Jeremy Hill is a financial advisor at Lincoln Investment with a Series 66 credential and four years of industry experience. His prior roles include positions at Capital Analysts, Cetera Advisor Networks, and Capital Financial Strategies. Outside of finance, he has experience working at Aldi, Inc. and Westminster College. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history in education-related 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, while employing an in-house Investment Management & Research team that supports both discretionary and non-discretionary advisor-led client relationships.

Allen Sasser Jr. is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Lincoln Investment. His prior roles include positions at Brust Wealth Advisors, Raymond James Financial Services, JL Smith Holistic Wealth Management, Petros Financial Group, Bank of America, Merrill, and Fidelity. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth clients, trusts, charities, and corporate and ERISA retirement plans, with a strong history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and advisor-led consulting supported by an in-house Investment Management & Research team.