With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Steven Link

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Steven Link Visit Steven Link's website


Our team

Bridget Link

Bridget Link

Business Development Director,

Practice Manager
Lannette Winkel

Lannette Winkel

Office Manager,

Client Concierge