Our Customer Service Team is Knowledgeable
and Friendly
Planning your future is an on-going process.
If you are interested in opening a new account with us, please
contact our New Accounts Department at 1-800-455-9472 x 1243,
email us at retire@trustlynk.com,
or click here.
If we are currently your custodian, our Customer Service Department is on-hand to consult on the endless array of retirement investment options and processes. To best serve you our customer, Retirement Plan Specialists are assigned to accounts by your last name.
Customer Last Names A through
F
Robert Caruso
Retirement Plan Specialist
Tel: (800) 455-9472 ext. 1203
Direct Fax: (760) 602-1306
E-mail: rcaruso@trustlynk. com
Gail Stevenson
Assistant Retirement Plan Specialist
Tel: (800) 455-9472 ext. 1218
Direct Fax: (760) 602-1312
E-mail: gstevenson@trustlynk.com
Customer Last Names G through O
David Sparrow
Retirement Plan Specialist
Tel: (800) 455-9472 ext. 1223
Direct Fax: (760) 602-1308
E-mail: dsparrow@trustlynk.com
Eddie Quinones
Assistant Retirement Plan Specialist
Tel: (800) 455-9472 ext. 1213
Direct Fax: (760) 602-1310
E-mail: equinones@trustlynk.com
Customer Last Names P through Z
Areti McCarthy
Retirement Plan Specialist
Tel: (800) 455-9472 ext. 1207
Direct Fax: (760) 602-1304
E-mail: amccarthy@trustlynk.com
Nicole Houston
Assistant Retirement Plan Specialist
Tel: (800) 455-9472 ext. 1241
Direct Fax: (760) 602-1316
E-mail: nhouston@trustlynk.com
_________________________________
Robert Campbell
Vice President, Supervisor Customer Service
Tel: (800) 455-9472 ext. 1232
Direct Fax: (760) 602-1303
E-mail: rcampbell@trustlynk.com
Jaklyn Ilie
Assistant Vice President, Marketing
and Client Relations
Tel: (800) 455-9472 ext. 1242
Direct Fax: (760) 602-1307
E-mail: jilie@trustlynk.com
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