Carmel, IN Congressional Blvd. Office

Brittany Vollmar is a financial advisor with Lincoln Investment in Carmel, Indiana, holding a Series 66 designation and 19 years of industry experience. She has worked at Lincoln Investment since 2017, following five years with OneAmerica Securities and American United Life. In addition to her advisory role, Vollmar serves as a client relationship consultant and insurance agent with Shepherd Financial, focusing on retirement plan consulting and individual wealth management. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services through both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets.

Nicholas Wylam is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment Planning LLC and Shepherd Financial since 2015. At Shepherd Financial, he serves as Director of Innovation & Client Experience, focusing on retirement plan consulting and individual wealth management. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular emphasis on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning and advisory services, employing both strategic and dynamic investment approaches managed by its Investment Management & Research team.

David Bauer is a financial advisor at Lincoln Investment with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2015. In addition to his advisory role, he serves as Director of Investment Management at Shepherd Financial, focusing on investment research and retirement plan advisory services. 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, ERISA retirement plan advice, and various managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

David Jacocks is a financial advisor at Lincoln Investment with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2023. Prior to that, he spent 17 years at American Funds Distributors, Inc. and American Funds. Outside of his primary role, he provides retirement plan consulting and individual wealth management through Shepherd Financial, LLC in Carmel, Indiana. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, model portfolios, and both discretionary and non-discretionary investment programs, managing a mix of in-house and third-party strategies overseen by an investment management and research team.

Joe Miller is a financial advisor with Lincoln Investment in Carmel, Indiana, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has worked at Lincoln Investment since 2020 and previously held roles at Principal Financial Services, Principal Life Insurance Company, and Paychex. Outside of his primary role, he provides retirement plan consulting through Shepherd Financial, LLC. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of managed portfolio programs, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Bradley Wells is a financial advisor with Lincoln Investment in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, Oneamerica Securities, and American United Life. He also serves as a client relationship consultant and insurance agent with Shepherd Financial, providing retirement plan consulting and wealth management services. 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 a range of financial planning, retirement plan advice, and portfolio management services, utilizing both strategic and dynamic investment approaches.

George Lauck Jr. is a CFP®-designated financial advisor with 41 years of industry experience. He has worked at Lincoln Investment since 2020, following an 11-year tenure at LPL Financial and Charter Advisory Corporation. In addition to his role at Lincoln Investment, he is a Senior Wealth Advisor involved in retirement plan consulting and individual wealth management through Shepherd Financial, LLC. 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 employs a mix of in-house and third-party strategies overseen by an Investment Management & Research team, offering both discretionary and non-discretionary programs.