Broker Check

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

Team

 

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

608-287-3019

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

262-717-9444

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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John Zurovitch

Investment and Planning Services

608-287-3000

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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Brian Stickney

Marketing Director

608-287-3018

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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Kristyne entered the financial services industry in 2012 and has since played a role in many aspects of the finance industry. As Director of Client Services, Kristyne is dedicated to using her knowledge in servicing our clients as well...

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Dave Fabos

Business Operations Manager

773-380-8500

Dave spent many years as a market maker for the equities and options capital markets. He started his career at Lincoln Financial Advisors home office as a national principal. His main focus has been suitability and trade review. Dave...

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Deepak Patil

Senior Systems Analyst

773-380-8516

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

608-287-3000

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

608-287-3000

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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Joe Flynn

Director of Planning

773-380-8500

Joe's educational and legal background uniquely qualifies him for design responsibilities. He specializes in the areas of business agreements, estate planning and estate tax payment techniques. In addition to a law degree with an...

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