Our Service Pledge to You
 

About Lincoln Financial
Management, LLC

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Lincoln Financial Management receives the Better Business Bureau (BBB) Integrity Award.

   
   

Stephen M. Letts, MBA, CLU, ChFC
Senior Partner

   

Cyrus A. Kiani, CFP
Senior Partner

   

Angela Kiani
Vice President, Employee Benefits
akiani@mylfm.com

Specializing In: Marketing and Servicing of Group Employee Benefit Programs, including: health insurance, dental insurance, Section 125/Cafeteria Plans, Executive Benefit Plans, Medical Reimbursement Programs, Wellness Programs, Disability Insurance, Life Insurance, AD&D Insurance, Long Term Care Insurance and Health Insurance for Individuals.

 

   

Donald R. Campbell
Associate Partner

   

Amy Novak
Account Manager
anovack@mylfm.com

Primary Responsibilities: group benefits client service, client-site employee enrollments, and special projects.

 

   

Sharon Eighme
Director of Client Services
seighme@mylfm.com

Primary Responsibilities: group benefits client service, group employee benefits quotes, preparation of renewal packets, health care bill audits, insurance bill audits, and general client service.

   

Carol Seuss
Client Services Representative
cseuss@mylfm.com

Primary Responsibilities: administrative and clerical support for brokerage accounts and individual life insurance, quotes for individual major medical insurance, and various customer service – claims, enrollment and terminations of members from group accounts.

   

Janet Workman
Account Service Specialist
jworkman@mylfm.com

Primary Responsibilities: administrative and clerical support for group employee benefit clients, enrollments and terminations of members from group accounts, cobra services and payroll spreadsheets for group administrators.

   

Securities offered through Securities America, Inc. Member FINRA/SIPC. Cyrus Kiani, Stephen Letts and Donald Campbell, Representatives. Cyrus Kiani and Donald Campbell offer advisory services through Securities America Advisors, Inc.

Lincoln Financial Management, LLC and the Securities America companies are independent entities. Securities America and its representatives do not offer tax or legal advice. Please consult a tax or legal professional in regards to your particular situation and before taking any actions that may have tax or legal consequences.

We are licensed to sell and/or discuss securities products and/or insurance procucts to residents of the states listed below only:

We are licensed to sell Insurance Products in the following states:
AZ, CO, FL, GA, IA, IL, KS, LA, ME, MO, NC, NE, NY, PA, SC, TN, TX, WI

We are registered to sell Securities in the following states:
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, LA, ME, MN, MO, MS, NC, NE, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WI