My Services

With my qualifications and the independence of Lincoln Investment, I am able to simplify financial planning with a personalized client-centered approach. 

Unlike many financial companies which create and sell their own in-house financial products, the independence of Lincoln Investment allows me to utilize hundreds of different companies and thousands of various solutions to fit your unique situation. Since no two situations are exactly the same, I don't believe everyone's needs can be met with within the limitations of only one company's solutions.

Your personal financial plan will need to integrate many different areas, such as retirement planning, insurance, education planning, investments and risk management. Below are some of the types of tools and plans I use to develop and implement a comprehensive financial plan.


  • Retirement Planning
    • 401(k) Rollover Consultations
    • 403(b) / TSA Accounts
    • 457(b) and 401(k) Plans
    • Roth IRA, Rollover Consultations and Traditional IRA
    • SIMPLE IRA, SEP IRA, Solo-401(k)
  • Personalized Financial Planning
  • Customized Retirement Counseling
    • PSERS / SERS Analysis
    • Private and Public Pension Analysis
  • Education Planning
    • 529 College Savings Plan
    • Coverdell Education Savings Account
  • Insurance
    • Disability
    • Life Insurance
    • Long-Term Care
  • Investment Management
    • Mutual Funds
    • Annuities (fixed and variable)
    • Stocks and Bonds
  • Tax management
  • Estate Planning and Conservation

Before deciding whether to retain assets in an employer plan or roll over to an IRA an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalities, protection from creditors and legal judgements, required minimum distributions, possession of employer stock and reduction/elimination of guaranteed benefits from the pension plan.