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Company Name - City, State

Contact Info

  • 406 Science Drive Ste 310
  • Madison, WI 53711
  • 608.287.3000
  • 20800 Swenson Dr
  • Waukesha, WI 53186
  • 262.717.9444



Scott’s approach to financial planning is comprehensive. He analyzes and addresses all aspects of his clients’ financial situations. He has consistently demonstrated an ability to uncover gaps in coordination.

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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.

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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...

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David West

Financial Planning and Investment Services Specialist


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...

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Sharon Dolven

Client Relations Manager


Sharon joined Lincoln Financial Advisors in 2006, working part-time in Scott's office handling the long-term care business. She switched to full time in 2010 and added her Series 6 license.

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Brian Stickney

Marketing Director


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...

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John Zurovitch

Investment and Planning Services


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...

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Deepak Patil

Senior Systems Analyst


Deepak has been with Lincoln since July 2003. He graduated with a Bachelor’s degree in Electronics Engineering, and a MBA. As a Systems Analyst he provides the daily network, hardware and software support to Chicago RPO staff and...

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Nasser Ali

Director of Lincoln Financial Advisory Services


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...

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Timothy Johnson

LFN Chief Investment Strategist


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...

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