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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January 17, 2023
2022’s Investment Lessons
While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.
Read the article -
January 17, 2023
Economic Views: Inflation May Have Peaked as New Year Begins
As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.
Read the article -
January 17, 2023
2023 Planning Considerations and Strategies for Individual Taxpayers
Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.
Read the article