Information, Forms and Documents

Regulatory and Compliance Information

Prospectuses - This will take you to a page where you will be able to view all of the prospectuses for the various mutual funds I may use.

Investor Agreement and Disclosure Handbook

Investment Advisory Disclosure Brochure (ADV2)


When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving and assume total responsibility for your use of the sites you are visiting. Neither I nor Lincoln are responsible for content or information on these sites. The links are provided as an educational resource only and do not constitute an endorsement or a suggestion to purchase or invest with these companies