LINDENBERG FINANCIAL - Key Persons
Job Titles:
- Strategic Partner
- Life Transition Coach
Amanda is both a Licensed Professional Counselor of Mental Health and a National Certified Counselor. Amanda received her M.S. in Clinical Mental Health Counseling from Stetson University and a B.S. In Behavioral Science from Wilmington University.
Ask her long-term clients, and you'll find that she provides both a professional and down-to-earth approach within a comfortable environment. Striving to understand and acknowledge individuals as clients, rather than seeing them as "patients", she enjoys assisting others in their journey to get to a better place.
Amanda's specialties include anxiety, trauma, children and adolescents, addiction, and stress & anger management. She has experience working with first responders and has worked in schools, non-profits and state/government agencies.
She offers assistance with career-oriented tasks, such as job searches, resume and cover letter preparations, and strengthening interviewing skills.
When not helping others, she enjoys spending time with her two children, traveling, finding great food, music, sports, movies, camping, and the arts.
Chris earned his Bachelor of Science in Mechanical Engineering, along with a minor in Economics, from Rensselaer Polytechnic Institute (Troy, NY), while playing 4 years of collegiate lacrosse. He is also a registered Professional Engineer in the State of Delaware. He was born and raised in Newark, Delaware, then moved to Lewes, DE in 2015, where he and his wife Katie are raising their two sons, Brady and Dylan. The boys currently participate in lacrosse, baseball, soccer, basketball, and cross country; Chris enjoys coaching a couple of these youth sports activities. When they are not traveling for sports, the family enjoys spending time at the beach, on their boat, the "Shermanigans", or just out and about enjoying the many opportunities the Cape Region has to offer.
*is not registered with Osaic Wealth, Inc.
Job Titles:
- Certified Public Accountant
- Strategic Partner
- Is Independent of Lindenberg Financial, Inc
We don't come across too many clients, if any, who enjoy doing their taxes. And that's why we partner with Gary. With over 25 years of experience as a Certified Public Accountant, he helps many of our clients with income tax preparation and planning, both for individuals and small businesses. Gary finds it rewarding to be able to explain taxes to individuals and discuss the tax strategy that fits their situation. He is a member of both the American Institute of Certified Public Accountants (AICPA) and the Delaware Society of Certified Public Accountants (DSCPA). Lindenberg Financial, Inc. has recommended and worked closely with Gary in cases where clients have requested.
Gary and his wife Kathleen have been married for over 25 years and they have two sons and one daughter. They're an athletic family, and he enjoys watching his children play baseball, football and basketball. Gary earned his BS in Accounting from Goldey-Beacom College in Wilmington, Delaware.
Job Titles:
- Director of Client Experience
Job Titles:
- Financial Advisor & Law Enforcement Liaison
Justin became a client of Chris vonLindenberg (Lindenberg Financial) in 2001 while a rookie police officer. He began dabbling in the financial services industry in 2007, and when he retired from law enforcement in 2018, we jumped at the chance to bring him onboard full-time. As someone who has worn a badge himself, Justin is the perfect person to help our law enforcement client family members bridge the gap and effectively transition into their retirement from police-work. His specialty is assisting retiring Cops in establishing and developing their financial foundations to build and protect themselves and their families.
Justin retired as a Sergeant from the City of Annapolis Police Department in Maryland. In addition to 17 years in law enforcement, including stints with Patrol, Vice/Narcotics, Intelligence, S.W.A.T., and as an instructor, Justin is also a 12-year veteran of the Maryland Army National Guard. He served as a military police officer in both Operation Noble Eagle and Operation Enduring Freedom in Afghanistan.
Justin's wife, Dana, is a law enforcement professional as well and they are incredibly proud parents of their daughter, Alexa. Justin and Dana are both lifelong residents of Maryland and are active in their community, church, and - most importantly - Alexa's many activities inside and outside of school. He struggles to hold onto his youth by participating in endurance competitions like Tough Mudders and Ragnar Relays. Climbing and summiting Mt. Whitney in California was a great personal accomplishment for Justin, and he has a future goal of hiking the Appalachian Trail from Georgia to Maine. Justin holds both bachelor's and master's degrees in business from Johns Hopkins University.
Job Titles:
- Managing Partner, Baird, Mandalas, Brockstedt, LLC
- Partner at Baird Mandalas Brockstedt & Federico
Kevin is a partner at Baird Mandalas Brockstedt & Federico, LLC and practices in the areas of estate planning and administration and business law. He enjoys a team-based approach to problem-solving and recognizes the importance of building strong relationships with clients. By investing in client relationships Kevin is able to develop legal strategies that harmonize a client's long-term goals with their immediate needs. He understands that for many clients legal services are only one aspect of a larger plan. Kevin, therefore, works carefully to integrate his services into his client's overall business or life plans to achieve optimal results in both the short and long term.
Kevin has a B.S. in engineering from the University of Buffalo and an M.S. in engineering from Virginia Tech. He graduated from the University of Illinois College of Law with honors in 2002. Kevin began his legal career as a law clerk to Judge Sue L. Robinson in the United States District Court for the District of Delaware. As a law clerk he was exposed to many areas of complex litigation involving some of the world's largest companies. After his clerkship, Kevin practiced law in Wilmington at two of the nation's largest law firms. In 2007, Kevin moved his practice to Dover to focus on a more local practice and to spend more time with his wife and children.
Kevin spends substantial time developing estate plans for a diverse range of clients from new couples with young families to individuals with substantial wealth and special health needs. He also enjoys working with entrepreneurs forming new businesses and advises on corporate governance and business succession planning. Kevin's diverse legal background helps him appreciate the often complex nature of a client's issues and he enjoys looking for creative solutions to problems. He strives to provide clients with big-firm service and experience at reasonable rates.
Job Titles:
- New Account Administrator
Job Titles:
- Strategic Partner
- Branch Manager, Nations Lending Corporation NMLS 160944
Beau along with his team of licensed loan officers at Nations Lending Corporation cover the entire Mid-Atlantic Region. Nations Lending Corporation is a direct mortgage lender with highly competitive rates and the ability to close loans quickly with in-house processing and underwriting teams. Since 2007, he has specialized in residential mortgage lending, including second homes and investment properties, and routinely assists our clients with analyzing their current mortgage programs and searching for competitive solutions for our clients' new-home purchases or refinancing needs. Lindenberg Financial has recommended and worked closely with Nations Lending Corporation in cases where clients have requested.
With three police officers in his immediate family in addition to numerous friends, Beau takes pride in assisting many law enforcement officers and military personnel with homeownership and teaches mortgage-related finance classes for the Delaware State Police and New Castle County Police. A Certified Mortgage Planning Specialist, he works hard to make the sometimes-stressful mortgage process go as smoothly as possible following his mantra: "From application to closing; I'm with you every step of the way" - a strong commitment that he brings to every mortgage application that he receives.
Beau earned a degree in Finance and Marketing from Salisbury University's Perdue School of Business. He resides with his wife Lauren and their two children in Bear, Delaware and enjoys traveling, sports, and coaching both his son's travel baseball and daughter's softball teams. Beau and his family attend St. Joseph's Catholic Church in Middletown.
Steven Siegel enjoyed a 25-year career conducting and supervising criminal investigations for the Hudson County Prosecutor's Office in Jersey City, NJ and the Union County Prosecutor's Office in Elizabeth, NJ. During his tenure, he primarily was involved in the investigation of financial crimes, corruption, and internal investigations. Siegel also investigated traditional organized crime, bias crime, and computer-related investigations. As a Sergeant, he supervised a squad of task force detectives conducting narcotics investigations. After being promoted to Lieutenant, Siegel supervised the High-Tech Crime Task Force and the Special Prosecutions Unit. He was intimately involved with the hiring of Detectives and conducted over 100 Detective candidate interviews. In 1994, Siegel completed the prestigious FBI National Academy. He retired in 2010 as a Detective Captain where he supervised half of the approximately 80 Detectives in the office. He has conducted numerous training presentations to police recruits and in-service personnel on white-collar crime, cultural awareness, bias crime investigations and ethics. Siegel also served on the Union County Emergency Response Team.
Siegel has over 18 years of experience in the corporate world both before and after his law enforcement career. He has conducted insurance fraud investigations for Plymouth Rock Assurance, internal and external fraud investigations as a Vice President, Regional Investigator for JP Morgan Chase and global fraud, bribery, and Code of Conduct investigations as a Fraud Investigator with Chubb, a global insurance carrier.
Siegel was designated as Certified Fraud Examiner (CFE) through the Association of Certified Fraud Examiners. He served as a mentor to others striving to become a CFE and those looking to advance.
Siegel has a Bachelor's degree in Criminal Justice and an Associate's degree in Management with an Accounting specialization.
In 2020, Siegel founded High Caliber Career Transitions, an entity which helps law enforcement and military veterans successfully transition into their next career. Siegel assists his clients prepare resumes, cover letters and LinkedIn profiles. He also provides coaching on such topics as identifying and preparing for your next career, job hunting, networking, interviewing, compensation negotiation and succeeding and advancing in the corporate world.
Siegel recently relocated to Delaware from New Jersey with his wife Christine. He loves spending time with his family including two grandchildren and enjoys playing golf, kayaking, biking and working out.
Only one-third of adults have an estate strategy document such as a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they're gone. 1
But a will is an instrument of power. Creating one gives you control over the distribution of your assets. If you die without one, the state decides what becomes of your property without regard to your priorities.
A will is a legal document by which an individual or a couple (known as "testator") identifies their wishes regarding the distribution of their assets after death. A will can typically be broken down into four main parts.
1. Executors - Most wills begin by naming an executor. Executors are responsible for carrying out the wishes outlined in a will. This involves assessing the value of the estate, gathering the assets, paying inheritance tax and other debts (if necessary), and distributing assets among beneficiaries. It's recommended that you name at least two executors, in case your first choice is unable to fulfill the obligation.