LINCOLN - Key Persons
AM's success working with business owners can be attributed to his skills and experience developed through his solid academic and business background.
AM is a frequently requested speaker by law firms and trade associations catering to business owners.
Prior to joining Lincoln Financial Advisors, AM completed both his Bachelor and master's degrees at the University of Mississippi.
AM is active in his community and has served as Gubernatorial appointment to Mississippi State Board of Education and is past president of Jackson MS Touchdown Club. He is Chairman of the Sports Hall of Fame Banquet. He is involved in many industry associations, as well as community and state associations.
Job Titles:
- Farm Succession and Estate Planning Strategy Specialist
About Art,Passionately committed to working with farmers, land and agribusiness owners and their families to address succession, asset protection, and tax minimization concernsA client-centric, holistic, and customized approach is used...
About AM ZeidmanAM's success working with business owners can be attributed to his skills and experience developed through his solid academic and business background.AM is a frequently requested speaker by law firms and trade...
Job Titles:
- Estate and Succession Planning Strategy Specialist
Cathey Paine is passionately committed to working with Agribusiness owners and their families throughout California. Her goal is to establish a lasting relationship with these clients and provide them with a sense of security for their future. For 20 years, Cathey has been focused on assisting her clients to accumulate, preserve, and protect wealth for themselves, their children, and future generations. She employs a client-centric approach to addressing the estate and succession issues that face Agribusiness owners today to create a comprehensive plan of action to help towards meeting their individual goals and objectives. Cathey's goal is to establish a lasting relationship with her clients and provide them with a sense of security for their future.
In addition to serving Agribusiness owners in her personal practice, Cathey has been a frequent lecturer in Southern California on the topics of wealth preservation, tax efficient investing and the unique challenges of long-term care needs. Cathey, an avid sailboat racer, served on the Board of Directors for Anacapa Yacht Club for four years and is an active member in her community's South Bank Community Council. Her inclination to help others caused her to visit villages in Africa, contributing books and athletic equipment to the village schools. She currently works with land mine victims and the bereft children of Cambodia. Cathey served on the Board of Directors of the Cambodian Children's Funds for five years and sponsors three children, Hoeum, Horn and Meas Saras.
Job Titles:
- Agribusiness Owners
- Estate and Succession Planning Strategy Specialist
Chuck Dierks is a proud third generation farmer from Kansas who has broad experience in farming operations and equipment distribution. His farming experience is at the core of his passion for working with Agribusiness owners and their families throughout Kansas. He strives to help these business-owner clients to accumulate, preserve, and protect wealth for themselves, their children, and future generations. Chuck employs a client-centric approach to addressing the estate and succession issues that face Agribusiness owners today to create a comprehensive plan of action to help meet their individual goals and objectives.
About Chuck...Chuck Dierks is a proud third generation farmer from Kansas who has broad experience in farming operations and equipment distribution. His farming experience is at the core of his passion for working with Agribusiness...
Christa has close ties to the farming community and has made working with Agribusiness owners a focus in her practice. Christa understands the difficult and unique issues that face each farm family. She uses a comprehensive financial planning process to help families, individuals, and business owners design a financial plan towards ensuring financial security. Christa provides a range of financial planning services, using solutions designed to fit each client's unique need. Additionally, Christa provides workplace education to both not-for-profit and for-profit organizations. Topical workshops include important issues from Retirement Planning, Social Security, Women & Investing, Investment Basics and many more.
Christa adheres to Lincoln's philosophy of "Serve First, Last and Always "SM. She feels it is important to work in a business climate whose culture endorses recommendations that are customized for each client and not just boiler-plate advice. She provides her clients a wide range of products and services designed to help keep them informed, and most of all, gain a sense of security.
"I provide financial planning services using solutions designed to fit clients' needs to help them save and invest for their future and pass on their legacy to family and/or to charity."Christa has close ties to the farming...
Job Titles:
- Estate and Succession Planning Strategy Specialist
About Dennis...Grew up on a diversified family farm in West Central Missouri near Carrollton where his family is still actively involved in production agriculture15 years of agribusiness financial and operational managementProfessional...
Job Titles:
- Estate and Succession Planning Strategy Specialist
At the core of Jacqui Davie's business practice is a passionate commitment to serving ranchers and Agribusiness owners throughout Texas, Oklahoma and Louisiana. She employs a client-centric approach to addressing the estate and succession issues that face these landowners today. Jacqui's strength is creating objective and customized plans that help provide her clients with an enhanced sense of security regarding their future, as well as the future of their family and operation.
About Jeff...Jeff Nelson is passionately committed to working with Agribusiness owners and their families throughout the Midwest. Jeff comes from a family of farmers, beginning with his grandparents who owned a farm in Nebraska....
Jeff has spent the past 35 years working with successful farmers, growers and owners of Mid-Market businesses, advising them on business succession, retirement planning, estate planning and wealth management.A 1976 graduate of...
Mark is a partner of WCP Private Wealth Advisors. He entered the financial services industry in 1989 and joined WCP, Sagemark Consulting and Lincoln Financial Advisors in 2001. Focusing on business owners and other high net worth families, Mark's goal is to help his clients with business transition planning, improve cash flows, save taxes as well as manage and protect their assets.
He is an inaugural member of The Business Intelligence Institute*, an initiative of the Lincoln Financial Network. BII is focused on serving the needs of closely-held business owners to help them grow, preserve, protect and transfer their life's work. Only the most highly qualified advisors within Lincoln Financial Network are invited to participate in this effort. Our mission is to use our holistic financial planning process, culture and intellectual capital to help our entrepreneurial clients make informed choices toward reaching their business and personal goals.
Mark is a recent past chairman of the board of Inclusion Matters by Shane's Inspiration, a non-profit focused on inclusive play and reducing bias toward children with disabilities. He has also served on various boards and committees for the YMCA and a Waldorf school and can often be seen coaching youth basketball. Mark and his wife, Karen, have two children and reside in Southern California.
Job Titles:
- Estate and Succession Planning Strategy Specialist
- Member of the Financial Planning Association
Martin is a member of the Financial Planning Association (FPA) and the National Association of Insurance Financial Advisors (NAIFA). He is a member of the Adjunct Faculty in the Graduate School of Business at the Golden Gate University in San Francisco. He is an active member of the Diablo Valley Estate Planning Council. He is also a member of the Sagemark Consulting's prestigious Resource Group*. He also serves on the Board of Directors for the Meals on Wheels.
Martin brings over 20 year of experience in educating farm families and business owners about innovative strategies to cultivate, protect and preserve their legacy.
By reviewing and coordinating work clients may have already done with another advisor, Martin can often identify missed opportunities or gaps.
Since Megan was a little girl her dream was to have a ranch one day. Horses and a love for the outdoors are in her blood. Her dreams and farm experience have fueled her passion for helping agribusiness owners and multi-generational...
Job Titles:
- Estate and Succession Planning Strategy Specialist
Mike Cohen is passionately committed to working with Agribusiness owners, their active and in-active family members throughout the Rocky Mountain Region and neighboring states. He enjoys a 30-year record in helping clients to accumulate, preserve, and protect wealth for themselves, their children, and future generations. Mike employs a client-centric approach to addressing the estate and succession issues that face Agribusiness owners today to create a comprehensive plan of action to help meet their individual goals and objectives. He takes great pride in helping families formalize the governance and structure of their farm operations, plan for generational transitions and gain a sense of security.
In addition to his focus on serving the Agribusiness community, Mike is a proactive member of the community. He has served on the Winter Park Ski Patrol for more than 30 years and volunteers as a professional rescuer/CPR instructor in his leisure time. He achieved a Bachelor's Degree in Economics from Colorado College and earned the Chartered Retirement Planning Counselor SM (CRPC®) designation in 2010.
About Mike...Mike Cohen is passionately committed to working with Agribusiness owners, their active and in-active family members throughout the Rocky Mountain Region and neighboring states. He enjoys a 30-year record in helping clients...
Job Titles:
- Estate and Succession Planning Strategy Specialist
About Mike...My focus on Agribusiness Services is a result of the following:My interest in helping family farmers and the impact they have on the community.Planning for business succession to have a successful transfer to the next...
Job Titles:
- Estate and Succession Planning Strategy Specialist
B.S. Degree in Forestry, University of Tennessee, 1996Focus on Agribusiness Services-work primarily with rural farm and forest landowners.Importance of estate and succession planning-we need to pass on to the next...
Paul Meyer entered the financial services industry in 2005. He affiliated with Lincoln Financial Advisors after transitioning from a successful 15-year career in the utility construction industry, where Paul was part of family owned, and family run businesses. It is Paul's mission to leverage his experience and skills to help others secure their families, protect what they are working so hard for, and to grow & transition their business interests.
Having earned both the CEPA® and CBEC® designations, Paul works within proven processes to help business owners understand their exit options with passion, integrity, and empathy. Paul affords his clients the opportunity to make educated and informed decisions toward reaching their objectives and be confident that their financial planning is and remains relevant and sustainable.
Job Titles:
- Consultant
- Principal
- Estate and Succession Planning Strategy Specialist
- Member of the Financial Planning Association
- Member of the Resource Group
Logan Waters is a Certified Business Exit Consultant® and Principal of Waters Wealth Consultants. He is also an investment advisor representative of Lincoln Financial Advisors Corp. Logan's practice is concentrated on business exit and succession planning, including wealth accumulation and transfer strategies.
Logan is a member of The Resource Group, an invitation-only, nationwide network of the top financial planners within Lincoln Financial Advisors. He is also a member of Sagemark Consulting Private Wealth Services of Lincoln Financial Advisors which focuses on high-net-worth clients, The Business Intelligence Institute, which focuses on the needs of business owners, and is also a past board member of the Premier Partners Advisory Council.
Logan is a member of the Financial Planning Association, the NeXt Estate Planning Group of Richmond, and the Professional Advisor Council organized by The Community Foundation of Central Virginia. He is a past board member of RVA Pulse, the auxiliary board of The American Heart Association, and lives in Richmond with his wife, Caryn, and their two children, Harrison and Libby.
Logan Waters, CBEC® is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Advisors and its representatives do not provide legal or tax advice. Waters Wealth Consultants is not an affiliate of Lincoln Financial Advisors Corp. CRN-4746853-051722.
Job Titles:
- Estate and Succession Strategy Planning Specialist
My grandfather had a saying, "Make the main thing the main thing." In most farming, ranching and dairy operations the main thing is production. There are a handful of reasons why this is the case, but the main one is to...
Job Titles:
- Estate and Succession Planning Strategy Specialist
Scott is passionately committed to serving agricultural business owners and multi-generational farming operations. Throughout his 20+ year career, Scott has been listening to what his clients want and what they say. This allows him to focus on his client's needs first. Scott employs the client-centric approach to address business succession and estate planning issues that face the agribusiness owners today. He then can assist his clients in areas of accumulation, and wealth preservation for themselves, their children and future generations. Understanding his client's goals and objectives is an integral part of developing a comprehensive financial plan. His goal is to establish a long lasting relationship with his clients and provide them with an enhanced sense of security regarding their financial future.
In addition to his work with agribusiness owners, Scott has been serving professionals, individuals and business owners of closely-held companies since 1994. When Scott isn't meeting with clients turning complex financial concepts into strategies, he's spending time with his wife Bobbi and their two sons Jason and Adam at the lake or some other outdoor activity.
Scott is based in Scottsdale, Arizona and currently sees clients across the United States. He is a current member of the Arizona cattle Growers Association and has FINRA registrations, series 7, series 66 and life and health insurance licenses in Arizona.
Job Titles:
- Estate and Succession Planning Strategy Specialist
Tim Veazey grew up on a dairy farm in western New York. He spent the first 10 years of his career as an agricultural lender, and after that, has been a financial planner focused on agribusiness clients for over 20 years. This experience has fueled his passion for helping owners of large farms develop and implement business succession, estate transfer and personal financial plans. Through a comprehensive financial planning process, working closely with the clients' team of other advisors, he is able to help his clients create a plan designed to grow, preserve, protect, use and distribute their personal and business wealth more effectively. Tim's strength is the ability to see the "big picture" of the client's situation and issues while being able to address the necessary details with the intent of ensuring that their goals can be met. The long term relationships between Tim and his clients have proven to be valuable as the financial plans continue to be reviewed and adapted as time and circumstances warrant.
In addition to his work with agribusiness owners, Tim serves on the Board of NY FarmNet, is a lead usher at his church, is an active member of the NY Agricultural Society, and helps with several 4H, Farm Bureau and Cooperative extension programs and events. He earned a BS in General Agriculture from Cornell University, obtained the CFP® certification as well as the CLU and ChFC designations, holds Series 7 and 65 securities registrations, and is insurance licensed in several states.
This year marks 30 years of being a financial advisor. I graduated from Cuyahoga Heights High School and earned my Bachelor's in Finance and Communications from Baldwin Wallace University.
Most of my clients are: 1. Retirees who I've helped with the goal of establishing lifetime income that they can never outlive. 2. Business owners; helping them with their business succession planning to keep their assets and in the family.