The Linaker-Lauderdale Financial Strategies Group

Troy is a Managing Director-Investments and Senior PIM* Portfolio Manager in the Wells Fargo Advisors Anaheim office.  Having worked in the securities industry since 1986, Troy provides comprehensive portfolio management for individuals and families. Troy has been recognized by the Wells Fargo Advisors Platinum Council from 2007 to 2023. The Platinum Council (previously known as Premier Advisors) distinction is held by a select group of Financial Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure may also be used to determine recipients. In 2020, he joined fellow advisor Thomas Lauderdale in creating the Linaker-Lauderdale Financial Strategies Group of Wells Fargo Advisors, focusing on providing the highest level of service to their high-net-worth clientele.

Away from the office, Troy is committed to helping his community prosper, and is an active member of the Rotary Club of Tustin-Santa Ana. He frequently participates in local community programs helping schools, recognizing first responders, feeding underserved and needy families, and various other philanthropic outreach events.

Troy enjoys golf, playing guitar, attending art and live music events, and traveling with his wife Roseann. Together they have raised two children, Sal and Gianna.

When it comes to his advisement philosophy, Troy believes it takes more than a single planning session to put your wealth to work in support of your life goals; it is an on-going process. As your life circumstances change, so must the investment strategies we use to help you on course toward your objectives. Our team will continue to work with you and your family through the years to keep your investment strategies aligned with your ever-changing goals and needs.

*The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

CA Ins. Lic. #0A50872

Tom is a Senior Vice President-Investment Officer in the Wells Fargo Advisors Anaheim office. After finishing his education at the University of Utah in 1975, Tom started in the financial industry with Prudential Bache Securities in 1984 and has been with Wachovia/Wells Fargo Advisors since 2007. In 2020, he joined his associate of 17 years, Troy Linaker, in creating the Linaker-Lauderdale Financial Strategies Group of Wells Fargo Advisors, focusing on providing the highest level of financial service and advice to their wide range of clientele.

Outside the office, Tom has enjoyed competing in Iron Man competitions across the country, and in 2014 was the #1 ranked Half Iron Man Athlete in his age division. He is also an avid outdoorsman, enjoying skiing, hiking and competing in various horseback riding competitions. Additionally, Tom has volunteered for the OC Sheriff Search and Rescue Division and continues to spend his weekends assisting in equine evacuations across the southland. Tom resides in North Tustin with his wife, Lauren, and together they have raised three daughters.

With over 37 years of experience in financial services, Tom is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience in the industry enables him to help his clients structure balanced portfolios to address their specific financial goals, especially throughout major shifts in the market.

CA Ins. Lic. #0A54159

Nancy is a Financial Consultant in the Wells Fargo Advisors Anaheim, CA office.  She began her career in the industry in 1980 and worked at various firms before joining Wells Fargo Advisors in 2007, along with Troy Linaker, Managing Director-Investments, and Tom Lauderdale, Senior Vice President-Investments. 

Outside of the office, Nancy is an avid reader and has enjoyed traveling the world. She is a native of Southern California and has three adult children and one greatly-adored grandson.

Nancy takes pleasure in providing administrative support to our clients and is proud to be part of the Linaker-Lauderdale Financial Strategies Group.

CA Ins. Lic. #0L27403

Nicki is a Senior Client Associate – Assistant Vice President in the Wells Fargo Advisors Anaheim, CA office.  She began her career in the industry in 1994 and joined the Linaker-Lauderdale Financial Strategies Group of Wells Fargo Advisors in 2019.

Nicki and her husband Matt have been married for 24 years and have two adult children, a son and a daughter. As a family, they enjoy spending their free time at the beach and going fishing.