Our Team
How We Work
Lincoln Financial Advisors Agribusiness Services is a select group of estate and succession planning specialists who possess advanced technical skills coupled with passionate commitment to the Ag market.
Arthur S. Littlefield
Farm Succession and Estate Planning Strategy Specialist
630.369.3360
About Art,Passionately committed to working with farmers, land and agribusiness owners and their families to address succession, asset protection, and tax minimization concernsA client-centric, holistic, and customized approach is used...
Arthur Zeidman, ChFC, CASL
Estate and Succession Planning Strategy Specialist
About AM ZeidmanAM’s success working with business owners can be attributed to his skills and experience developed through his solid academic and business background.AM is a frequently requested speaker by law firms and trade...
Cathey Paine
Estate and Succession Planning Strategy Specialist
Cathey Paine is passionately committed to working with Agribusiness owners and their families throughout California. Her goal is to establish a lasting relationship with these clients and provide them with a sense of security for their...
Charles C. Dierks II
Estate and Succession Planning Strategy Specialist
913.323.3250
About Chuck...Chuck Dierks is a proud third generation farmer from Kansas who has broad experience in farming operations and equipment distribution. His farming experience is at the core of his passion for working with Agribusiness...
Christa Coates, LUTCF®
Estate and Succession Planning Strategy Specialist
845.765.0446
"I provide financial planning services using solutions designed to fit clients’ needs to help them save and invest for their future and pass on their legacy to family and/or to charity."Christa has close ties to the farming...
Dennis F. Henks
Estate and Succession Planning Strategy Specialist
About Dennis...Grew up on a diversified family farm in West Central Missouri near Carrollton where his family is still actively involved in production agriculture15 years of agribusiness financial and operational managementProfessional...
Jacqueline N. Davie
Estate and Succession Planning Strategy Specialist
713.552.7999
At the core of Jacqui Davie’s business practice is a passionate commitment to serving ranchers and Agribusiness owners throughout Texas, Oklahoma and Louisiana. She employs a client-centric approach to addressing the estate and...
Jeffrey S. DeWald, CLU, ChFC, CBEC
Agribusiness Succession Advisor
Jeff has spent the past 35 years working with successful farmers, growers and owners of Mid-Market businesses, advising them on business succession, retirement planning, estate planning and wealth management.A 1976 graduate of...
Jeffrey Nelson, CFP, ChFC
Estate and Succession Planning Strategy Specialist
About Jeff...Jeff Nelson is passionately committed to working with Agribusiness owners and their families throughout the Midwest. Jeff comes from a family of farmers, beginning with his grandparents who owned a farm in Nebraska....
Mark Sherin, CFP, CLU, CBEC
Estate and Succession Planning Strategy Specialist
Mark is a partner of WCP Private Wealth Advisors. He entered the financial services industry in 1989 and joined WCP, Sagemark Consulting and Lincoln Financial Advisors in 2001. Focusing on business owners and other high net worth...
Martin S. Johnson
Estate and Succession Planning Strategy Specialist
925.787.4946
About Martin...Martin brings over 20 year of experience in educating farm families and business owners about unique and innovative strategies to cultivate, protect and preserve their legacy.By reviewing and coordinating work clients...
Megan Spain, CFP®
Estate and Succession Planning Strategy Specialist
Since Megan was a little girl her dream was to have a ranch one day. Horses and a love for the outdoors are in her blood. Her dreams and farm experience have fueled her passion for helping agribusiness owners and multi-generational...
Michael Lopata, CPA*
Estate and Succession Planning Strategy Specialist
About Mike...My focus on Agribusiness Services is a result of the following:My interest in helping family farmers and the impact they have on the community.Planning for business succession to have a successful transfer to the next...
Michael A. Cohen
Estate and Succession Planning Strategy Specialist
About Mike...Mike Cohen is passionately committed to working with Agribusiness owners, their active and in-active family members throughout the Rocky Mountain Region and neighboring states. He enjoys a 30-year record in helping clients...
Mike & Gwyn McCormack
Estate and Succession Planning Strategy Specialist
About Mike and Gwyn...Over 30 years of experience serving agricultural businesses owners and multi-generational farming operations.We support successful business owners, and their families who have dedicated their lives to their...
Nelson Brittain, MBA
Estate and Succession Planning Strategy Specialist
B.S. Degree in Forestry, University of Tennessee, 1996Focus on Agribusiness Services—work primarily with rural farm and forest landowners.Importance of estate and succession planning—we need to pass on to the next...
Paul Meyer, CEPA, CBEC, CRPC
Estate and Succession Planning Strategy Specialistt
Paul Meyer entered the financial services industry in 2005. He affiliated with Lincoln Financial Advisors after transitioning from a successful 15-year career in the utility construction industry, where Paul was part of family...
Robert "Logan" Waters
Estate and Succession Planning Strategy Specialist
Logan Waters is a Certified Business Exit Consultant® and Principal of Waters Wealth Consultants. He is also an investment advisor representative of Lincoln Financial Advisors Corp. Logan’s practice is concentrated on...
Ryan Baker
Estate and Succession Strategy Planning Specialist
My grandfather had a saying, “Make the main thing the main thing.” In most farming, ranching and dairy operations the main thing is production. There are a handful of reasons why this is the case, but the main one is to...
Scott Teich
Estate and Succession Planning Strategy Specialist
Scott is passionately committed to serving agricultural business owners and multi-generational farming operations. Throughout his 20+ year career, Scott has been listening to what his clients want and what they say. This allows him to...
Timothy Veazey
Estate and Succession Planning Strategy Specialist
Tim Veazey grew up on a dairy farm in western New York. He spent the first 10 years of his career as an agricultural lender, and after that, has been a financial planner focused on agribusiness clients for over 20 years. This...
William Crozier, CLTC
Estate and Succession Planning Strategy Specialist
This year marks 30 years of being a financial advisor. I graduated from Cuyahoga Heights High School and earned my Bachelor’s in Finance and Communications from Baldwin Wallace University.Most of my clients are: 1. Retirees who...
Nelson Brittain, MBA
Estate and Succession Planning Strategy Specialist
Michael A. Cohen
Estate and Succession Planning Strategy Specialist
William Crozier, CLTC
Estate and Succession Planning Strategy Specialist
Dennis F. Henks
Estate and Succession Planning Strategy Specialist
Michael Lopata, CPA*
Estate and Succession Planning Strategy Specialist
Mike & Gwyn McCormack
Estate and Succession Planning Strategy Specialist
Arthur Zeidman, ChFC, CASL
Estate and Succession Planning Strategy Specialist
Jeffrey Nelson, CFP, ChFC
Estate and Succession Planning Strategy Specialist
Mark Sherin, CFP, CLU, CBEC
Estate and Succession Planning Strategy Specialist
Megan Spain, CFP®
Estate and Succession Planning Strategy Specialist
Paul Meyer, CEPA, CBEC, CRPC
Estate and Succession Planning Strategy Specialistt
Robert "Logan" Waters
Estate and Succession Planning Strategy Specialist
Timothy Veazey
Estate and Succession Planning Strategy Specialist