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.

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Team photo

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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

Practice Manager,

Business Development Director

Roni Harkey

Client Relationship Manager,

Marketing Director

Tressa Evans

Client Service Manager