Renton, WA SW 16th Street Office

Alfredo Manzanarez is a financial advisor with Lincoln Investment, holding a Series 66 designation and 18 years of industry experience. He has worked at Lincoln Investment Planning since 2014 and previously held positions at Ameriprise, Lincoln Investment, Shelgren Financial Group, and MM Ascend Life Investor Services. Outside of advising, he is involved in early childhood music education as a part owner of Musically Minded and owns Glacier Consulting, a business consulting service focused on preparing owners for potential sales. Lincoln Investment Planning is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that creates strategic model portfolios and employs third-party managers as needed.

Jose Gueco is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked at Lincoln Investment Planning since 2009 and has been with Shelgren Financial Group since 2004. Gueco serves as an endowment committee member for St. Philomena School, where he reviews the school budget and endowment fund. Lincoln Investment Planning, LLC 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 offers financial planning, portfolio management with model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

Steve Shelgren is a financial advisor with Lincoln Investment in Renton, WA, holding a Series 63 designation and 43 years of industry experience. His prior roles include leading Shelgren Financial Group, Inc. for 25 years and working at WWR for 16 years. Outside of advising, he is a limited partner in SWITFWATER, LLC and LAND WITH WATER LLC, which focus on land ownership and water rights. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history supporting educators and participants in 403(b) and 457(b) programs. The firm offers advisor-led consulting, financial planning, and portfolio management through a combination of in-house strategic models and third-party managers.

Joyce Alsbury is a financial advisor with Lincoln Investment in Renton, WA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked with Lincoln Investment Planning since 2012 and previously spent nine years at Valic Financial Advisors. Alsbury has also been involved in insurance sales since 2014. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through both advisor-managed and firm-managed models, supported by an in-house Investment Management & Research team and third-party managers.

Kelly Shelgren is a Series 66-licensed financial advisor with Lincoln Investment, based in Renton, WA, and has 10 years of industry experience. She has been with Lincoln Investment since 2015 and concurrently operates Shelgren Financial, which she founded in 2010. Outside of advisory work, she serves as a member and registered agent for RSA 405 LLC, a holding entity related to lease management. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a wide range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management supported by an in-house Investment Management & Research team and maintains a strong presence in educator retirement programs.

Rory Cannon is a financial advisor with Lincoln Investment in Renton, WA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, U.S. Bancorp Investments, Charles Schwab, and Morgan Stanley. He also provides financial professional services to Tremper & Roper, a Lincoln-affiliated business. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolio management and employs an in-house investment research team alongside third-party managers to customize client solutions.

Mathew Roper is a financial advisor with Lincoln Investment in Renton, WA, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and previously worked at Shelgren Financial Group, Inc. from 2004 to 2009. Outside of advising, he maintains an ownership interest in an LLC used for tax purposes. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and access to third-party managers.

Lisagrace Alsbury is a financial advisor at Lincoln Investment with nine years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment since 2016. Alsbury also provides occasional payroll tax filing assistance as a self-employed contractor. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management and research team.

Bryan Alsbury is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Lincoln Investment since 2013. Outside of his advisory role, he is a member of RSA 405 LLC, managing office lease and related expenses. Lincoln Investment Planning, LLC is a large enterprise firm that serves a broad client base including individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management with a mix of model portfolios and third-party managers, supported by an in-house Investment Management & Research team.