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Adam Pearce, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(877) 469-7377

(877) 469-7377

adam@retirement-professionals.com

My life story shaped who I am as an Advisor. These are my experiences...

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Clifford T. Hudson

Financial Advisor

(877) 469-7377 ext 810

(877) 469-7377

chudson@lincolninvestment.com

Clifford Hudson takes great pride in listening to his clients and helping them achieve their individual goals, whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several...

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Darr Allen

Associate

(877) 469-7377

Reach Darr at 877.469.7377 ext. 812
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David Davodi

Investment Adviser Representative

480.570.0991

David@CornerstoneofAz.com

Ira Tweed

Financial Advisor

(760) 476-1790

itweed@lincolninvestment.com

2717 Obelisco CtCarlsbad, CA 92009

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Jake Marty, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

3304189629

jmarty@lincolninvestment.com

Jeffrey Wilhelms

Investment Adviser Representative

(877) 469-7377

(877) 469-7377

jwilhelms@LincolnInvestment.com

Jeffrey takes great pride in listening to his clients and helping them achieve their individual goals, whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such...

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Michael Renner

Investment Adviser Representative

(877) 469-7377

(877) 469-7377

mrenner@lincolninvestment.com

Michael Renner started in the insurance business in 1985 and shortly there after got his securities license. He spent the largest portion of his career serving the airline industry, education field, and non-profit organizations....

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Nicole Meehan

Senior Registered Associate, Client Services

(877) 469-7377

(877) 469-7377

nicolemeehan@legendequities.com

Reach Nicole at 877.469.7377 ext. 801
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Peggie Pellham

Financial Advisor

8774697377

ppellham@lincolninvestment.com

I grew up in Eugene, OR loving the outdoors. I moved to Austin to further my tech career, became burned out after about 15 years and was ready for something new. I was inspired to become a financial advisor because of the relationship...

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Robert Cates

CA Insurance Lic #0799839

Financial Advisor

(877) 469-7377

(877) 469-7377

rcates@lincolninvestment.com

Robert Cates earned his Masters Degree in Education from Azusa Pacific University. He currently holds series 7 and 63 licenses and specializes in portfolio management and retirement counseling. Robert enjoys playing a central role in...

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Robert Horstman, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(703) 405-0874

877-469-7377

robert.horstman@retirement-professionals.com

I can help you create a personalizedfinancial plan to help you reach yourshort- and long-term financial goals.We will discuss your current financialsituation and your financial goals,and together design a plancustomized to your needs....

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