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Paul S

CFP®, Series 66

Marquette, MI

Lincoln Investment

Paul Storm is a CFP® professional with 14 years of industry experience, currently advising clients at Lincoln Investment. He has worked previously at Agia, Valic Financial Advisors, and River Valley Bank & Investments. Outside of his advisory role, he serves as chairman of his local church board and manages family-owned commercial and residential properties through LLCs. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services supported by an in-house investment research team and a broad network of advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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Craig S

Series 63, Series 65

Marquette, MI

Lincoln Investment

Craig Storm is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Agia and VALIC Financial Advisors. Outside of his advisory role, he is involved in managing commercial rental properties with family members. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management and research team.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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