Jason Levine, MBA, CFP®
With a school teacher and small business owner as parents, I grew up in an environment that emphasized financial planning and discipline. My experience managing money began as a youngster working in my father's hardware store.
Having previously worked in the retail, software and private equity industries, I shifted my focus, culling the best of all these experiences and applying them to my investment philosophy at Lincoln Investment.
As a financial planner, I provide guidance to my clients as they navigate their financial lives. I provide my clients with a unique mix of high-level strategy and practical financial management along with a world-wide perspective, and backyard wisdom.