About
We simplify the complex details
of managing your wealth.
We are local financial advisors providing unbiased, transparent advice to our clients for over 50 years.
Many of our advisors have decades of experience and knowledge behind them. Our history in the investment industry provides our clients with access to valuable experience. Having a financial advisor means that you have help from someone concerned with your specific goals and who can assist in drafting a plan that is suited to your needs.
MEET OUR LOCAL TEAM
Independent Advisors

Daniel Dovan, CRC®
Financial Advisor, Certified Retirement Counselor®

Howard Aspacher, CFP®
Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Professional
haspacher@lincolninvestment.com

Ed Bouwmeester, CRC®
Financial Advisor, Certified Retirement Counselor®
ebouwmeester@lincolninvestment.com

Lee Kern, AIF®, CRC®
Financial Advisor, Accredited Investment Fiduciary®, Certified Retirement Counselor®

Marty Lazzaro, CRC®
Financial Advisor, Certified Retirement Counselor®
mlazzaro@lincolninvestment.com

Michael Kramer, Accutax
