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Meet Our Team

a Combined 25 Years of Experience

To Address Your Biggest Financial Concerns

We offer clients an impressive depth of knowledge and experience in investment planning, insurance efficiency and legacy planning as well as qualified retirement plans for corporate and nonprofit clients. In addition, our advisors hold a variety of licenses and professional designations earned through a dedication for ongoing education and professional excellence. Our combined education and experience positions us to offer broad-based financial advice that our clients can trust.

Laurel Link, CRPC® Photo

Laurel Link, CRPC®

Investment Advisor Representative

As a second-generation investment professional, Laurel was mentored by her father at a very young age learning not only about the management of money, but also the psychology of money. Since beginning her career in 2005, Laurel has been driven by her unwavering commitment to her clients. Choosing to focus on more than just her client's investment portfolio, Laurel takes a comprehensive approach to the personal finances of her clients and works in partnership with the rest of our firm to help clients work to achieve their goals. 

Laurel is a graduate of the University of Dayton and has been a lifelong Ohio resident. Laurel and her husband, Brian, have been blessed with four children: Alison, Reagan, John and Taryn.

Ready To See How Laurel Can Help?

Give Us a Call

Brian Link, CRPC® Photo

Brian Link, CRPC®

Investment Advisor Representative

Brian has focused on financial, wealth and distribution planning since 1998, advising clients both locally and nationwide. As an Investment Adviser Representative and a graduate of the University of Kentucky's Gatton College of Business & Economics, Brian carries the designation of Chartered Retirement Planning Counselor® (CRPC®). Brian and his team can provide personalized, comprehensive financial guidance through the development and implementation of your customized financial plan. 

Ready To See How Brian Can Help?

Reach Out To Us