Farmington Hills, MI Office

Team
Updated today

Client AUM

$21,723,445,661

Clients

138,132

Advisors

16

Of 333 advisors across 305 offices

Location

29905 Middlebelt Rd

Farmington Hills MI 48334

Advisors at this office

16

Advisors at this office

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Madison H

Series 66

Farmington Hills, MI

Lincoln Investment

Madison Hammel is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding a Series 66 designation and 10 years of industry experience. She is a partner at Consolidated Financial Corporation, where she is involved in insurance and fixed annuity sales and service. Additionally, she owns Portfolio Projector LLC, a real estate planning business focused on evaluating real estate portfolios. Lincoln Investment serves individual and institutional clients, including high-net-worth individuals 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 model portfolio services, utilizing both strategic and tactical investment approaches.

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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Jeremy K

CFP®, Series 66

Farmington Hills, MI

Lincoln Investment

Jeremy Kaplan is a CFP® professional affiliated with Lincoln Investment, with two years of industry experience. He previously worked as a consultant with Goldbelly, advising on product-focused projects related to the ecommerce marketplace. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and participants in 403(b) and 457(b) plans. The firm offers a range of financial planning and retirement plan advisory services, employing both strategic and dynamic investment approaches managed by its 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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Jeffrey K

CFP®, Series 63, Series 65

Farmington Hills, MI

Lincoln Investment

Jeffrey Kaplan is a CFP®-credentialed financial advisor with Lincoln Investment, based in Farmington Hills, MI, bringing 25 years of industry experience. He has been with Lincoln Investment since 2012 and also manages KKA Financial Services, LLC, a financial services business he established. Kaplan is a licensed insurance agent providing life, health, long-term care, and disability insurance, and serves as a trustee in various legal and accounting matters. Additionally, he manages an estate planning LLC that interacts with family members regarding asset transfers. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) plan participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches supported by an 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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Andrew H

Series 63, Series 65

Farmington Hills, MI

Lincoln Investment

Andrew Harr is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2010. Harr also serves as a trainer for newly appointed insurance agents at Consolidated Financial, focusing on the 403(b) market, suitability, and product knowledge. 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, and a range of investment programs utilizing both in-house and third-party strategies overseen by an 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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David S

Series 63, Series 66

Farmington Hills, MI

Lincoln Investment

David Sawchuk is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Lincoln Investment since 2010 and is also affiliated with Great American Advisors, Inc. Additionally, he serves as a member of the Taymouth Township Zoning Board of Appeals. 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, retirement plan advice, and a range of advisory programs that incorporate both strategic and tactical investment approaches.

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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Jonathan S

Series 66

Farmington Hills, MI

Lincoln Investment

Jonathan Sawchuk is a financial advisor at Lincoln Investment with five years of industry experience. He holds a Series 66 designation and has worked previously at Endless Possibilities and Renaissance Charter School at Crown Point. Outside of advisory work, he is the organizer and sole proprietor of Sawchuk Solutions, LLC, a holding company used for tax and accounting purposes. 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 a range of managed portfolio programs supported by an Investment Management & Research team that employs both strategic and tactical approaches.

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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Bryon N

Series 66

Farmington Hills, MI

Lincoln Investment

Bryon Niemczak is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. His work history includes positions at Capital Analysts and Livingston International. In addition to his advisory role, he is a fixed insurance agent with Consolidated Financial Corporation. 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 and retirement plan advice, managing portfolios through a combination of strategic and tactical investment approaches overseen by its 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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Thomas M

Series 63, Series 65

Farmington Hills, MI

Lincoln Investment

Thomas Maxey is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He is also owner and president of Consolidated Financial Corp. and engages in entrepreneurial activities including founding CD Busters, a web-based platform targeting fixed annuity sales to certificate of deposit holders. Maxey has additional interests in cattle ownership and real estate ventures through various LLCs. 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, and both advisor- and firm-managed investment programs, employing a mix of strategic and dynamic investment models.

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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Ryan S

Series 66

Farmington Hills, MI

Lincoln Investment

Ryan Smith is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has been with Lincoln Investment since 2022. In addition to his advisory role, he volunteers as a U14 boys soccer coach. 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 and retirement plan advice through a mix of in-house and third-party investment strategies overseen by an 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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Robert R

Series 66

Farmington Hills, MI

Lincoln Investment

Robert Roux is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Roux is based in Farmington Hills, MI. 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, and a range of advisory programs, employing both strategic and tactical investment approaches overseen by an 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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Timothy N

Series 63, Series 66

Farmington Hills, MI

Lincoln Investment

Timothy Narva is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and totaling 28 years in the industry. He has been with Lincoln Investment Planning since 2013. Narva also serves as an insurance representative, managing residual income and servicing fixed insurance accounts. 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 a range of financial planning and investment management services utilizing both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

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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Gary N

Series 63, Series 65

Farmington Hills, MI

Lincoln Investment

Gary Niemczak is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has worked at Lincoln Investment since 2010 and has a long history in the financial services sector, including roles at Great American Advisors, Jefferson Pilot Securities Corporation, and as a self-employed advisor. Additionally, he acts as an insurance agent providing fixed annuities and life insurance through Consolidated Financial Corp. 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 a range of financial planning and investment management services, using both strategic and tactical investment approaches across discretionary and non-discretionary programs.

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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Brian H

Series 63, Series 65, Series 66

Farmington Hills, MI

Lincoln Investment

Brian Hamlin is a financial advisor at Lincoln Investment with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Lincoln Investment Planning since 2014. Outside of his advisory role, Hamlin is involved as an insurance agent and owns a business focused on life insurance and fixed annuity sales. 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 a range of financial planning and advisory services, utilizing both strategic and tactical investment approaches supported 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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Eric G

Series 66

Farmington Hills, MI

Lincoln Investment

Eric Giosa is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding a Series 66 designation and 11 years of industry experience. He has worked with Consolidated Financial and Lincoln Investment Planning LLC since 2016. Outside of his advisory role, Giosa coaches ice hockey at Detroit Catholic Central High School. 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 and investment management services, utilizing a combination of in-house and third-party strategies overseen by an 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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Thomas B

Series 63, Series 66

Farmington Hills, MI

Lincoln Investment

Thomas Baker is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Lincoln Investment since 2010 and concurrently works with Great American Advisors, Inc. since 2002. In addition to his advisory roles, he operates an independent insurance agency specializing in property, casualty, life insurance, and fixed annuities. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a mix of advisor-managed and firm-managed investment strategies, financial planning, and retirement plan advice, supported by an Investment Management & Research team employing both strategic and tactical approaches.

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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