Meet Our National Planning Team

Credentials:

• CERTIFIED FINANCIAL PLANNER™ professional certification
  
• CHARTERED RETIREMENT PLANNING COUNSELOR^SM Designee
  
• Certificate of Completion for Professional Financial Planning Series; Executive Development Center, Old Dominion University

• Past Treasurer and Board Trustee for my church
  
• Past President of local Kiwanis Chapter
  
• Treasurer, Kiwanis Children's Council of Hampton Roads
  
• Member of Financial Planning Association^®
  
• Member of National Association of Estate Planners & Councils

• Areas of expertise: Comprehensive financial planning for the High Net Worth market.


• Bachelor’s in Business Administration from the University of North Florida. Holds series 6, 7 and 66.

• Areas of expertise: Estate, retirement, investment, and business succession plans.


• Bachelor of Arts degree from The College of William and Mary. Member of the Northeast Florida Estate Planning Council.

• Areas of expertise: Jim currently coaches financial planners across the country in client acquisition including sales and technical areas of Business Succession, Estate, and Investment Planning.   Also responsible for all the advisor training in the region.


• He is a sought-after speaker, trainer and coach within Lincoln Financial Advisors. He presents regularly at National Planning Forums, Fall Focus seminars, The Resource Group conferences, and many other training programs and forums.

• Primary area of expertise is the strategy and philosophy of investment planning and wealth management, focused on asset allocation, vehicle selection, and behavioral economics.


• Degree from Middle Tennessee State University, regular speaker at national events, and member of Lincoln’s Steering Committee and Investment Strategy Group.

• Areas of expertise: Investment Planning, Private REITs, Annuities, Gold-Silver, Alternative Investments, Behavior Finance and including the integration of the investments into the comprehensive financial planning processes.


• Bachelor’s degree in Family Resource Management from The Ohio State University in 2000. National speaker/trainer for Lincoln Financial Advisors.

• Areas of expertise: The development, training, and implementation of Lincoln’s fee-based financial planning model, cycle of operations and new client acquisition process. Provides group and one-on-one coaching to advisors.


• A subject matter expert and trainer on many of Lincoln’s nationally supported advisor development training programs. B.A in Business Management from the University of Utah. Holds a Series 24, 7, 63, 65 and life licenses.

• 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 a Series 7 registration.

• 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 Annual Estate Planning Forum, GAMA International’s LAMP meeting, NAIFA and numerous technical and internal Lincoln business management sessions.

• Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.


• Summa cum laude, Master's degree graduate from Southern Methodist University.