Lincoln
Proudly Serving Nebraska Families and Businesses
Lincoln
6940 "O" Street
Suite 300
Lincoln, NE 68510


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Your Lincoln Team
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Jeff Johnson
CFP®
Wealth Advisor
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Dale Roehrs
CFP®
Wealth Advisor
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Alan Johnson
Wealth Advisor
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Andrew Waite
CFP®
Wealth Advisor
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Shannon Linder
CFP®
Wealth Advisor
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Lindsay Kobus
Associate Wealth Advisor
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Ben Thiele
CFP®
Associate Wealth Advisor
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Eric Johnson
FPQP
Advisory Team Associate
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Patti Zechmann
Receptionist
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Patty Zeleski
Receptionist
Enjoy some of our latest resources
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June 05, 2023
Levers and Landmines of Annuity Products
Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?
Read the article -
May 18, 2023
Pre-Tax or Roth? Your 401(k) Options Explained
Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).
Read the article -
May 08, 2023
Private Equity and the Fear of Missing Out
Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.
Read the article