Meet Our Support Staff
At Lincoln Financial Advisors, we believe that a team-based approach can yield better results for every client. Our team is comprised of a wide range of experienced professionals that make it possible for our advisors to provide the in-depth financial plans and services that we offer. When you work with one of our advisors, you’re really working with a team of dozens of professionals that are supporting you in your efforts to reach your financial goals.
Our support staff handles the everyday tasks that keep your financial plan moving forward, from scheduling your meetings with your advisor, to organizing your paperwork, making investment purchases (if properly registered), supporting the financial planning process, and more. When you work with Lincoln Financial Advisors, you get more than one financial planner—you get an entire team of professionals that’s dedicated to helping you succeed.
Client Relationship Specialist
Practice Manager for Dennis Williams
Practice Manager for Peter Falk
Planner Assistant to Zackery Bertrand
Marketing Assistant for Art Parry
Investment Support Specialist
Planner Assistant for Peter Falk