Sugar Land, TX Sugar Creek Center Blvd. Office

Melissa Hoffman is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 licenses and 8 years of industry experience. She has worked at Lincoln Investment since 2017 and previously was employed by the City of Sugar Land for 14 years. Outside of her advisory role, Hoffman coaches for the Fort Bend Master Swimming club and serves on the Board of Directors for the Fort Bend Chamber of Commerce. She also volunteers as a committee member and captain for the Houston Marathon. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a notable focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, managing a blend of in-house and third-party investment strategies using both strategic and tactical approaches.

Jana Albus is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2006. 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 variety of advisor-managed and firm-managed investment programs, utilizing a combination of strategic and dynamic approaches overseen by an Investment Management & Research team.

Mark Countryman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Based in Sugar Land, TX, Mark holds Series 63 and Series 65 licenses. 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 advisor- and firm-managed investment programs that utilize both strategic and dynamic approaches.

Adrian Gonzalez is a financial advisor with Lincoln Investment in Sugar Land, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Lincoln Investment, Adrian worked with organizations including Operation HOPE and AltruVista. 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 advisory programs supported by a combination of in-house and third-party investment strategies.

Caitlin Little is a financial advisor at Lincoln Investment with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Analysts, Dearborn & Creggs, and CBS News. 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 variety of advisory programs utilizing both strategic and dynamic investment approaches.

Stewart Jacobson is a CFP® professional with 41 years of experience, currently affiliated with Lincoln Investment in Sugar Land, TX. He has held positions at First Colony Municipal Utility District and PMP Research and manages Dearborn & Creggs Insurance Agency, Inc. He serves on the Sugar Land City Council and is a board member of the ARC of Fort Bend County, a nonprofit supporting individuals with intellectual and developmental disabilities. 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 utilizing both strategic and dynamic investment approaches.

Jesse Carrillo is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Lincoln Investment since 2016 and also has experience with Dearborn & Creggs dating back to 2015. Outside of his advisory role, Carrillo co-founded Rooted Life, an education consulting firm where he serves as a speaker and facilitator on topics related to his previous career in 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 offers financial planning, retirement plan advice, and model portfolios while employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Jeffery Farris is a CFP®-designated financial advisor with Lincoln Investment in Sugar Land, TX, bringing 29 years of industry experience. He has served at Lincoln Investment Planning, Inc. since 2005 and has been affiliated with Peb Financial Group, Inc. since 1996. 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 employs a range of investment strategies overseen by an Investment Management & Research team and manages both discretionary and non-discretionary programs.

Shawn Grimm is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked with Fidelity Brokerage Services since 2007. In addition to his advisory role, Grimm serves as a Branch Administrator at Dearborn & Creggs, providing financial planning 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 advisory programs and employs both strategic and tactical investment approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.