James Wagner President
Tel: (800) 455-9472 ext. 1222  
Direct Fax: (760) 602-1300 
E-mail: jwagner@trustlynk.com

Jim has over 30 years of experience in the financial services industry. Jim is an attorney whose professional experience includes the areas of securities law, trust administration, retirement planning and employee benefits. He has been actively involved in the self-directed retirement plan industry since 1977.

Paul E. Maxwell
Executive Vice President
Tel: (800) 455-9472 ext. 1208  
Direct Fax: (760) 602-1301
E-mail: pmaxwell@trustlynk.com

Paul has been in the self-directed retirement plan industry for more than 25 years and has served as a Trust and Compliance officer for more than 16 years. Paul has been actively involved in various industry associations including, the American Society of Pension Actuaries (ASPA), the Retirement Industry Trust Association (RITA), and the National Institute of Pension Administrators (NIPA). He is a past President and Legislative Chairman for RITA and has actively lobbied for restoration of IRA benefits in Washington D.C. Paul is also a Chartered Estate Planning Practitioner (CEPP) and maintains his Series 7, 24, 63 and life insurance licenses. Paul's academic background includes a BBA Finance degree from Texas Tech University, graduate MBA studies at University of Colorado, and a Certified Employee Benefits Specialist (CEBS) designation from the University of Pennsylvania’s Wharton School of Management and International Foundation of Employee Benefits.

DeLetta Connors
Senior Vice President, Operations and Risk Control
Tel: (800) 455-9472 ext. 1236  
E-mail: dconners@trustlynk.com

DeLetta has over 20 years of experience in the trust and financial services industry in California. Prior to joining our team in 2001, she managed an operations group for a local San Diego firm. Her professional experience includes an expertise in trust operations management, unique asset administration, and systems management, as well as compliance. DeLetta studied Finance and Psychology at San Diego State University.

Robert Campbell 
Vice President, Customer Service Supervisor
Tel: (800) 455-9472 ext. 1232 
Direct Fax: (760) 602-1304
E-mail: rcampbell@trustlynk.com

Prior to joining our firm in 2002, Rob worked in the banking and securities industries for over 20 years. Rob received a bachelor of arts in economics and sociology from St. Lawrence University and has worked toward an M.B.A at Babson College.

TommyJoe A. Valenzuela
Vice President, Sales and Marketing
Tel: (800) 455-9472 ext. 1243 
Direct Fax: (760) 602-1305
E-mail: tvalenzuela@trustlynk.com

TJ is a native Californian and has been in the financial services industry since the mid 90’s. His background is in the retail brokerage industry. He attended the University of California at San Diego where he obtained a bachelor of arts in economics with a minor in the visual arts.