Alan Gort is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked at Legend Equities Corporation for nine years before joining Lincoln Investment in 2017. Outside of his advisory role, he is involved in tax preparation and financial planning services and owns a beach house rental property in Port Aransas, Texas. Lincoln Investment is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm’s investment approach includes advisor-led consulting, model portfolios managed by an in-house Investment Management & Research team, and the use of third-party managers and platforms tailored to client objectives.

Victoria Gort is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Lincoln Investment since 2017 and previously spent nine years at Legend Equities Corporation. In addition to her advisory role, Gort operates Executive Tax & Financial Services, where she provides tax preparation, long-term tax planning, and estate planning advisory services. She also holds an insurance agent license and manages a beach house rental business. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.