involved in. Linda is married with six children, ten grandchildren, a dog and cat.