Welcome to Wealthlynk Inc., your trusted financial consultant. Our team of experts is dedicated to providing you with the best estate planning, investment management, retirement planning, tailored wealth management, financial goals, and lifestyle services. We understand that every client is unique which is why we tailor our services to your specific needs. Our goal is to help you grow and protect your wealth, so you can focus on the things that matter most to you. Contact us today to schedule a consultation.
At Wealthlynk Inc., we are experienced and passionate about helping our clients achieve their financial goals. Meet our team of experts below:
CEO | President
Senior Wealth Advisor
Scott is a seasoned financial consultant with over 18 years of experience in the industry. He founded Wealthlynk Inc. with the goal of providing clients with personalized financial solutions that help them achieve their financial goals. Scott is committed to providing exceptional service and building long-lasting relationships with his clients.
Scott married his best friend, and now wife, Tracy in 2001. In fact, they were married right down the road at The Grand Tradition. They lived in Fallbrook for a few years behind Mrytle Creek Nursery. With their expanding family of four kids, they decided to move to Temecula with the schools in walking distance from their home. In down time, they enjoy camping, beach life and the continual travel to the many sporting activities of the kids - baseball, football, basketball, lacrosse and cheer.
Client Relations Manager
Julia has been living in Fallbrook for 19 years. She loves our friendly village and all of its character. You will see her frequent many locations in Fallbrook from eateries, wineries, friends' homes, The Avocado Festival, and The Christmas parade to name a few. In her spare time, she enjoys adventuring and visiting new places. Her family are jeep enthusiasts and find it neat to be able to explore where many cannot go. She personally enjoys being behind the wheel and loves the challenge it brings.
18 years in a fast changing financial industry has taught her a lot. Julia has an extensive background in business and consumer banking, lending and additional areas of elevated relationship management. She gets complete satisfaction out of helping in the community. She values and appreciates all of our customers support and loyalty in this next chapter.