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Our Team

Our Team

David Shepherd

David Shepherd

Partner

Andrew C. Denny

Andrew C. Denny

Partner

Tom Mayer

Tom Mayer

Partner

Steve Wylam

Steve Wylam

Partner

Ron D'Onofrio

Ron D'Onofrio

Partner

Jeff Kweder

Jeff Kweder

Partner

Kelly Shepherd Purmort

Kelly Shepherd Purmort

Partner

Quinn Shepherd

Quinn Shepherd

Partner

David Bauer

David Bauer

Director - Investment Management

Leah Hill

Leah Hill

Director - Retirement Plan Services

Holly Willman

Holly Willman

Director – Creative & Strategic Operations

Jeff Sharp

Jeff Sharp

Financial Consultant

Brittany Vollmar

Brittany Vollmar

Client Relationship Consultant - Retirement Plans

Amy Rice

Amy Rice

Client Relationship Consultant - Retirement Plans

Nick Wylam

Nick Wylam

Retirement Solutions Consultant

Miranda Gehrke

Miranda Gehrke

Client Service Administrator

Valerie DiMaio

Valerie Scott

Client Service Coordinator

Barbara Bryant

Barbara Bryant

HR Director

Steve Sweitzer

Steve Sweitzer

Chief Financial Officer

Gail Hampton

Gail Hampton

Administrative Assistant

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Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC.
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This site has been prepared solely for information purposes and is not intended to be a solicitation, offer, or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts, and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
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