Matt Linklater

Financial Advisor Partner

Matt specializes in serving the small businesses of America. Matt works in complex cases involving estate planning, business planning and multi-generational legacy planning. Matt has put together a multi-dimensional approach that is unparalleled in the financial industry.

Matt has over 15 years in the investment management business. Matt served as Vice President of Allstate, AXA and RiverSource. During his 13-year span at these financial firms Matt raised over $1 Billion in assets. At these companies, Matt consulted with over 13,000 financial advisors from every Fortune 500 financial firm. This diverse experience allows Matt to be on the cutting edge of how to work with the financial engine of America, small business owners.

Matt has consulted over 1000 financial professionals from over 100 financial firms in how to raise billions in assets. Matt strategies have helped these fortune 500 firms work more efficiently operationally. Managers of these firms now have the systems and processes it takes to move companies to new levels of success. Matt has consulted and trained on sales funnel design, sales professional compensation structure, sales and marketing collaboration and new hire on boarding for sales professionals.

Matt’s enthusiasm is electric to motivate anyone on taking their life and business to another level.

Matt has written 6 books – 80/20 Wholesaler, 80/20 Financial Adviser, StorySelling, Counter Attack, Your Retirement Income Roadmap and How to Increase Your Profits by 15%. Matt reached best-selling author status and became a member of National Academy Of Best- Selling Authors for his work in Counter Attack.

Matt has also been featured in Inc. Magazine and been featured on ABC, NBC, CBS, and Fox.

Matt resides in Chicago with his beautiful wife and 2 boys, Axe and MJ. Matt is addicted to self-help, motivation, health, working out, playing with Axe and MJ and pushing them to new levels!

Kyle J. Johnson

CPA – Tax Partner

Kyle has over 10 years experience in public accounting. Kyle specializes in all areas of tax including corporations, small business, and partnerships and has experience in IRS debt relief, real estate, construction, auto industry and professional services industries. He is also a QuickBooks ProAdvisor. Mr. Johnson is proud Veteran of the United States Army.

Kyle graduated from the University of Central Oklahoma with a Bachelor’s of Science in Accounting in 2005. Kyle studied for his Master’s degree at Oklahoma City University from 2005 to 2008, and then passed CPA exam in 2008.

Upon graduation Kyle worked as a Senior Auditor at Tinker Air Force Base. He has volunteered his time to the Middle East multiple times while auditing for the Department of Defense. Mr. Johnson is a Certified Defense Financial Manager. Kyle is an active member of the OSCPA.

Todd Linklater

Chief Operations Officer

Todd works in complex cases involving property planning, business planning and multi-generational legacy design. Todd has over 18 years in leadership, management and developing capital in the University sector.

During his 18 -year span Todd assisted in creating over 18 Million in capital. At these institutions, Todd consulted with over 3,000 private individuals and business owners in a multitude of industries. This diverse experience permits Todd to have a dynamic approach with the small business owners across the country.

Todd’s ability to communicate with people at all levels of management is what sets him apart. As part of the University communities Todd has mentored, taught and consulted several collegiate athletes on their footpath to the professional ranks.

Todd has the innate ability to discover what inspires people internally and steer them through implementation to achieve success physically, mentally and monetarily.



Tel: 312-330-5094