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Jeffrey  Nelson, CFP, ChFC

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. Throughout his career, he has been focused on assisting his clients to accumulate, preserve, and protect wealth for themselves, their children, and future generations. Jeff employs a client-centric approach in addressing the estate and succession issues that face Agribusiness owners today, and helps them develop a comprehensive plan to help meet their unique goals and objectives. His goal is to establish a lasting relationship with his clients and provide them with a sense of security for their future.

In addition to his personal practice, Jeff is a member of the Estate Planning Society of Kansas City, the Financial Planning Association, and Lincoln’s Sagemark Consulting Private Wealth Services*, an elite group that specializes in working with high net worth families. Jeff is also a committed supporter of the Leukemia & Lymphoma Society. Jeff graduated from Kansas State University in Manhattan, Kansas with a Bachelor of Science in Business Marketing and a degree in Milling Science and Management. He currently lives in Lenexa, Kansas.

*Sagemark Consulting Private Wealth Services is an internal Lincoln Financial Advisors organization of top planners who focus on clients in the high net worth market.

Lincoln Financial Advisors
10851 Mastin Street, Suite 950
Overland Park, KS 66210