Jeffrey Linska
As the Founder, CEO, and Wealth Management Advisor at The Linska Group, I bring over 42 years of experience in the financial services industry. My specialization spans wealth management, investment planning and strategies, estate planning, business planning, retirement planning, and catering to small closely held corporations and 401(k)s.
My academic journey began at Oakland University, where I earned a Bachelor of Science in Finance. Throughout my career, I have furthered my expertise by obtaining several designations and certifications, including the Chartered Life Underwriter (CLU) designation, the Accredited Portfolio Manager Advisor (APMA) designation, and the Investment Advisor Representative designation. These credentials have equipped me with the knowledge to assist a diverse clientele, including individuals, families, pre-retirees, retirees, business owners, and executives, in creating, preserving, and distributing their wealth.
What truly drives me is witnessing the progress my clients make and focusing on the outcomes of a solid investment process. I thrive on understanding their goals, wishes, and aspirations and working alongside them to turn dreams into reality. A client-first approach, acute attention to detail, and the comprehensive nature of my investment management process are the greatest values I offer.
A native of Detroit, MI, I now reside in Shelby Township with my wife, Gabrielle. We have two wonderful children, Ryan and Danielle. In my free time, I enjoy walking, golfing, attending sporting events, dining out on occasion, and spending quality time with my family.