Todd Link

With more than 20 years of experience in financial services, Todd brings seasoned insight and a steady, strategic approach to wealth management. He guides individuals, families, and business owners through all types of market conditions, developing personalized strategies that support long-term financial success. His core expertise spans retirement planning, portfolio management, wealth preservation, and goal-based investment strategies.

Todd believes that true financial freedom comes from a clear roadmap and a trusted partnership. He is passionate about helping clients make informed decisions, transforming complex financial concepts into actionable steps so they can confidently pursue their most important life goals.

Outside of work, Todd enjoys golfing, traveling with his family, and cheering on his three children at their sporting events. He and his wife treasure their time together as a family, both at home and while exploring new places.