PS&E - Key Persons
Kevin specializes in making the complex understandable, and clients benefit from his use of diagrams to help them understand their current situations and proposed solutions. He has a strong passion for the effective use of technology and uses a web-based Wealth Management System for organizing a client's financial situation.
Kevin has been helping clients with their financial goals for over 25 years. He is a Lincoln Financial Advisors Premier Partner, an internal designation based in part on assets under management, sales and compliance criteria and a Lifetime Member of The Resource Group (TRG), an invitation only, nationwide network of the top 200 financial planners within Lincoln Financial Advisors. Kevin holds FINRA Series 6, 7 and 63 registrations and is also Life and Health Insurance licensed. Kevin has served as Chairman of the TRG Board as well as the Chair of the TRG Technology Committee.
Kevin graduated from SUNY Cortland with a BS in Chemistry and a Minor in Mathematics. Prior to Lincoln, he worked at Eastman Kodak for 15 years. Kevin began his financial services career with CIGNA Financial Advisors and a few years after, the CIGNA unit was sold to Lincoln.
Kevin and his wife Julie will be celebrating their 36th anniversary in 2020. Time and weather permitting, they can usually be found working on their golf games.
Job Titles:
- Investment Operations Manager
- Registered Representatives of Lincoln Financial Advisors Corp
Heather manages our various investment programs and client accounts. She has earned the nickname, "Radar O'Reilly", always striving to be on top of all our business and client needs.
Heather has been with Lincoln Financial Advisors (LFA) since 1993. She currently holds FINRA Series 7 and 63 registrations. Her previous field office positions have included Financial Planning Coordinator and Investment New Business Associate. Heather is a member of the LFA AAO Staff Council. As a member she works with other staff members across the country to assist LFA in improving business systems.
If you have any questions or concerns regarding your investment accounts, you can feel confident in reaching out to Heather. She will work diligently in solving any issue you might have or getting you the assistance, you need.
When she's not in the office, you most likely will find Heather planning her next vacation destination, hanging out with her nephews and cocker spaniels, or cooking up something delicious in the kitchen.
Job Titles:
- Insurance & Annuity Operations Manager