Broker Check

Affiliated Partners

Jon Lee, CFP®, ChFC®

Sr Consultant of Planning

Area of expertise: Comprehensive Financial Planning, Estate Planning , Business Succession

Education: University of California, Davis, Bachelor’s in Physiology and Psychology

Aaron Huntoon, MBA, CRPC®, CBEC®

Sr Consultant of Planning

Area of expertise: Charitable Planning, Financial Planning for High Net-Worth Clients

Education: Regis University, Master’s in Business Administration

Daniel Carlson, JD*

Sr Consultant of Planning

Area of expertise: Estate Planning, Tax Planning

Education: Suffolk University Law School, Juris Doctor
*Licensed but not practicing on behalf of Lincoln Financial Advisors

Loren Peters, AWMA®, APMA®

Financial Planner

Area of Expertise: Portfolio Management, Comprehensive Financial Planning

Education: University of California, Los Angeles in Economics

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