LOCAL. INDEPENDENT. HONEST.
We pride ourselves on providing exceptional service to our Las Vegas community. That means we focus on doing business in a friendly, efficient, and effective way. Our work ethic drives us to go that extra mile to ensure the expectations of our advisors and their clients are being met. Link Financial Advisory is an independent financial firm which means our clients receive customized guidance based on their entire financial picture.
OUR LAS VEGAS FINANCIAL PLANNERS
Prior to starting Link Financial Advisory, Richard worked as a financial advisor in the banking industry. Richard serves his clients as an independent financial advisor by providing customized financial strategies using an open architecture platform. What this means to his clients is Richard looks at their entire financial structure, goes out to the market and finds the best solutions and strategies in a tax efficient manner.
Richard holds a Bachelor’s degree in Finance from the University of Nevada, Las Vegas and is a CERTIFIED FINANCIAL PLANNER™ professional.
Richard grew up and resides in Las Vegas, Nevada, with his wife and their two children and is an active alumnus of Sigma Alpha Epsilon.
Favorite hobbies: CrossFit, Spartan race competitions, and Swimming.
Favorite sports team: Las Vegas Raiders (when they arrive!)
Favorite movie: The Pursuit of Happiness – Life is a journey of struggles. It’s how you react to many of life’s curve balls that defines you as a person personally and in business.
Mark has served as a financial planner for over 20 years. He is author of the book Wealthy and Wise. In 2007 Vegas Life Magazine named him a 5-Star Wealth Manager. The Financial Times named his firm the Executive Advisory Firm of the Year for 2012. He has taught finance and other courses at UNLV, the American College and the National Defense University. He has a passion for helping people reach their financial goals.
Mark has a bachelor’s degree in Finance from BYU and an MBA from City University of Seattle. He has also completed post-graduate education at Duke University in Strategic Financial Management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) and Chartered Financial Consultant (ChFC) designations and is a former Enrolled Agent of the Internal Revenue Service.
Mark retired as a Colonel from the US Army where he was awarded the Bronze Star and Legion of Merit. His many deployments include Iraq, Afghanistan, Kuwait, Qatar, Turkey, Japan, Germany, the Philippines and Jordan. Mark and his wife, Lesly have four children and four grandchildren (all living in Henderson).
Favorite hobby: Time with family.
Favorite sports teams: Las Vegas Raiders, Golden Knights and Aces.
Favorite movie: A Knight’s Tale
Prior to joining Link Financial Advisory Brandon had work experiences as a Financial Advisor in the banking industry and various brokerage and insurance firms. Brandon serves his clients by developing and maintaining positive relationships. What this means to his clients is he uses a client-centered approach and analyzes his client’s finances and helps them achieve their specific short-term and long-term goals. He is a Registered Investment Advisor.
Brandon grew up in a suburbs of Chicago, Illinois and resides in Las Vegas, Nevada, with his fiancé and cat. He serves as a member of the Jewish Nevada Young Leaders and volunteers in the community.
Favorite hobbies: I enjoy spending time with my family and friends, watching sports, and staying active at the gym and hiking outdoors. I love researching and learning about cars, attending car shows, whether it’s classic hot rods or exotic sports cars.
Favorite sports team: Being a native of Chicago, my favorite sports teams include the Chicago Cubs and Chicago Bears. I remember going to the games as a kid. I attended clinics at the Cubs games and got to meet Andre Dawson, Ryne Sandberg, and Harry Caray out on the field.
Favorite movie: Gone in 60 Seconds is one of my favorite movies because it includes two of my passions: action movies and sports cars.
Office Manager and Client Service
Kimberly is the office manager for Link Financial Advisory. She is responsible for many tasks that keep our office organized. She handles client services for Richard and is an integral part of the financial planning team. Prior to joining Link Financial Advisory, she worked as an executive assistant for an international real estate and property developer.
Kimberly graduated from American Intercontinental University with an Associate in Business. Kimberly grew up in a military family and has traveled to and lived in various places. She has lived in Hawaii, Colorado, Germany, and Georgia. She now resides in Las Vegas, Nevada with her husband and son.
Favorite hobbies: Aside from spending time with my family, I enjoy making crafts, painting, writing, and reading. My absolute favorite thing to do is to curl up with a good piece of fiction—I enjoy reading everything, although I have a special place in my heart for fantasy and Sci-Fi novels. Having to travel so much when I was younger, I appreciate it best when I can explore other worlds and places without having to leave home.
Favorite sports team: I’m not really into sports but I support my husband in his love for soccer and Manchester City.
Favorite movie: Breakfast Club—Although it’s really hard to pick because there are so many movies I love. I have to say 80’s movies hold a majority of my favorites. I enjoy the nostalgia I feel when I watch a classic 80s flick, and I can appreciate the culture, music, and way of life of “back in the day.”
Michael is an integral part of the administrative and account servicing team. He is responsible for helping the office process all account servicing and administrative needs for clients.
Michael was born in Bali, but grew up and resides in Las Vegas. He has a degree in Business from the College of Southern Nevada and has plans to get his masters in either business or finance. In his spare time, Michael loves to give back to the community and volunteers often at his church.
Favorite hobbies: His favorite hobbies are playing his Bass Guitar, Cooking, Reading Self-help books or nonfictional books, and looking at houses and vintage items.
Favorite sports team: Although he is not a diehard fan of any sports team. He does like to watch football, soccer, and F1 Racing on his spare time
Favorite movie: One of his favorite movies is “The Big Short” because it opened his eyes and sparked his interest in the investment world.