Team
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...
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 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...
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...
Carrie Waters Schmidt began her career with Lincoln Financial Advisors in 2004 after receiving her Bachelor of Science in Consumer Affairs at the University of Wisconsin- Madison. Since then she has earned a Masters in Financial...
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 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 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...
Dave spent many years as a market maker for the equities and options capital markets. He started his career at Lincoln Financial Advisors home office as a national principal. His main focus has been suitability and trade review. Dave...
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...
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...
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...
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...