Our Qualifications

 Lyle Cole, CLU, ChFC, earned his Finance Degree in  1990  and has been in the financial planning business since 1990 earning his Chartered Financial Consultant designation in 1995 and his Chartered Life Underwriter designation in 1996.

 

 

 

John Overstreet, CPA is a Certified Public Accountant licensed in the state of New Mexico. His experience in public accounting began in 1989, which includes areas of taxes, retirement and estate planning. He has been in the financial planning business since 1998.  (CPA services are not offered through, nor supervising by, Lincoln Investment or Capital Analysts.)