Building a sophisticated financial plan completely customized for an individual is a complex process. Here at LDS Wealth Advisors, we have designed 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 require.
The first element of this approach is the President and founder of LDS Wealth Advisors, Barry Link, who leads the team. Barry has over 39 years of experience in the field of financial planning. He has been through a number of recessions and knows how to properly prepare his clients to get them through, as free of stress as possible. This is what has helped him to build the strong name and reputation his firm holds today. Quality of service is important to Barry, as he has been honored by the Chicago and DuPage Chapters of the National Association of Insurance and Financial Advisors for his 33 consecutive National Quality awards. Barry not only has experience, but he has the academic credentials. Barry’s Designations include:
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Chartered Advisor Of Senior Living (CASL)
The next element of the approach is Michael Cellini. Michael is licensed financial representative with over 27 years of experience in the industry. He is thorough in his research and on designing detailed and customized plans for each client. In addition, Michael has also been instrumental on driving our firm to stay on the cutting edge of technology, which has allowed us to provide better communication and service to our clients. He prides himself on always being available for clients, which has allowed him to build strong relationships with each.
The final elements of the team approach are the strategic alliances established with our broker/dealer, World Equity Group, and Barry’s status as Chairman of the Board of NEW FFR Insurance Services. These relationships are critical in our ability to provide the utmost in product, service and professional expertise.
LDS Wealth Advisors’ team approach entails these elements that work together to contribute to building, designing, and maintaining what we believe to be the highest quality financial plans for each of our unique clients.