Coordinated Lifetime Strategies

 

Linda Crouse
Linda graduated summa cum laude from the University of Maryland, College Park, and became a CPA that same year. After working for six years at Price Waterhouse in Washington D.C., Frankfurt, Germany, and Portland, Oregon, she established her own firm in Portland. That firm
later merged to become Angel and Crouse, CPAs, from which Schultz Group CPAs (formerly Schultz and Crouse, P.C.) spun off in 1987.

Over the years, Linda and her partners in the CPA firm found that their tax clients frequently asked personal financial planning and investment questions beyond the traditional CPA areas of tax and estate planning. Linda began to study the broader areas of personal financial planning and received her Certified Financial PlannerTM certification in 1992. At the same time, she completed the requirements for the CPA/PFS (Personal Financial Specialist) program and received the gold medal for the national PFS exam.

Linda has served on the national board of the American Women’s Society of CPAs and was president of the local affiliate. She later served three years on the state of Oregon Appraiser Certification and Licensure Board. She currently lives in Bend, Oregon, working both remotely and in person with her colleagues and clients in Portland and other cities. She enjoys spending time with her family, reading, travel, and outdoor activities.

 


 

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