Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
J. Todd Anderson CFP
Private Wealth Advisor
Todd Anderson is a Private Wealth Advisor affiliated with Lincoln Financial Advisors Corp., a full-service wealth management organization dedicated to assisting successful business owners, executives, professionals, and retirees in...
Brett E. Jenson ChFC, CFP
Private Wealth Advisor
Brandon Nelson, CFP
Private Wealth Advisor
Jordan Andrew
Private Wealth Advisor
Dylan Shepherd, CFP
Private Wealth Advisor
Kevin Morton, CFP
Private Wealth Advisor
Phillip McStotts
Private Wealth Advisor