Family Office

Lincoln names Houston advisor-network consultant

FWR Staff 1 May 2007

Lincoln names Houston advisor-network consultant

CFP instructor, financial planner Hartin joins Lincoln's retail dist. grp. Lincoln Financial Network (LFN), the retail-distribution division of Philadelphia-based Lincoln Financial, has hired Kathleen Hartin as director of planning in its Houston office.

LFN planning directors assist advisors with case design, plan manufacturing, coaching, training and consulting.

Practical and theoretical

"Kathy brings with her a breadth of knowledge of clients' financial needs and has consistently provided the means to meet those needs," says Sanford Axelroth, LFN's head of "Advisor Experience," which includes financial-planning services. "Her experience as a respected educator coupled with an extensive knowledge of the financial services industry makes her a truly valuable asset to [LFN]."

Hartin is also academic program director and an instructor at Rice University's CFP program. Before joining FLN she ran her own financial-planning business as an affiliate of Springfield, Mass.-based Mass Mutual. Before that she managed Houston-based Kanaly Trust's financial-planning group.

LFN offers a variety of different affiliation models to independent brokers and financial planners.

LFN head Robert Dineen says LFN is "committed to offering a strategic national resource of intellectual capital that will enable our advisors to provide the best fee-based planning possible." Bringing Hartin aboard in Houston, he adds, "further enables us to fulfill that commitment."

In addition to providing insurance, annuities and investment products in addition to financial-planning and advisory services, Lincoln owns three television stations, 17 radio stations and a sports production and syndication business. -FWR

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