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Better data

Using our Wealth Management Portal (WMP) we gather all your financial data in one place

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Better decisions

Using accurate data we can provide you with a comparative analysis which will help you make the best financial decisions for your stage of life.

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Better life

Creating financial peace of mind allows you to fulfill your life goals

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Wealth Management Portal

The perfect snapshot of all your financial data in one location

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Why Links Consulting

Links Consulting is an independent full service financial strategy firm.  We seek to deliver client financial stability by combining sophisticated wealth accumulation strategies with a tested income plan design followed by efficient succession of wealth.  This stability is further enhanced by our service model that focuses on communication, transparency, technology and consolidated reporting.

Wealth Management Portal

The Wealth Management Portal gives our clients a snapshot of all their finances aggregated into a simple, intuitive interface. This private and secure resource is provided at no cost for our clients to improve and maintain a seamless financial experience.

Overview

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Community

Since its founding, Links Consulting has supported an array of charitable and nonprofit organizations in our communities by donating time, expertise and resources. It is the firm’s goal to establish a proud charitable centered legacy and to make a sincere difference in the neighborhoods and communities in which we are involved.

 

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When you link to any of the websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites.

Meet Our Team

  • Stephen Mongie

    Principal, Founder

  • Michel Bergeron

    Principal, CEO

  • Todd Skousen

    Principal, President

  • Sam Noel

    Associate Partner

  • Jay Sitterud

    Associate Partner

  • Terence Brown, RICP

    VP Business Development

  • Daniel Reid

    VP Investments

  • Taylor Miller

    Associate

  • Nick Becker

    Associate

  • Trace Hansen

    Associate

  • Thor Mongie

    Director of Operations

  • Kade Skousen

    Case Design/Analyst

  • Manina Johnson

    Director of Finance

  • Michelle Jensen

    Executive Assistant

  • Jessica Sorensen

    New Business

  • Gary Lowe

    Director of Customer Relations

WE WOULD LOVE TO HEAR FROM YOU.

CONTACT INFOMATION

 3000 North University Ave.
 Suite 350, Provo, UT 84604
 Phone: 801.437.4451  Email: info@linksconsulting.com