LINKER FINANCIAL GROUP - Key Persons
- Branch Marketing Associate
Garrett is the Vice President at Linker Financial Group. He is a licensed financial advisor and works with clients, assisting them in achieving their financial goals. He is passionate about helping families in need, especially those dealing with the effects of long term care. His responsibilities include the implementation of financial plans, managing the client account process and developing and maintaining branch office strategies and policies. He holds FINRA series 7, 66, 24, 4 and 51 as well as a California Life and Health Insurance license. In his spare time he enjoys spending time with his wife and children and traveling.
- Executive Assistant
- Executive Assistant to Ray Linker
Megan is the Executive Assistant to Ray Linker and Garrett Linker. She has been with Linker Financial Group for 4 years. Megan works with new and existing investment accounts. She works closely with clients to maintain their accounts. In her free time she enjoys spending time with her dog and family, going to the coast, and reading.
- Branch Operations Manager
Nichole is the Branch Operations Manager of Linker Financial Group. Her primary responsibilities include; New Business processing, Compliance, Human Resources and outstanding Customer Service. Nichole handles the everyday tasks of running an efficient office as well as handling the complex planning in each case. She is passionate about helping families achieve their long term financial goals. When Nichole is not in the office she enjoys going to sporting events and doing other leisure activities with her husband and 2 children.