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Our Team

How We Work

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 Agribusiness market.

Ryan Baker

Estate and Succession Strategy Planning Specialist

208.490.8378

Ryan.Baker@LFG.com

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...

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Nelson Brittain, MBA

Estate and Succession Planning Strategy Specialist

865.410.0151

Nelson.Brittain@LFG.com

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...

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Christa Coates, LUTCF®

Estate and Succession Planning Strategy Specialist

845.202.7380

845.765.0446

Christa.Coates@lfg.com

"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...

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Michael A. Cohen

Estate and Succession Planning Strategy Specialist

303.588.8880

Michael.Cohen@lfg.com

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...

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William Crozier, CLTC

Estate and Succession Planning Strategy Specialist

440.454.4542

William.Crozier@LFG.com

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...

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Jacqueline N. Davie

Estate and Succession Planning Strategy Specialist

713.552.7966

713.552.7999

Jacqui.Davie@lfg.com

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...

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Jeffrey S. DeWald, CLU, ChFC, CBEC

Agribusiness Succession Advisor

617.728.7440

Jeff.DeWald@lfg.com

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...

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Charles C. Dierks II

Estate and Succession Planning Strategy Specialist

913.323.3256

913.323.3250

Chuck.Dierks@lfg.com

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...

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Dennis F. Henks

Estate and Succession Planning Strategy Specialist

816.716.0881

Dennis.Henks@lfg.com

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...

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Martin S. Johnson

Estate and Succession Planning Strategy Specialist

925.659.0232

925.787.4946

Martin.Johnson@lfg.com

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...

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Arthur S. Littlefield

Farm Succession and Estate Planning Strategy Specialist

630.408.0110

630.369.3360

Art.Littlefield@LFG.com

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...

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Michael Lopata, CPA*

Estate and Succession Planning Strategy Specialist

770.656.2885

Mike.Lopata@lfg.com

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...

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Mike & Gwyn McCormack

Estate and Succession Planning Strategy Specialist

415-559-7886

Mike.McCormack@lfg.com

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...

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Paul Meyer, CEPA, CBEC, CRPC

Estate and Succession Planning Strategy Specialistt

920-739-6131

Paul.Meyer@LFG.com

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...

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Jeffrey Nelson, CFP, ChFC

Estate and Succession Planning Strategy Specialist

913-323-3215

Jeff.Nelson@NelsonWealthPlan.com

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....

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Cathey Paine

Estate and Succession Planning Strategy Specialist

818-540-6945

Cathey.Paine@lfg.com

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...

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Mark Sherin, CFP, CLU, CBEC

Estate and Succession Planning Strategy Specialist

818-540-6946

Mark.Sherin@lfg.com

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...

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Megan Spain, CFP®

Estate and Succession Planning Strategy Specialist

205-278-8219

Megan.Spain@lfg.com

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...

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Scott Teich

Estate and Succession Planning Strategy Specialist

480-824-4124

Scott.Teich@lfg.com

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...

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Timothy Veazey

Estate and Succession Planning Strategy Specialist

585-350-7214

Timothy.Veazey@lfg.com

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...

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Robert "Logan" Waters

Estate and Succession Planning Strategy Specialist

8042531437

Logan.Waters@waterswealth.com

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...

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Arthur Zeidman, ChFC, CASL

Estate and Succession Planning Strategy Specialist

662-628-1173

am.zeidman@lfg.com

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...

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Our team approach adds perspective to all we do with the goal of providing increased benefits to our clients.

Meet Our Team

Ryan  Baker

Ryan Baker

Estate and Succession Strategy Planning Specialist

208.490.8378

Nelson  Brittain

Nelson Brittain, MBA

Estate and Succession Planning Strategy Specialist

865.410.0151

Christa  Coates

Christa Coates, LUTCF®

Estate and Succession Planning Strategy Specialist

845.202.7380

845.765.0446

Michael A.  Cohen

Michael A. Cohen

Estate and Succession Planning Strategy Specialist

303.588.8880

William  Crozier

William Crozier, CLTC

Estate and Succession Planning Strategy Specialist

440.454.4542

Jacqueline  Davie

Jacqueline N. Davie

Estate and Succession Planning Strategy Specialist

713.552.7966

713.552.7999

Charles   Dierks II

Charles C. Dierks II

Estate and Succession Planning Strategy Specialist

913.323.3256

913.323.3250

Dennis F.  Henks

Dennis F. Henks

Estate and Succession Planning Strategy Specialist

816.716.0881

Martin  Johnson

Martin S. Johnson

Estate and Succession Planning Strategy Specialist

925.659.0232

925.787.4946

Arthur  Littlefield

Arthur S. Littlefield

Farm Succession and Estate Planning Strategy Specialist

630.408.0110

630.369.3360

Michael  Lopata

Michael Lopata, CPA*

Estate and Succession Planning Strategy Specialist

770.656.2885

Mike & Gwyn McCormack

Mike & Gwyn McCormack

Estate and Succession Planning Strategy Specialist

415-559-7886

Arthur  Zeidman

Arthur Zeidman, ChFC, CASL

Estate and Succession Planning Strategy Specialist

662-628-1173

Cathey Paine

Cathey Paine

Estate and Succession Planning Strategy Specialist

818-540-6945

Jeffrey  Nelson, CFP, ChFC

Jeffrey Nelson, CFP, ChFC

Estate and Succession Planning Strategy Specialist

913-323-3215

Mark Sherin

Mark Sherin, CFP, CLU, CBEC

Estate and Succession Planning Strategy Specialist

818-540-6946

Megan Spain

Megan Spain, CFP®

Estate and Succession Planning Strategy Specialist

205-278-8219

Paul Meyer

Paul Meyer, CEPA, CBEC, CRPC

Estate and Succession Planning Strategy Specialistt

920-739-6131

Robert "Logan"   Waters

Robert "Logan" Waters

Estate and Succession Planning Strategy Specialist

8042531437

Scott Teich

Scott Teich

Estate and Succession Planning Strategy Specialist

480-824-4124

Timothy Veazey

Timothy Veazey

Estate and Succession Planning Strategy Specialist

585-350-7214