LOCAL. INDEPENDENT. HONEST.
We pride ourselves on providing exceptional service to our Las Vegas and Missoula communities. 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 three 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 curveballs 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 starting Link Financial Advisory, Dylan worked as a financial advisor at several brokerage and insurance firms. As an independent financial advisor, Dylan focuses on serving his clients with integrity, timeliness, and attention to detail when tailoring financial strategies towards their financial goals. He listens to what exactly his clients want to achieve with their finances and delivers them the best solutions available in the marketplace.
Dylan holds a Bachelor’s degree in Economics from the University of Nevada, Las Vegas and is a Registered Investment Advisor.
Dylan grew up and resides in Las Vegas, Nevada with his wife, Kylie, their two sons, Crew and Madox, and their yorkie, Kitty.
Favorite hobbies: Golf, Working out, Watching sports, Music, & Traveling with family.
Favorite sports team: San Francisco 49ers
Favorite movie: Remember the Titans – Football has always been a passion of mine growing up and has taught me many life lessons along the way. I think this movie symbolizes several admirable values we can all implement in our lives – teamwork, passion, and perseverance.
Leonardo has been in the financial services industry for over 20 years. During this time, he has helped hundreds of clients navigate through the complexity of financial planning, insurance, and investing in order to reach their goals.
Leonardo spent over 10 years traveling the world as a stagehand with multiple show productions, visiting over 50 countries and hundreds of cities worldwide. He met his wife of 23 years Michele, originally from St. Louis and a professional ice skater, while on tour in Buenos Aires, Argentina. The couple has two beautiful daughters and a puppy, Buddy.
Leonardo was born in Rio de Janeiro, Brazil and is fluent in 5 different languages.
Favorite hobbies: Time with his girls, avid reader, soccer, baseball, and martial arts
Favorite sports team: Flamengo (a Brazillian soccer team) and the St. Louis Cardinals
Favorite movie: Facing the Giants. It combines perseverance, hard work, and faith.
Jason has over 21 years in the financial industry. His passion continues to help his clients have peace of mind when it comes to their financial decisions, their goals, and protecting what is most important to them. Jason provides each of his clients with a strong foundation built on communication and trust that grows throughout the comprehensive planning process.
Jason has a Bachelor of Science degree from Penn State University and his MBA from the University of West Florida. Jason is a member of the Las Vegas Chamber of Commerce as well as various other non-profit organizations within the Vegas valley. Jason grew up in Tampa, FL before finally settling down out here in Las Vegas with his beautiful wife and two wonderful daughters.
Favorite hobbies: Traveling, golfing, softball
Favorite sports team: Tampa Bay Buccaneers
Favorite movie: Rudy. An inspiring story of a man who never gave up on his dreams to play football at Notre Dame no matter the challenges and adversity he had to overcome. Through passion, dedication, and perseverance – your dreams can become a reality.
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.
OUR MONTANA FINANCIAL PLANNERS
I grew up in small-town Havre, Montana loving the outdoors. My dad was in the financial industry growing so I had the advantage of early education of how money works. Those discussions served as my springboard into financial services. I now focus my skills and knowledge to assist others in achieving their maximum potential wealth and protection of that wealth.
I firmly believe that people do not need to be sold a product or put into a cookie-cutter financial plan. People need a strategy to reach their goals and they need an advisor that they can trust to be there as life changes and grows.
Whether you are buying your first home, preparing for retirement, or anything in between, Let me be your guide through this unfamiliar territory.
Prior to working in the financial industry. I worked my way up from sales to management at a large furniture retailer before switching careers into Financial services, an experience that has taught me the importance of discovering the client’s wants and goals. I earned my first securities license in 2018.
Outside of work I love being with my wife Kristin, our three kids, and our dog. I enjoy golfing, skiing, camping, and time on the lake with family and friends. I am a member of our local Rotary Club which is dedicated to improving our community, specifically by providing positive experiences to children in our local youth homes.
“Wealth is the ability to fully experience life” Henry David Thoreau
Let’s experience life to the fullest!
My Personal Story:
My journey in the financial services industry began in 2006 at the age of 19 as I began helping clients protect their family’s income with life insurance. In 2009 I completed my securities licensing exams and also began helping clients plan for their long-term goals through investment planning. In 2012, I decided to take a break from the investment industry as I felt called to serve our country by enlisting in the US Army. I spent 4 years in the special operations community as an infantryman with the 75th Ranger Regiment, 2nd Battalion, with whom I deployed to Afghanistan. Upon completing my 4-year army contract in 2016, I returned to the financial planning industry to continue helping others build long term plans with a focus on investment advisory services.
Goals & Commitments:
My focus with my clients is to help them develop a comprehensive financial plan that allows them to create and sustain multi-generational financial independence. I commit to taking an education-based approach with the firm belief that once someone has all the facts than they can make the best decision for their family. Helping my clients identify and clearly understand their unique goals, I work with them to leave no stone unturned regarding their financial planning needs. My commitment to getting the small details correct allows me to help clients accumulate assets, preserve wealth, protect their families, and manage their investments in a way that aligns with their personal and estate planning goals.
Ongoing service, communication, and education with my clients is key to the approach I take. As such, my commitment is that I will communicate with all my clients at least monthly. I will answer their calls in a timely manner and deal with issues promptly and directly. I will also meet face to face with all my advisory clients at least once per year to update their individual plan. My goal is to become an integral part of my client’s lives and provide advice that is invaluable to their overall financial success.
My mission is getting to know and understand your needs, wants, and long-term goals. My passion is to help you develop and implement a financial plan that’s tailored specifically to you. As a fiduciary and steward of the assets I manage, I am obligated to make recommendations based solely on what’s best for you. All of my energy, commitment, expertise, and efforts are focused on you, your goals, and your satisfaction.