LINCOLN FINANCIAL ADVISORS - Key Persons
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 Marketing Director, Brian creates material for clients to be kept informed about Lincoln Financial Advisors. He has developed various avenues to help us towards our goals and put systems in place to stay in close contact with all of our clients. Brian also spends his time helping advisors with meeting preparation and to keep in contact with our wholesalers, so we are able to present our clients with the appropriate products and services they need to help them toward their financial goals.
Job Titles:
- Financial Planning and Investment Services Specialist
- Registered Representative and Investment Advisor
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 attorney* in the Commercial Litigation Department of Nixon Peabody LLP, an Am Law 100 law firm. Currently, David applies the analytical abilities he developed in law school, and honed through four years of litigating commercial disputes, to assist clients towards meeting their unique financial objectives.
David was excited to join Lincoln Financial Advisors based on its reputation for superior client service and the array of investment options made available through its open architecture platform. This provides David with the tools to help meet the individual financial planning needs of each client.
David is a Registered Representative and Investment Advisor Representative of Lincoln Financial Advisors Corp., holding Series 7 and 66 registrations. He also carries Life and Health insurance licenses in the State of Wisconsin.
Job Titles:
- Business Operations Manager - Midwest Region
Deanna Patton has been working in the financial industry for over 10 years. She joined Lincoln Financial Advisors in 2013. Prior to joining Lincoln, she was the marketing coordinator and office support for John Hancock. Deanna received her Associate in Arts Degree at Wilbur Wright College, soon after she graduated from DePaul University where she received a Bachelor of Arts in Behavioral Science.
Deepak has been with Lincoln Financial Advisors 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 planners spanning multiple Lincoln offices and myriad of detached offices. Additionally he provides training on the use of operating system and software. Deepak is also responsible for telephone communications at all RPO office locations to assure continuous service with minimal disruption.
Job Titles:
- Registered Representative
Drew worked as an intern for the Stickney-McIlwain group during his Junior and Senior years of college before joining the practice full-time in 2020. Drew manages the operations side of the practice and is focused on implementing new technological procedures that aim to provide clients with the ability to access and address their needs in a convenient, time efficient manner.
"I am excited and honored to be a part of this team and will continue to help provide our clients with the meaningful, respectful and quality service they deserve."
Drew graduated from the University of Wisconsin-Madison with a B.S. in Personal Finance and a Certificate in Entrepreneurship.
Drew is a licensed SIE, Series 7, Series 66 Professional and Registered Representative of Lincoln Financial Advisors Corporation.
*Drew Finley Haag is a Registered Representative and works in a support capacity for Tim McIlwain and Mike Stickney who are also registered representatives of Lincoln Financial Advisors Corp.
Joe has been with Lincoln Financial Advisors since 2010 and is a valuable team member of the Stickney-McIlwain group. Joe has a long history working in Materials Management and Production Control at a variety of manufacturing companies. He has extensive experience using Microsoft Office applications, Business Management and Project Management software.
Joe uses his experiences working for manufacturing companies to help facilitate the continuous improvement of Lincoln Financial Advisors practices and procedures. His experience with MS Project and other Project Management tools help him plan and execute the day to day activities of a growing company.
Joe attended the University of Wisconsin-Whitewater studying Business Administration.
John has over 25 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 financial planning objectives. Working closely with Tim McIlwain and Mike Stickney, he will help develop a long-term investment strategy towards achieving your personal goals based on thorough research and facts, rather than emotion. The vast array of investment and analytical resources available through the Lincoln Financial Advisors network makes this possible.
John earned a Bachelor of Business Administration degree in Finance from the University of Wisconsin - Whitewater. He holds two designations from the College of Financial Planning, Registered Paraplanner (RP) and Accredited Asset Management Specialist (AAMS), and has also completed the H&R Block Income Tax Preparation course. Prior to his current position, John served as Lincoln's Regional Director of Investments in Wisconsin and as a Senior Case Manager. His experience also includes working with several leading investment broker/dealers as well as nearly five years within the Trust Department of a Dane County community bank. John has traveled throughout the United States, assisting with financial planning case design and client investment presentations.
John holds the FINRA Series 7 and 63 registrations and Life and Health Licenses.
Job Titles:
- Client Relations Manager
- Client Service Associate
Kristin Isaac joined our team in 2021 as our client relations manager. For over 10 years she has been a noteworthy leader in luxury customer service working for several world-renowned four and five diamond resorts. Driven by a passion for excellence, she takes pride in providing our clients with the highest level of support and service in any situation. Kristin looks forward to becoming a licensed financial professional to further serve her community. She attended Arizona State University where she majored in bioengineering.
Mai-Han joined Lincoln in 1995 when the organization in the Pacific Northwest was Lincoln Cascades, Inc., and lead by Daniel E. Fenker, CLU, ChFC, for 18 years. Her focus on Marketing began in 2001, specializing in Personal Introductions and the incorporation of key branding tools aligned with LFA/Sagemark's Fee-Based Cycle of Operations. Based in Portland, OR, she works with financial planners across the country to help them implement and enhance the Personal Introductions Process into their practice.
Job Titles:
- Director of 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 Lincoln's Investment Policy Committee and Steering List Committee.
Nasser earned his Bachelor of Science degree in Finance from the University of Maryland. Nasser earned the CFA (Chartered Financial Analyst) designation in 2000 and CFP® (CERTIFIED FINANCIAL PLANNER™) certification in 2004. He also earned his CRPC® (Chartered Retirement Planning Counselor™), AAMS (Accredited Asset Management Specialist) and CMFC (Chartered Mutual Fund Counselor) designations in 2007, 1998 and 1996, respectively. He is a member of the CFA Institute, Financial Planning Association and the Baltimore Security Analysts Society. Additionally, Nasser prepared a piece entitled "The Impact of 9/11 on the Global Economy" in the Encyclopedia of World Terrorism. Nasser is periodically interviewed by industry magazines and radio programs.
Ryan graduated from Butler University in 2022 with a Bachelor of Science in Finance with an emphasis in Risk Management. Ryan's current role as Client Service Associate is to assist both the clients and the firm daily to help improve efficiency. After completing licensing exams this year, Ryan will begin to collaborate in all aspects of the firm especially on the Risk Management and Insurance side of the firm.
Ryan stated, "I am extremely excited to join the firm and add value to our current and future clients for years to come."
Ryan has his license in Health and Life Insurance while working to obtain his future investment qualifications.
Job Titles:
- Financial Planner & Risk Management Specialist
- Registered Representative
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 and missed opportunities. Solutions are provided by developing business continuity and business exit strategies, tax reduction strategies, retirement income modeling, investment analysis, as well as by introducing unique estate preservation and estate distribution concepts.
With over 40 years of financial planning experience, all with the same firm, Scott has earned his company's and the industry's highest honors. In addition to having a degree from Bradley University, Scott has earned the Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Retirement Planning Counselor designations and the CERTIFIED FINANCIAL PLANNER™ certification.
In describing his business philosophy, Scott states, "The foundation of my business is putting my clients' needs first. My objective is to help my clients establish clear goals for each part of their financial lives and to provide them with an understandable and realistic plan toward achieving those goals.
Scott Dolven is a registered representative of Lincoln Financial Advisors Corp.
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 registration to her State of Wisconsin Life and Health license. Her main focus has been on client relationship management. She is striving to ensure that their clients receive excellence in service and satisfaction.
Sharon graduated from Eastern Illinois University and began a career in Marketing with the Bell System. She left AT&T after the birth of her first child. She enjoys spending time golfing and traveling with Scott.
Job Titles:
- Chief Investment Strategist
Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
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 Corp. in 2001 based upon their open architecture, comprehensive financial planning services, and "Serve first" philosophy.
Job Titles:
- Regional Director - Pacific Northern Region
Travis rejoined Lincoln Financial in May of 2015. Originally licensed in 2000, he has worked with a number of very well-known investment firms, including American Express, Lincoln, Banc of America, and Midland National. These experiences have brought valuable training and experience to round out his knowledge of the investment and wealth management universe.
Travis now leads our Pacific Northwest regional planning office covering Oregon, Washington, and Alaska with a focus on courting and attracting excellent financial planners who are a fit with Lincoln Financial Advisors' Serve First philosophy and creed. Additionally, he is able to offer his experience and insight to independent insurance providers who desire a direct relationship with the carriers they represent.
Originally from Denver, CO, Travis moved to Portland in 1995 to pursue and attain a BA from Lewis & Clark College. He and his wife Sharon have two beautiful daughters, Charlotte and Sloane. Away from the office, he enjoys hiking, camping, and exploring the Pacific Northwest. Additionally, he is affiliated with two local soccer organizations and plays regularly.