Our Team

About Us

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

ARIZONA

Adam Pearce, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(877) 469-7377

adam@retirement-professionals.com

Michael Renner

Investment Adviser Representative

(877) 469-7377

mrenner@lincolninvestment.com

Jeffrey Wilhelms

Investment Adviser Representative

(877) 469-7377

jwilhelms@LincolnInvestment.com

Robert Horstman

CERTIFIED FINANCIAL PLANNER™ Professional

(703) 405-0874

877-469-7377

robert.horstman@retirement-professionals.com

Nicole Meehan

Senior Registered Associate, Client Services

(877) 469-7377

nicolemeehan@legendequities.com

Clifford T. Hudson

Financial Advisor

(877) 469-7377 ext 810

(877) 469-7377

chudson@lincolninvestment.com

Charles Madison

Senior Financial Advisor

cmadison@lincolninvestment.com

David Davodi

Investment Adviser Representative

480.570.0991

David@CornerstoneofAz.com

Darr Allen

Associate

(877) 469-7377

Jake Marty

Financial Advisor

3304189629

jmarty@lincolninvestment.com

Virginia

Robert Horstman

CERTIFIED FINANCIAL PLANNER™ Professional

(703) 405-0874

877-469-7377

robert.horstman@retirement-professionals.com

Jake Marty

Financial Advisor

3304189629

jmarty@lincolninvestment.com

California & Tennessee

Robert Cates
CA Insurance Lic #0799839

Financial Advisor

(877) 469-7377

rcates@lincolninvestment.com

NEVADA

Adam Pearce, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(877) 469-7377

adam@retirement-professionals.com