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
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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March 13, 2023
The Right Time to Buy? How to Factor in Higher Mortgage Rates
Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.
Read the article -
February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
Read the article -
February 13, 2023
Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?
Read the article