Lincoln Financial Advisors

CONNECT

Address:

406 Science Dr. Ste 310
Madison, WI 53711

Phone:

(608) 287-3002

Fax/Other:

(608) 287-3045

About Kevin

I grew up in a small town in West-Central Wisconsin.  Ever since I was young I have always loved helping people understand their financial situations and building long-term relationships with them.  This love in my life has led me to a career in financial planning, here at Lincoln Financial Advisors. 

I received my Bachelor of Science degree, in Personal Finance, from the University of Wisconsin-Madison.  Shortly thereafter, after meeting stringent educational and experience requirements, as well as, passing a comprehensive two day exam, I earned the highly respected CERTIFIED FINANCIAL PLANNER™ professional certification, CFP®.  Earning this certification, along with obtaining the Chartered Retirement Planning Counselor designation, CRPC®, has provided me with additional knowledge that has helped me better serve my clients now, and in the years to come.

More recently, I've become an associate lecturer for a course on financial life skills, for life after graduation, at UW-Madison.   

Outside the office I enjoy spending time with my family and friends, especially my wife and our three children.  In the future, I look forward not only to helping you build and review your portfolio, but also in helping you move towards achieving your financial goals.

CRN-1895356-091317