Wealth Architects Team
Ben joined Lincoln Investment in November 2020 as an Insurance Product Leader. Ben earned a B.A. in Communication from Wake Forest University, along with a CFP® Certification. He also holds series 6 & 63 FINRA licenses and Life and Health Insurance licenses.
Ben joins us from Holman Insurance Services, where he worked as a Financial Services Specialist. He started in the Financial Services department as a property and casualty insurance broker. He also worked for Merrill Lynch as a Financial Advisor, where he provided financial recommendations and prepared retirement plans.
Ian joined Lincoln Investment in February 2020 as an Advisor Consultant. Prior to joining Lincoln, he had 10 years of experience in the financial services industry. Ian has a B.S. in Management & Marketing and a M.B.A. in Finance from LaSalle University. He currently holds his FINRA Series 7 and 66 securities registrations and Pennsylvania life/health insurance licenses.
Jonathan joined Lincoln Investment as an advisor consultant in 2014.
Jonathan graduated from Colorado State University with a B.A. in Political Science and a minor in law. He currently holds is FINRA Series 7, 6, 66 and 63 securities registrations. In 2015, he obtained his Certified Investment Management Analyst® designation from the University of Pennsylvania, Wharton School of Business.
Maureen began her career with Lincoln Investment in 1987. In 1999, she joined what is now known as the Advisor Consulting team.
Maureen graduated from Widener University with a degree in Business Management. She currently holds FINRA Series 6 and 26 securities registrations.
Michael joined Lincoln Investment as an Advisor Consultant in December 2021. A graduate from the University of Dallas in Irving, TX. Michael worked at Waddell and Reed Financial Advisors where he served as the Regional Director of Financial Planning and Practice Development. In this role, he drove advisor revenue through increased relationship-based client engagement and advanced coaching and led advisors to develop and implement a growth strategy through scheduled office, one on one, and regional training meetings.
Prior to joining the Advisor Consulting team in 2020, Nick had five years of industry experience working as an Investment Analyst on the Investment Management & Research team. Nick graduated from Florida Atlantic University with a B.A. in Finance and Marketing. He currently holds a FINRA Series 7 and 66 securities registrations.
Steve has worked with Lincoln as a contractor since January 2020 and is now the Senior Vice President of Practice Management. He is a graduate of Rider University with a degree in Finance and has worked in the financial services industry for his entire career. While at Rider, Steve began his career with Allstate, and after graduation, set out to start his own firm, which led to a dual role on the corporate side that grew from Market Manager to Regional Independent Agency Manager and a member of the senior staff.
Two decades of success in the captive world grew into matched momentum in the independent agency channel and then as a business planning and development consultant for advisors and agencies in all stages of growth.
Prior to joining Lincoln in 2010 , Tim had over 15 years of experience working in the Financial Services industry working closely with advisors and their clients with a variety of products to help them meet their financial objectives.
Tim graduated from Miami University of Ohio with a B.A. in Marketing and Economics. He currently holds FINRA Series 6, 63, 65 and 26 securities registrations, along with an Ohio insurance license. He has obtained ChFC® and CLU® designations.