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Cynthia K

Series 66

Verona, WI

Lincoln Investment

Cynthia Kellor is a financial professional with Lincoln Investment, holding a Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment, she worked at Capital Analysts and spent six years with Crazy Lenny's Ebikes. She also serves as secretary on the board of the Hidden Oaks Home Owners Association. Lincoln Investment serves individuals, charitable organizations, businesses, and various retirement plan participants, with a focus on educators and 403(b)/457(b) clients. The firm offers a range of financial planning and advisory services, employing both strategic and tactical investment approaches through a mix of in-house and third-party strategies.

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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Joel C

CFP®, Series 63

Verona, WI

Lincoln Investment

Joel Craven is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Lincoln Investment, where he has worked since 2022. Prior to this, he held positions at Horace Mann Insurance and Horace Mann Investors, Inc. Craven is also the owner of a staffing company and serves as treasurer and board member for the Mt Horeb Schools Board of Education. 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 provides a range of financial planning and investment services, employing both strategic and tactical approaches managed by an in-house Investment Management & Research team.

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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