8755 West Higgins Road, Suite 200
Chicago, IL 60631
773.693.6100
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Lincoln Financial Advisors

Timothy McIlwain

Financial Planner

Phone

608.287.3000

Email Address

Tim.McIlwain@LFG.com

Website: lfa-madison.com

Tim entered the financial services business in 1995. He graduated from the School of Business at UW Whitewater, and studied International Finance at University Hertford England. Tim chose to associate with Lincoln Financial Advisors Corp. in 2001 based upon their open architecture, comprehensive financial planning services, and "Serve first" philosophy.

Tim's approach to financial planning begins with his commitment to helping each client towards reaching his or her financial goals by providing informed financial planning advice based on a wealth of national resources and access to a full range of investment choices.

"At Lincoln Financial Advisors in Madison, we provide comprehensive, fee based, financial planning services aimed toward meeting our clients long term goals," he says.  "Our open architecture platform, national resources, and our access to a multitude of investment products have made us the financial planning firm of choice for individuals and institutional clients all across Wisconsin."

Throughout his years in the financial planning sector, Tim has integrated continuing education into his professional development, expanding his knowledge and skills in order to offer the appropriate financial advice to his clients.

A Registered Representative with Lincoln Financial Advisors, Tim also holds FINRA series 6, 7 and 63 registrations. He is a licensed life and health insurance agent with The Lincoln National Life Insurance Company. Tim holds the designation of Accredited Asset Management Specialist, (AAMS®), the designation of Chartered Retirement Planning Counselor (CRPC®) as well as the Accredited Investment Fiduciary (AIF®) designation.

Meet Our Staff

 

Michael Stickney

Financial Planner

Phone

608.287.3000

Email Address

Mike.Stickney@LFG.com

Website: lfa-madison.com

My approach to financial planning over the past three decades has always centered on my commitment to listening carefully to each client and giving informed, sound counsel as the basis for an investment program that is tailored to each client's needs.

I feel my job at Lincoln Financial Advisors in Madison is to deliver the appropriate long-term investment plan by integrating each client's values with their resources, risk tolerance, time frame and financial goals. I feel our unique financial planning approach enables our clients to determine what products and services are appropriate for them, their families and their future.

I have been in the insurance business for 30 years and an executive with Lincoln Life since 1981. I have been proud to have worked within the Lincoln Financial Group as a Regional Vice President, Home Office Marketing Manager and as a Pension and Annuity Wholesaler during my 25 plus years with the Lincoln organization.

I graduated from Western Michigan University and have also earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College, which is dedicated to leadership in innovative training and development for financial services professionals.

Meet Our Staff

 

Carrie Waters Schmidt

Financial Planner

Phones

ph: 608.287.3027
fax: 608.287.3046

Email Address

Carrie.Schmidt@LFG.com

Carrie began her time with Lincoln Financial Advisors in 2004. She whole-heartedly believes in the financial planning process and how it can take clients from good to great. She has built her practice similar to a physician’s in that there is no “prescription made before diagnosis”. Clients start their relationship with her by thoroughly reviewing their entire picture holistically, so proper and necessary action is taken.

Many of her clients work closely with their own attorneys or accountants and turn to her to interlock the various pieces of financial planning that has been done. Carrie excels at identifying coordination gaps in existing financial plans and brings appropriate solutions to resolve the issues and help improve clients’ positioning.

She works with executives and professionals, high net-worth families, and participants of the Wisconsin Retirement System (WRS) pension program. In addition to individuals Carrie oversees several employer-sponsored retirement plans, non-profit endowments and Family Trusts. She has written several published articles for Our Lives, a Madison-area based LGBTQ periodical, and Brava Magazine, a magazine made for professional women. She is proficient in public speaking and has presented on financial topics for both the UW and the City of Madison on several occasions, area non-profits and most recently, the Midwest Horse Fair.

Education

  • B.A. in Consumer Affairs with emphasis in personal financial planning – University of Wisconsin Madison
  • M.S. in Financial Planning – College for Financial Planning

Designations

  • CFP® CERTIFIED FINANCIAL PLANNER TM Practitioner
  • MPAS℠ Master Planner Advanced Studies
  • AWMA® Accredited Wealth Management Advisor
  • ADPA® Accredited Domestic Partner Advisor
  • CSRIC™ Charted Social Responsible Impact Counselor

Expertise

  • Estate planning
  • Investment planning
  • Retirement planning
  • College funding

Specializations

  • Socially Responsible Investments
  • Financial planning for unmarried and same-sex couples
  • Recent divorcees
  • Working with the equine community.

Meet Our Staff