Who We Are

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Our financial professionals have designations which include Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning Counselors^SM, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation.

Our mission is to get the job done. Our associates work as a team to provide clients with comprehensive financial, retirement, investment, business owner and estate planning; using proven strategies and state-of-the-art software. Our advisors can help clients implement financial solutions to address the unique needs uncovered during the financial planning process.

Our goal is always to construct a financial roadmap specifically tailored to each fit each individual or family. Since no two people are alike, no two financial plans will ever be the same. They are unique, just like the people with whom we work.

If this kind of partnership makes sense to you, give us the opportunity to personally discuss the benefits you and your employees will enjoy by working with us.

*Not practicing on behalf of Lincoln Financial Advisors

Our mission is to get the job done. Whether it's helping people invest their money, selecting private money managers, facilitating the exercise of stock options, securing life insurance or designing complicated estate plans, we work with our clients until all the details have been completed.

Our goal is always to construct a financial roadmap specifically tailored to each individual or family. Since no two people are the same, no two financial plans will ever be the same. They are unique, just like the people with whom we work.

Meet Our People

Retirement Planning: What You'll Need
It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here.
The Future of Your Business: Succession Planning
Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here.
The Cost of College
The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Who We Are

Meet Our People

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