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Timothy M

Series 66

Downers Grove, IL

Lincoln Investment

Timothy Mc Govern is a financial advisor at Lincoln Investment with five years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2021. His prior experience includes roles at J. McGovern & Associates, Hiscox, and Inmagine/123RF. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed investment programs, utilizing a mix of strategic and tactical investment approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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James M

CFP®, Series 63

Downers Grove, IL

Lincoln Investment

James Mcgovern is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2012. Prior to joining Lincoln, he spent 14 years with Cincinnati Analysts, Inc. He is also the owner of J. McGovern and Associates, a fixed insurance sales business. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, and businesses, with a focus on educators and participants in 403(b) and 457(b) plans. The firm employs a mix of strategic and tactical investment approaches supported by an in-house Investment Management & Research team and offers both discretionary and non-discretionary advisory programs.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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