Investing for Tomorrow

Peter J Wall is the Director of Fiduciary Services at True Link Financial Advisors. With more than 20 years of trust administration experience at national bank trust companies, he is well known throughout the country for his deep understanding of special needs and Elder Law issues. Prior to joining True Link, Mr. Wall developed and led a dedicated Elder Law and SNT division of a nationally chartered $80B trust bank. This division coordinated fiduciary management, banking needs, unique asset management, tax preparation, and investment management for SNTs, PSNTs, and other fiduciary appointments. Mr. Wall currently serves on the Board of Directors for Easter Seals, as well as several other estate planning and charitable organizations; he is also a member of the Academy of Special Needs Planners. A frequent presenter on the topics of special needs trusts, estate planning, taxation, and trust administration, he is also a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition. He is licensed with a Series 65 by the Financial Industry Regulatory Authority (FINRA).
‍

Notable SNT/Tax/Financial Planning/Investment Speaking Engagements:

• 2016, 2018, 2019, 2020, 2021 & 2022 Stetson’s National Conference on Special Needs Planning and Special Needs Trusts
• 2019, 2020 & 2021 National NAELA Conference
• 2017 & 2021 National Conference for the National Guardianship Association
• 2019 & 2020 Special Needs Alliance Conference
• 2019, 2020, 2021 & 2022 UT Law Special Needs Conference
• 2012, 2014, 2015, 2017 & 2022 CBA Elder Law Retreat
• 2013 National Down Syndrome Congress
• 2015 46th Annual Autism Society National Conference
• 2016 CBA Estate Planning Retreat
• 2020 California NAELA
• 2018 & 2020 Women’s Estate Planning Council
• 2020, 2021 & 2022 Professional Fiduciaries Association of California (PFAC) Annual Conference
• 2016, 2020 & 2021 Washington Association of Professional Guardians
• 2019 Wisconsin NAELA
• 2019, 2020, 2021, & 2022 PFAC Regional Conferences

‍

Beth Misak is a Senior Investment Advisor for True Link Financial Advisors, LLC. Misak brings more than 17 years of experience in the financial services industry and has served as a California Licensed Professional Fiduciary (CLPF). Prior to joining True Link Financial Advisors, she was a Vice President at HearthStone Private Wealth Management, where she provided financial advisory services to professional fiduciaries. Misak is an active member of the Professional Fiduciaries of California (PFAC) having served on the conference fundraising committee since 2019, is a member of the Society for Estate and Trust Practitioners (STEP), and is a member of Probate Attorneys of San Diego (PASD).  Beth can be reached at beth.misak@truelinkfinancial.com.

Kai’s experience building data-driven financial products combined with his personal passion for financial security in retirement drove him to launch True Link Financial. He is a frequent speaker on innovation and the venture process with deep relationships in Silicon Valley.

Kai is also the founder of the Roosevelt Institution, a nonprofit celebrated by Hillary Clinton (“Your work is providing a way for unblemished facts and research and innovative ideas to be heard in Washington”) that recently celebrated its tenth year and won a MacArthur Award for Creative and Effective Institutions. He holds degrees from Colorado College and Stanford University; was co-founder of Aktana, a machine learning sales management solution deployed at seven of the top ten pharma companies; and Strategic Districts, a redistricting analytics software company that contributed to maps described as “makes redistricting hall of fame,” “a key victory that will shape [state] politics for the next 10 years,” and “[a] masterstroke”; and was a member of the President’s Working Group on Aging and Technology under President Obama.

He has been a featured speaker at the SNT Symposium, Longevity Business Summit, Grant's Interest Rate Observer Conference, Professional Fiduciary Association of California, Finovate, Health 2.0, and Kent Presents, delivered a keynote at the North American Securities Administrators Association training for investor education coordinators and securities regulators from each of the states, was a guest on the Innovation Podcast, Bank On It, Wharton Business Radio, University of Pennsylvania Memory Center, Levin Associates "Expert Opinion", anti-scam podcast Scammercast, and FinTech Silicon Valley, and has been a guest lecturer or presenter at the London School of Economics, Harvard Business School, and UC Berkeley. He has been covered by Techcrunch, CNBC, Forbes Next Avenue three times, Initialized, Seniorcare.com, PYMNTS.com, the State of California, and more. His controversial commentary on blockchain has been translated into Dutch, Chinese, Czech, Japanese, Hebrew, and Korean. Outside of work he is passionate about stellar physics and redwood trees.

Find him on Linkedin, AngelList, Muckrack, Quora, Medium, Wikipedia, Twitter, and Crunchbase.

Paige Kirstein leads Client Services at True Link. Paige is responsible for successfully scaling True Link’s services to support our nonprofit pooled trusts and professional fiduciaries with a focus on delivering high-quality support to all of True Link’s clients. She previously supported the leadership team of a $4B foundation focused on economic empowerment, and she served as a management consultant at Bain & Company. Paige holds a BA in Economics from Brown University, and studied at the Rhode Island School of Design.

‍

Bryan Kreitzberg, CFA, is a Portfolio Manager at True Link Financial Advisors. Mr. Kreitzberg is a CFA charterholder and member of the CFA Society of Colorado. He has 18 years of experience in the financial services and investment industry. Prior to joining True Link Financial Advisors, he spent nine years as an Investment Manager with BOK Financial Private Wealth. He has experience managing investments for a broad array of customers including special needs trusts, conservatorships, high net worth individuals, trusts, fiduciaries, and family foundations. He earned his Bachelor of Science degree in Business from Montana State University and an MBA from the Kelley School of Business at Indiana University.

Scott Parker leads True Link Financial Advisors. Scott leads and manages all aspects of the True Link’s Financial Advisor’s Team (a wholly-owned subsidiary of True Link Financial, Inc.) including investments, operations, and client services. He has almost 30 years of strong analytical leadership focused on building and improving operational procedures at registered investment advisor firms. Working primarily in smaller firms, Scott has developed a deep knowledge of the investment management arena with a sleeves-up, hands-on approach. This includes great client relationship skills, performance reporting, vendor selection/ negotiation, risk management, compliance, billing, software implementation/maintenance and streamlining efficiencies. He is licensed with a Series 65 by the Financial Industry Regulatory Authority (FINRA).

‍

Rafal Chochol, CFA, is a Portfolio Manager at True Link Financial Advisors. Mr. Chochol joined the True Link Financial Advisors Team in December 2022 and has 9+ years of experience in the Investment Management space, having previously served as an investment analyst at various RIAs located in Chicago and New York. As a member of the firm's Investment team, Mr. Chochol is responsible for day to day portfolio management, investment analysis, portfolio construction, and client communication. He earned his Bachelor of Arts degree in Economics from University of Illinois and is a CFA charterholder and member of CFA Society Chicago.