About Us
Building Lasting Relationships, One Financial Journey at a Time.
At Linkside Financial, we believe that true wealth extends beyond numbers. Founded on the principle that every client deserves personalized attention and comprehensive financial guidance, we have built our practice around understanding your unique aspirations and challenges.
A People-First Approach to Wealth
We believe every financial journey starts with understanding your story.
At Linkside Financial, we approach wealth management with intention. By taking time to genuinely understand your goals, challenges, and values, we act not just as advisors — but as long-term partners. Our commitment is simple: clear guidance, honest communication, and disciplined strategies that support you at every stage of life.
Where Expertise Meets Real-World Perspective
Founded in Charlotte, born from shared values, and built on unwavering trust.
Linkside Financial was founded in Charlotte, NC by Kevin Blocker and Andy Lee—two friends who discovered a shared vision for helping people through their love of golf.
Kevin brings over 21 years of experience from Horizon Investments, where he developed deep expertise in portfolio management, financial planning, and client service. Andy spent 19 seasons as an NFL punter, where he not only honed discipline and teamwork but also gained firsthand experience managing the wealth and responsibilities that come with a long professional career. Through successfully navigating his own financial journey, Andy developed a strong appreciation for smart investing and long-term planning.
Together, Kevin and Andy formed Linkside Financial with a relationship-first mindset—combining seasoned financial expertise with real-life perspective—to deliver personalized wealth management built on trust, care, and lasting partnerships.
Linkside Financial was founded with one goal: to put people first. Our philosophy is simple — when we understand your story, we can help you write the next chapter with clarity and confidence. Our advisors aren’t just financial professionals; they’re trusted partners who care about your goals, your family, and your future.
mission statement
“To help our clients achieve financial confidence through thoughtful planning, tailored strategies, and trusted partnerships.”
Meet Our Team
Nurturing growth requires deep expertise and unwavering commitment. Get to know the Linkside Financial leadership—a team of seasoned professionals dedicated to providing personalized service and comprehensive financial solutions built on trust.