Our team

Building a sophisticated financial plan completely customized for a family or business is a complex process. At LDS Wealth, we have implemented a team approach to build these plans and service our clients, which enables us to provide each of our clients with the level of experience and technical knowledge they deserve.

  • Michael Cellini
  • Barry Link, CLU, ChFC, CASL
  • Joshua Coleman

Vice President of Operations

Michael Cellini joined LDS Wealth Advisors in 1987 as Vice President and Partner. Michael is a licensed financial representative with over twenty years of experience in the industry.

He has been instrumental in driving LDS Wealth Advisors to stay on the cutting edge of technology. His experience in business operations has contributed greatly to the operating efficiency, productivity and communication capacity at LDS Wealth Advisors. Michael prides himself on always being available for clients, which has allowed him to build strong relationships with each and appreciating the client's personal aspirations.

Michael received his bachelors in Business Marketing from Kelley School of Business (Indiana University) Michael is a member of National Association of Insurance and Financial Advisors.

Michael lives in Addison, Illinois with his wife Joan, and has three children and is a grandfather of two.

President and CEO

Barry N. Link, CLU, ChFC, CASL, has over 30 years of experience in the financial services industry, specializes in high net-worth life insurance, estate planning, business planning, and investment securities.

He has been honored by the Chicago and Dupage Chapters of the National Association of Insurance and Financial Advisors for his 28 consecutive National Quality Awards, as well as 26 consecutive Sales Achievement Awards from the National Association of Life Underwriters. A Life and Qualifying Member of the Million Dollar Round Table, Barry is one of only a handful of “Top of the Table" members of the Million Dollar Round Table in the state of Illinois, and has been an MDRT qualifier for 29 years.

Barry received his bachelors and masters degrees from Miami University (Oxford, OH). Barry is a Registered Representative and Investment Advisor Representative of World Equity Group, Inc. of Arlington Heights, IL. His designations include that of Chartered Life Underwriter (CLU), the world’s most respected designation for insurance expertise; Chartered Financial Consultant (ChFC), a program for advance financial planning needs of individuals, professionals, & small business owners; and Chartered Advisor for Senior Living (CASL), to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth.

He founded Link Diversified Services in 1982 and currently serves as President and CEO.

Strategic Partner

Joshua Coleman, a strategic partner at LDS Wealth Advisors, is a financial advisor. He brings a logical and mathematical approach to planning and case design for affluent families and business owners.

He has had part in designing unique estate liquidity and transfer strategies, as well as charitable giving and philanthropic techniques. His clients know him for his dedication to their financial peace of mind. He is known for his ability to break down complex investment tools and products to any level.

Joshua received his bachelor's degree in finance from Villanova University's School of Business in Pennsylvania, with a concentration in financial mathematics. He lives with his wife Jenna in Downers Grove, IL and is passionate about his family and faith. He enjoys golf, racquetball and is currently training for the triathlon.

From the Founder

We believe unbiased financial advice is the right of every client

Barry Link

Securities & Advisory Services offered through World Equity Group Inc, Member FINRA/SIPC
+Disclosures+

Securities Licensed to conduct business in every state exept AK, AL, CT, DE, HI, KS, MS, NC, ND, NE, NH, NJ, NM, OK, OR, RI, SD, TN, UT, VA, VT, WV, WY and the District of Columbia
Investing involves risk. Investment return and principal value of an investment will fluctuate, so that an investment, when redeemed, may be worth more or less than their original investment.

LDS Wealth Advisors and any of its employees acting as an agent, may only transact business in a particular state if first registered, excluded, or exempted from registration requirements whether individually or as a firm. In addition, follow up conversations or meetings with individuals in a particular state by LDS Wealth Advisors or its employees acting as agent, to effect transactions in securities, investment planning, or other personal investment advice will not be made without first becoming registered, excluded, or exempted from registration requirements either individually or as a firm.

This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for information purposes, and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

LDS Wealth Advisors and World Equity Group do not provide tax or legal advice

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