About Us

LINC Wealth Solutions is an INDEPENDENT and OBJECTIVE financial planning firm focused on Gen X and Y professionals and their complex needs.

We strive to make money simple for our clients in order to help them to build their happiest lives, free from financial worry.  In doing so, we help our clients to help pay off debt, invest prudently, educate their children, save on taxes, and plan for their retirement. 

​Throughout her six years with a large institutional money manager and a subsequent year with a retail brokerage firm, President and Chief Financial Planner Rebecca Leonard became frustrated with the lack of attention given to young professionals and families by those in the financial services industry.  Vowing to provide these individuals with the affordable and conflict-free advice that they need and deserve, Rebecca founded LINC Wealth Solutions in 2014.