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