Jim Martin Elected Chairman of the Board
PHILADELPHIA–(BUSINESS WIRE)–Lincoln Financial Network (LFN), the retail wealth management affiliate
of Lincoln Financial Group (NYSE:LNC), today announced the results of
The Resource Group’s 2019 Annual Meeting. The Resource Group (TRG) is a
nationwide network of top advisors within LFN dedicated to advancing
practice development among advisors and to industry-leading service to
clients.
Effective as of the May 6th Annual Meeting, the TRG Board of
Directors consists of the following advisors, all affiliated with LFN’s
independent broker-dealer Lincoln Financial Advisors (LFA).
- Jim Martin – Chairman of the Board
- Phil Moshier – Immediate Past-Chairman of the Board
- Alex Harrison– Vice Chairman and Investment Committee Chair
- Pete Giaccio – Chief Executive Officer
- Logan Waters – Practice Evolution Committee Chair
- Regina Beatty – Financial Planning Committee Chair
- Dianna Parker – Annual Meeting Committee Chair
- Jeff Cohen – Market Access Committee Chair
- Ryan Haag – Insurance Committee Chair
- Roberto Duran – Retirement Plan Services (RPS) Chair
- Caragh Fahy – Marketing Committee Chair
- Ryan Baker – Technology Committee Chair
- Lou McCraw – Practice Management Committee Chair
- Kevin Best – Compliance Committee Co-Chair
- Anne Machesky – Consultant to the TRG Board
- Celeste Gurule – Board Liaison (Field Leadership)
- Hilary Dietz – Executive Director
“This annual gathering reinforces our ‘Serve First’ philosophy, as we
bring together top advisors from around the country to share best
practices and support each other for the benefit of our clients and our
industry,” said Board Chairman Jim Martin. “The partnership between LFA
and The Resource Group allows us to provide industry-leading resources
and technology to ultimately deliver exceptional experiences for
clients.”
LFN also announced that Paul Gydosh, Dan Whittenburg, Craig Bartlett,
Derek Ferriera, Karl Brantley and Darrin Shallcross have retired from
the TRG Board after many years of dedicated service. The Board thanks
them for their significant contributions to support TRG’s mission and
impact on advisors and their clients.
About The Resource Group
The Resource Group (TRG) is an invitation-only nationwide network of the
top 200 planners within LFN’s independent broker-dealer Lincoln
Financial Advisors (LFA). The goal of TRG is to collaborate and share
intellectual capital – including financial planning expertise,
resources, networking opportunities and practice management strategies –
to help drive practice development among advisors and provide
industry-leading service to clients.
About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail sales and
financial planning affiliates of Lincoln Financial Group and includes
Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corp.,
both members of FINRA and SIPC. Consisting of approximately 8,900
representatives, agents, and full-service financial planners throughout
the United States, Lincoln Financial Network professionals can offer
financial planning and advisory services, retirement services, life
products, annuities, investments, and trust services to affluent
individuals, business owners, and families. Lincoln Financial Group is
the marketing name for Lincoln National Corporation (LNC) and its
affiliates. Find us on LinkedIn,
Facebook,
Twitter,
and YouTube.
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help empower
people to take charge of their financial lives with confidence and
optimism. Today, more than 17 million customers trust our retirement,
insurance and wealth protection expertise to help address their
lifestyle, savings and income goals, as well as to guard against
long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln
Financial Group is the marketing name for Lincoln National Corporation
(NYSE:LNC) and its affiliates. The company had $253 billion in assets
under management as of March 31, 2019. Lincoln Financial Group is a
committed corporate citizen included on major sustainability indices
including the Dow Jones Sustainability Index North America and
FTSE4Good. Additionally, Lincoln is dedicated to upholding a diverse and
inclusive organization and was recognized by Forbes as one of the Best
Large Employers, Best Employers for Diversity, and Best Employers for
Women and received a perfect score of 100 percent on both the Corporate
Equality Index and Disability Equality Index. Learn more at: www.LincolnFinancial.com.
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CRN-2542442-051519
Contacts
Reena Arora-Sánchez
[email protected]
(484)
241-8448
