With a background in management consulting, venture capital, and product development, Claire oversees all business and functional units while developing key partnerships and client relationships.
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.
Strategically leading the investment and growth of $6B in assets, Arnie has an exclusive focus on innovation for aging, health, and senior housing.
Frank was one of the earliest analysts hired into Capital One and spent almost 13 years building many of the company’s business units and operational areas. Now a partner at QED Investors, he serves on True Link's board.
After spending years both managing a large pooled special needs trust and then working as an AVP and trust administrator at Wells Fargo, Louisa ensures the highest level of service to the clients we serve.
Joel's experience in wealth and trust management makes him a key member of our dedicated Trust team. He also oversees the development of our best-in-class trust investment and disbursement software.
As the founder of multi-million member community Reddit, Alexis has an expertise in financial investing and high growth capital unmatched by most people in Silicon Valley.
George brings a huge depth of experience to True Link Financial from his 20+ years at AXA and Wells Fargo. He was selected as a David Rockefeller Fellow and has an MBA from NYU.
A self-coined "unrelenting executionist" and sales leader, Brent manages True Link's sales and enrollment teams, developing partnerships with current and prospective clients.
A scientist at heart, Chandra uses rigorous analytics and data science to lead companies to success. He is also an adjunct professor at UC Davis.
With over 13 years as a VP at Mastercard and another 12+ years in finance, Debra brings a deep expertise in financial operations and compliance.
As the founder of Lotus and pioneer of the personal computing industry, Mitch now devotes his time to investing in companies with a positive impact on the well-being of their customers.
Isaac brings incredible skills & military discipline to his role at True Link Financial. He ensures that the the software remains secure and useful for our clients’ best interests.
A former Bain & Company management consultant, Paige joined when True Link had fewer than 10 employees. She has successfully scaled True Link's services with no sacrifice in service quality.
A PhD gerontologist, Katy is one of the most sought after experts in Silicon Valley in innovation for aging. She sits on the Board of Directors of the American Society on Aging and the Family Caregiver Alliance.
Rik's decades of client service experience enable him to ensure that True Link's clients are supported with the highest standard of communication and partnership.
Marcie has dedicated the majority of her career to leveraging safe software technology to enhance the quality of life for seniors and vulnerable populations, including co-founding Stitch.net, the largest online community connecting adults over 50 for companionship.
Carol has over 20 years of experience evaluating trends in the brokerage, investment advisor, and banking industries. In addition to drafting industry policy and procedures, she has assisted in the development and promotion of anti-money laundering services and comprehensive AML programs.
Erin is a researcher with expertise in aging, health, sleep, chronic pain, and personal finance. She holds a Masters in Public Health from Johns Hopkins Bloomberg School of Public Health, with a focus in gerontology.
Jon has over 18+ years experience in consumer finance and was listed in 2015 as one of Forbes’ top financial technology investors. He also lectures at Wharton Business School.
Michael spent over 20 years on Wall Street, 17 of which he spent at Goldman Sachs helping clients thoughtfully implement various investment strategies.
Paul is an active investor in numerous companies and is the creator of Google’s slogan “don’t be evil.” Paul also developed two of the top five most-used products on the internet: Gmail and the Facebook News Feed.
Tom is an advisory director at General Atlantic, a global private equity firm, where he has worked since 1999. Currently, he serves on the boards of BMC Software, and Guidestar USA, Inc.
With $160M in assets under management, it’s no surprise Gary was awarded the coveted 30 under 30 and one of the top 50 angel investors in Silicon Valley.
As the president of Y Combinator, the most prestigious funder of early-stage startups, Michael is one of the most well respected investors and advisors in technology. He also served as the finance director for a US Senate campaign.
Ten years ago, True Link CEO Kai Stinchcombe and his family discovered that his grandmother was writing multiple checks to fake charities every month. They were shocked and angered to learn that she had already been conned out of tens of thousands of dollars in retirement savings.
When Kai began researching how the financial services industry was addressing the protection of retirement savings, he didn’t like what he found. From fraud prevention to investment planning, very little was being done to protect the finances of the millions of adults in retirement, including those who could not care for themselves.
As a serial technology entrepreneur, Kai saw an opportunity for financial institutions to step up and advocate more for their customers, especially for retirees wanting to preserve their savings instead of risking losing it all.
In 2012, Kai joined forces with Claire McDonnell to start True Link Financial, the type of financial institution that he would trust to serve his family – one that always puts its customers’ best interests first and takes advantage of cutting-edge technology to get the best, most ethical tools in the hands of those who need them.