Our Team

About Us

We are a group of smart and friendly financial advisors who are dedicated to helping you improve your financial well-being. We look forward to meeting you!

Lincoln Investment

Pablo Oliva, AIF^®

Financial Advisor

(602) 960-0362

Pablo@retirement-professionals.com

Jeffrey Wilhelms

Investment Adviser Representative

(480) 681-7600

jwilhelms@LincolnInvestment.com

Michael Renner

Investment Adviser Representative

(480) 226-2659

mrenner@lincolninvestment.com

Michael Wallace

Investment Adviser Representative

(480) 935-8955

mwallace@lincolninvestment.com

Robert Cates
CA Insurance Lic #0799839

Financial Advisor

(909) 455-8777

rcates@lincolninvestment.com

Clifford T. Hudson

Financial Advisor

(480) 535-3922

chudson@lincolninvestment.com

Ira Tweed

Financial Advisor

(760) 476-1790

itweed@lincolninvestment.com

Jon Floe

Financial Advisor

(602) 283.5272

(480) 939-5969

Jon@retirement-professionals.com

Innovative Financial Planning

Adam Pearce, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(877) 469-7377

adam@retirement-professionals.com

Robert Horstman, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(703) 405-0874

robert.horstman@retirement-professionals.com

Jake Marty, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(480) 939-5584

(330) 418-9629

jmarty@lincolninvestment.com

Nicole Meehan

Senior Registered Associate, Client Services

(480) 524-1195

nicole@retirement-professionals.com

David Davodi

Investment Adviser Representative

(480) 570-0991

David@CornerstoneofAz.com

Lynda Priddy

Client Service Associate

Lynda@retirement-professionals.com

Nicole Bush

Client Service Associate

(602) 609-4311

Nicole.Bush@ifpguidance.com