True Link Financial
True Link was founded on a belief in, and a passion for, protecting the financial well-being and independence of vulnerable individuals.Our services represent a natural extension of this value system and of our core ability to provide innovative financial solutions to this unique market.True Link’s approach acknowledges the fundamental differences between pooled trust clients and traditional wealth management and banking clients. We specialize in providing investment services to pooled trusts - our team consists of nationally recognized trust leaders and investment professionals who collectively bring decades of experience from leading financial institutions across the country. We manage the investments for over $1.9 billion in assets under management for pooled trusts and other fiduciary vehicles to help them serve their 30,000+ beneficiaries
Excellence in trust services relies on excellence in partnership. At True Link, more than 90% of our customers are referrals from professionals.Being an outstanding partner to Elder Law attorneys, trust officers, fiduciaries, and non-profit organizations is at the heart of our business. We are committed to our clients, their dedication to their beneficiaries, and to the field. Examples of our commitment to this field is demonstrated by: Pooled Special Needs Trust White Papers Speaking engagements at leading Special Needs Trust conferences Grant for Best Practices in Person-Centered Support Innovation in disbursement compliance as demonstrated by the Social Security Administration’s reference to our prepaid Visa card as a disbursement option in the POMS.
Our work with pooled trusts True Link Financial Advisors currently serves as investment manager for more than 30 trustees, administering over 100 pooled trusts who serve more than 30,000 beneficiaries. We excel at providing unparalleled service to trust organizations by providing efficiency analysis, and trust administration software as well as coordination of financial institution service providers and tax service providers. This takes a comprehensive approach to meeting the needs of the trust with one central point of contact.
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 Financial Advisors, 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 Easterseals, 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).
Scott Parker is the Managing Director at True Link Financial Advisors. He leads and manages all aspects of True Link Financial Advisors’ team (a wholly-owned subsidiary of True Link Financial, Inc.), including investments, operations, and client services. He has over 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).
Bryan Kreitzberg, CFA, is the Director of Portfolio Management at True Link Financial Advisors. Mr.Kreitzberg is a CFA charter holder and member of the CFA Society of Colorado.He has 20+ 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.
