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

801-998-4100

jtodd.anderson@lfg.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...

Sarah Billingsley

Executive Assistant to Todd Anderson

801-998-4261

sarah.billingsley@lfg.com

Brett E. Jenson ChFC, CFP

Private Wealth Advisor

801-998-4100

brett.jenson@lfg.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,...

Antoinette Cross

Executive Assistant to Brett Jenson

801-930-6467

antoinette.cross@lfg.com

Brandon Nelson, CFP

Private Wealth Advisor

801-998-4100

brandon.nelson@lfg.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...

Janelle Johnson

Practice Manager to Brandon Nelson

801-930-6452

janelle.johnson@lfg.com

Chrysta Gregson

Administrative Assistant for Brandon Nelson

801-930-6453

801-998-4101

chrysta.gregson@lfg.com

Jordan Andrew

Private Wealth Advisor

801-998-4100

jordan.andrew@lfg.com

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...

Teresa Luker

Executive Assistant to Jordan Andrew

801-930-6461

teresa.luker@lfg.com

Dylan Shepherd, CFP

Private Wealth Advisor

801-998-4100

dylan.shepherd@lfg.com

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...

Kevin Morton, CFP

Private Wealth Advisor

801-998-4100

kevin.morton@lfg.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,...

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...

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