LINCOLN FINANCIAL ADVISORS - Key Persons
Job Titles:
- Registered Representative
Andrew L. Comins is a registered representative of Lincoln Financial Advisors Corp.
Christine works with Andrew L. Comins, CLU, CHFC, MSFS, AEP. As his assistant, she is a liaison between internal departments and outside custodians to ensure client accounts are established and maintained. Christine also oversees scheduling all client reviews and assists in preparation of client materials and reports.
Prior to joining Sagemark Consulting, Christine has had an extensive background in the administrative assistant field. She last worked at Finger Lakes Health in Geneva starting out as administrative assistant in the Foundation and then moved into the position of assistant to the Chief Medical Officer. She attended Illinois Central College studying administrative support.
Christine, a native of central Illinois, moved to New York 8 years ago. She currently lives in Churchville, NY, with her husband Bruce and their dog Tucker.
Job Titles:
- Director of Planning
- Financial Planning Manager
Jeff has twenty years of experience in financial planning and investment management programs, and a long career with Sagemark Consulting and Lincoln Financial Advisors.
Jeff is a Director of Planning at Lincoln and specializes in the investment area of planning.
Jeff's work reflects the belief that financial planning is as much about a person's values as their money. He focuses on protecting individuals' purchasing power as he projects income needs for long term planning. He customizes retirement plans for each situation utilizing tools and techniques that help manage taxes, market volatility, and risk.
Jeff's areas of expertise include portfolio analysis, comprehensive financial planning, and investment implementation design. His planning emphasizes in-depth client education and account mapping and modeling.
Jeff holds the Certified Investment Management Analysts (CIMA®) designation, issued by IMCA in conjunction with The Wharton School of Business. He has also earned the Chartered Retirement Planning Consultant (CRPC) designation from the College for Financial Planning. Jeff also holds a CERTIFIED FINANCIAL PLANNER(TM) (CFP®) certification.
As a paraplanner, Tami assists in plan design, implementation, and closely monitoring that client objectives are being met. She researches funds for asset allocation by considering performance and risk metrics. Tami also generates and assists in analyzing retirement projection plans.