Team
Michael Stickney, CLU, ChFC
Financial Planner
608-287-3059
My approach to financial planning over the past three decades has always centered on my commitment to listening carefully to each client and giving informed, sound counsel as the basis for an investment program that is tailored to each...
Timothy McIlwain, AIF, AAMS, CRPC
Financial Planner
608-287-3059
Tim entered the financial services business in 1995. He graduated from the School of Business at UW Whitewater, and studied International Finance at University Hertford England. Tim chose to associate with Lincoln Financial Advisors...
David West
Financial Planning and Investment Services Specialist
608-287-3059
David West received his B.A. from the University of Iowa before attending law school at American University, Washington College of Law, where he graduated cum laude. After graduating, David spent four years in Washington, D.C. as an...
Scott Dolven
Financial Planner & Risk Management Specialist
John Zurovitch, AAMS, RP
Vice President of Investment and Planning Services
608-287-3059
John has over 20 years of experience in the financial services industry. In an investment environment that has never been more exciting or challenging than it is today, John’s goal is to help you articulate and define your unique...
Brian Stickney
Marketing Director
608-287-3059
Brian graduated from the University of Wisconsin-Whitewater where he earned his Bachelor of Arts Degree in Organizational Communication with a minor in Advertisement. Brian has been working as the Marketing Director since 2008. As...
Julie Hubbard
Director of Client Services
608-287-3059
Julie joined Lincoln Financial Advisors in March 2018. Julie previously worked in the Information Technology field for a large insurance provider. She brings strong analytical, organizational, and project management skills to the...
Joe McIlwain
Assistant
608-287-3059
Joe has been with Lincoln Financial Advisors since 2010 and is a valuable team member of the Stickney-McIlwain group. Joe has a long history working in Materials Management and Production Control at a variety of manufacturing companies...
John R. Ekman
Vice President - Western Division
John R. Ekman has over 30 years of experience in the financial services sector, with particular expertise in recruitment, business development, business transformation strategies and territory management. Prior to joining Lincoln,...
Terrence Newman
Regional Director – Midwest Region
Terry Newman brings more than 25 years of industry success to Lincoln Financial Advisors, spending the first ten years in a client-facing role and the balance in leadership positions. His broad experience in wirehouses, bank programs...
Deanna Patton
Business Operations Manager - Midwest Region
Deanna Patton has been working in the financial industry for over 10 years. She joined Lincoln Financial Advisors in 2013. Prior to joining Lincoln, she was the marketing coordinator and office support for John Hancock. Deanna...
Deepak Patil
Senior Systems Analyst
Deepak has been with Lincoln Financial Advisors since July 2003. He graduated with a Bachelor’s degree in Electronics Engineering, and a MBA. As a Systems Analyst he provides the daily network, hardware and software support to...
Nasser Ali
Director of Financial Advisory Services
As head of the investment planning arena, Nasser oversees the delivery of investment planning services, investment technology and assists the Chief Investment Officer with capital market research and portfolio design. He is a member of...
Timothy Johnson
Chief Investment Strategist
Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds...
Russell Jones
Executive Director, Sagemark Consulting Private Wealth Services
Primary area of expertise is developing key concepts and strategies for the high net worth market.Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation’s...
Donna Rowan
Assistant Vice President of National Design
Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.BA degree in English from State University of New York at Buffalo; J...
Mai-Han Shultz, FLMI
Relationship Management Director
Mai-Han joined Lincoln in 1995 when the organization in the Pacific Northwest was Lincoln Cascades, Inc., and lead by Daniel E. Fenker, CLU, ChFC, for 18 years. Her focus on Marketing began in 2001, specializing in Personal...
Travis Dougherty
Regional Director - Pacific Northern Region
Travis rejoined Lincoln Financial in May of 2015. Originally licensed in 2000, he has worked with a number of very well-known investment firms, including American Express, Lincoln, Banc of America, and Midland National. These...
Nathan Truax
Regional Director-Pacific Southern Region
Nathan Truax joined Lincoln Financial Advisors/Sagemark Consulting in 2011 as the Managing Principal for Southern California. In his current role, Nathan is responsible for the management, support and oversight of Lincoln Financial...
Tom Christensen, CFP, CRPC
Director of Planning - California
As a Director of Financial Planning for Lincoln Financial Advisors Corp., Tom Christensen works with planners to build a clear understanding of the issues involved as well as the possible solutions available. In this role, Tom reviews...
Jonathan Lee, CFP, ChFC
Director of Estate & Business Succession Planning
As a Director of Planning for Lincoln’s National Planning Department, Jon is the primary planning contact for Lincoln’s offices in Phoenix, Greater LA/Westlake Village, Orange County, San Diego, and the California Fringe...
David Downing, CRPC
Director of Planning - Oregon & Utah
Dave received his Bachelor's Degree in Finance with a specialization in Financial planning from Bowling Green State University in May of 2002. Dave has been with Lincoln Financial Advisors/Sagemark Consulting since May of 2000, where...
Aaron Huntoon, CRPC
Director of Estate & Charitable Planning
Aaron consults on comprehensive financial plan design and technical topics with Lincoln Financial Network advisors nationally. He is a Sagemark Consulting Private Wealth Services1 Advisory Specialist in which he provides customized...
Paisley L. Huntoon, P.H.R.
Regional Director of Operations
Paisley contributes a wealth of experience in the human resources, finance and operations arenas based upon her tenure at Lincoln Financial Advisors and her consulting work with many Fortune 100 corporations, including Macy*s, The...
Carolyn Forte
Operations Manager - San Diego RPO
Carolyn began her career with CIGNA Financial Advisors in San Diego in 1986 as a planner assistant. In 1994, she was promoted to Compliance Manager for the CIGNA Southern California Mega Region, overseeing compliance and licensing for...
Mary Anne Schultz
Business Operations Manager - Orange County RPO
Mary Anne has been affiliated with Sagemark Consulting/LFA since 1983 when she joined CIGNA Financial Services. She has held various positions during her tenure such as Planner Assistant and Regional LAN Administrator. She became the...
Bonafe De Mayo Santos
Business Operations Manager - San Ramon RPO
Bonafe De Mayo Santos joined Lincoln Financial in 2018 and is the Business Operations Manager for the San Ramon RPO. She provides support in the areas of Compliance, Finance, HR and Operations. She began her career in Financial...
Marilee Perkett
Business Operations Manager - West Division
Since joining Lincoln in 1983, Marilee has fulfilled many roles, from local to national levels. As Business Operations Manager, she is responsible for the oversight of operations for Lincoln in the West Division, supporting financial...
Nola Talauega
Business Operations Manager - Phoenix RPO
Nola began her career with Morgan Stanley Dean Witter in January 2001, as the cage operator for a lively wire house supporting over 30 brokers. Nola then affiliated with Lincoln Financial Advisors as a planner assistant and Office...