Who We Are

Your support team includes a dedicated Financial Advisor and their team of service professionals that are fully invested in you and your success. This team works hand-in-hand to provide clients with a high level of personalized service and support. Clients can expect:

• Direct access to your Financial Advisor and their teams.
• A friendly voice to answer your call when you reach out to us during business hours. 
• Knowledgeable and responsive service team members to answer your questions and assist you with your account needs.
• An experienced team to assist you with all aspects of the new account, money movement and account consolidation processes.

Our advisors have access to a wide variety of resources through our strategic partners to allow us to put together a comprehensive and tailored plan just for you. These include: 

• An Investment Management and Research (IM&R) team, at Lincoln Investment, that includes portfolio managers who provide investors with a wide variety of managed portfolios backed by extensive research, innovative technology, and decades of experience.
• Economic and market professionals who educate and advise on market trends.
• Analysts who assist in individualized portfolio construction based on client specific needs. 
• Alliances with firms that provide tax, legal and trust experience.
• Insurance specialists who understand and can advise on complex insurance solutions.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. Our advisors take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.