These are some of the dedicated leaders who make it possible to bring life-changing financial solutions to those who need it most. Making our company better and our impact deeper, every day.
Financial Suite Growth
Anna is leading growth strategy and scalability for True Link’s trust administration...
Co-founder and President
Claire has dedicated her career to solving real human problems, especially with diverse teams of hardworking ...
Chief Operating Officer
Coulter is responsible for operational excellence across numerous service lines across the company...
Customer Support
Jackie is dedicated to ensuring that the Customer Support team has everything...
People Operations
Jenny brings people and talent management experience from the private, nonprofit...
General Counsel
Jessica has almost 20 years of legal experience and has held legal and compliance...
Co-founder and CEO
Kai’s experience building data-driven financial products combined with his personal passion for financial security ...
Strategy and Business Operations...
Kara joined True Link from Oliver Wyman, a global management consulting firm...
Fiduciary Services
With more than 20 years of trust administration experience at national bank trust companies...
True Link Financial Advisors
Scott leads and manages all aspects of the True Link’s Financial Advisor’s Team...
Engineering
Scott has over 20 years of experience as an engineer and has grown engineering teams...
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