100 Northfield Drive, Suite 200
Windsor, CT 06095
ph: 860-298-1800
fax: 860-298-1812
Timothy O’Shea
Divisional VP
Robert DiPadua
Regional Director
Mary Young
Director of Financial Advisory Services
Michelle Jones
Business Operations Manager
Karen Mazukina
Business Operations Manager
Michelle Perillo
Relationship Management Director
Brian Clark
Director of Supervision
Christina Tran
Office Administrator
Laura J. Sykes
Regional FASTeam Field Training Consultant
Windsor, Connecticut OfficeMary Young
Director of Financial Advisory Services
Robert DiPadua
Regional Director
Michelle Jones
Business Operations Manager
Brian Clark
Director of Supervision
Michelle Perillo
Relationship Management Director
Christina Tran
Office Administrator
Laura J. Sykes
Regional FASTeam Field Training Consultant
Susan C. Barnes, CIC
Financial Planner
D. Weston Boyd, MBA, CFP®
Financial Planner
Erik Lillibridge
Private Wealth Advisor
Russell G. Lowry, CFP®, CRPC®, CIC, CWM™
Wealth Planning Advisor
James P. Martin, CFP®, CRPC®, MBA
Private Wealth Advisor
Mary C. Mattke, CLU, CRPC®
Private Wealth Advisor
William Matzinger, CFP®
Private Wealth Advisor
Brian Noe, ChFC®, CLU®
Private Wealth Advisor
Gary W. Paul, CRPC®
Private Wealth Advisor
Gary P. Salva, CIC
Financial Planner
Arthur P. Scolari
Financial Planner
Peter B. Wakeman, CLU, ChFC
Registered Representative
Lei Wang, CFP®, MBA, CFS, CRPC®
Private Wealth Advisor
Boston, Massachusetts OfficeKaren Mazukina
Business Operations Manager
Faith Arter
Private Wealth Advisor
Eric Bertz
Private Wealth Advisor
Jeffrey DeWald
Private Wealth Advisor
Jack Friel
Wealth Preservation Specialist
Peter Raskin
Financial Planner
Gerard Verbeek
Wealth Preservation Specialist
Nathan Bilotta, CRPC®
Financial Planner
Ronald Maxfield, CLU
Investment Advisor Representative
Beverly Amon, FSA, CFA
Private Wealth Advisor
Christopher Amon, FSA, CFP®, ChFC®, CRPC®
Private Wealth Advisor
Rylee Clarkin
Operations Assistant
Ben Emory
Director of Financial Planning Services
Daria Fuller
Director of Client Technology
Ashley Moriarty
Director of Operations
H. John Parunak, MBA, CFP®, CRPC®
Wealth Planning Advisor
Philip Melanson
Financial Advisor
Thomas M. Burke
Financial Advisor
James P. Roche, CFP®, CRPC®, MBA
Wealth Planning Advisor
Jeffrey C. Davis
Investment Advisor Representative
Securities: Arizona, Connecticut, Florida, Illinois, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Vermont
This material is for general use with the public and is designed for informational or educational purposes only. It is not intended as investment advice and is not a recommendation for retirement savings. Lincoln Financial Advisors does not offer legal or tax advice.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
