Meet Longtime Chamber Member, Brookfield Financial Plans Inc.
In our Member Spotlight we want you to meet Linda Sokol Francis of Brookfield Financial Plans Inc. as she shares more about her company, community and commitment to our region! Brookfield Financial Plans can be found at 3439 Grand Ave., Brookfield. You can contact them at 708.485.9224 or email at email@example.com.
WSCCI: Tell us about your business and who you serve? How long have you been in business? How long as a member of the Chamber?
LINDA: I started Brookfield Financial Plans in 1975. At that time, there were few financial advisors for the low income and middleclass residents of Brookfield. I am now licensed in 42 states, have over 300 million under management and serve 1400 households.
WSCCI: What called you to your work?
LINDA: I have been doing taxes and accouting since I was 17 years old in Brookfield, Chicago and Berwyn. I saw the need for financial advisors when I worked on the tax returns and saw high interest deductions and little, if any, savings.
WSCCI: Do you have a personal or professional motto?
LINDA: I organized the Rotary Club fo Brookfield in 1999. Our professional motto has alwasy been the same as the Rotary Organization: SERVICE ABOVE SELF
WSCCI: Name your greatest success or what you are most proud of, in your business experience?
LINDA: I am a life time member of Who's Who and one of 5 people inducted into the Waddell & Reed Hall of Fame. I have been honored with the West Suburban Chamber Millennium Award and Woman of the Year award. I have also been awarded the Illinois Business Woman of the Year by the State of Illinois and by the Brookfield Professional Women's Organization.
WSCCI: What is your favorite part about working and/or living in Brookfield and the surrounding communities?
LINDA: I live in Western Springs and my office is in Brookfield. I lived in Brookfield for 27 years and my heart and office are still there.
WSCCI: Favorite Chamber Event or Initiative?
LINDA: My favorite event of the Chamber is the Christmas Party.
WSCCI: Before we end, tell us a something else you'd like us to know about Brookfield Financial Plans Inc.
LINDA: I have 5 faithful employees, some of which have been with me for over 40 years. It takes a team to make a successful business.
Thank you to Linda Sokol Francis and Brookfield Financial Plans Inc. for helping our community thrive!