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 strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe 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 801-998-4100 email@example.com 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... Read more Sarah Billingsley Executive Assistant to Todd Anderson 801-998-4261 firstname.lastname@example.org Brett E. Jenson ChFC, CFP Private Wealth Advisor 801-998-4100 email@example.com Brett Jenson is a Private Wealth Advisor with Sagemark Consulting, a division within Lincoln Financial Advisors Corp., a full-service wealth management firm dedicated to assisting successful business owners, executives, professionals,... Read more Adrienne Johnson Executive Assistant to Brett Jenson 801-930-6467 firstname.lastname@example.org Brandon Nelson, CFP Private Wealth Advisor 801-998-4100 email@example.com Brandon Nelson has earned the Certified Financial Planner™ Professional certification and is a member of Sagemark Consulting Private Wealth Services within Lincoln Financial Advisors. He provides comprehensive fee-based financial... Read more Janelle Johnson Practice Manager to Brandon Nelson 801-930-6452 firstname.lastname@example.org Chrysta Gregson Administrative Assistant for Brandon Nelson 801-930-6453 801-998-4101 email@example.com Jordan Andrew Private Wealth Advisor 801-998-4100 firstname.lastname@example.org Jordan Andrew is a Private Wealth Advisor and member of Sagemark Consulting Private Wealth Services within Lincoln Financial Advisors. He provides comprehensive fee-based financial planning and assists business owners and affluent... Read more Teresa Luker Executive Assistant to Jordan Andrew 801-930-6461 email@example.com Dylan Shepherd, CFP Private Wealth Advisor 801-998-4100 firstname.lastname@example.org Dylan V. Shepherd entered the financial services business in 1999 with Smith Barney and joined Lincoln Financial Advisors in June of 2009. Dylan’s practice is a comprehensive full-service, fee-based wealth management practice... Read more Kevin Morton, CFP Private Wealth Advisor 801-998-4100 email@example.com Kevin has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner certification and has been helping clients succeed for over 15 years. He assists his clients by customizing each client’s financial planning to their specific needs, goals,... Read more Phillip McStotts Private Wealth Advisor 801-998-4100 Phill.McStotts@LFG.com Phill McStotts has earned the CERTIFIED FINANCIAL PLANNER™ professional certification and strives to help his clients develop comprehensive solutions regarding their wealth. Phill wants to help his clients through every stage of... Read more Have a Question? Name Email Address Question Thank you! Oops!