Mike joined Lincoln Financial Advisors in 2001. For the previous 15 years he worked with Financial Resources Advisory Service and assisted clients in developing and managing financial resources through generation of extensive financial plans.
Currently, Mike’s objective is to help his clients design and live the life of their choice through the accumulation and conservation of their financial resources. He is responsible for assisting clients with the coordination and management of their financial resources through development of a comprehensive financial plan. Mike’s areas of expertise include retirement, investments, education funding, estate and business succession planning.
Mike graduated from Miami University in 1979 with a Bachelor of Arts in Political Science. In 1992, he completed the CFP® Professional Education Program from the College for Financial Planning. Mike earned the Chartered Retirement Planning Counselor designation in 2008, and the Chartered Retirement Plan Specialist in 2014.
Mike lives in Shawnee Hills with his wife of 33 years.
A lifelong resident of Columbus, Sam entered the Financial Services Industry immediately after graduation from The Ohio State University. Sam has gone on to earn his Certified Financial Planner™ certification and advanced financial certifications from The American College. He now resides in Powell with his wife and enjoys outdoor activities, travel, and their 3 grandchildren.
Adam joined Lincoln Financial Advisors in 2001 as part of the company’s college internship program. He transitioned into a full time planner in 2002 after graduating from the Richard T. Farmer School of Business at Miami University with majors in Finance and General Business. In 2003, Adam partnered with Mike. In 2014, he completed the Professional Education Program from the College for Financial Planning and earned the CFP® designation. Adam's main focus is on Investment Analysis, Design, Implementation and Outcome.
Adam lives in Galena and when he's not at the office he's spending time with his wife and two boys.
After graduating from law school in 1983, Don started working and advising business owners when he worked for the “Big Eight” accounting firm, Price Waterhouse. He later joined a law firm in Columbus, Ohio that specialized in working with closely held business owners.
Don was instrumental in helping clients protect and plan for their families, the future of their business interests and the transition of the business and the family wealth. Much of the success of the planning was a result of collaborating with clients’ other advisors, often the financial planner and CPA. This included developing and implementing transition strategies and working with the IRS to obtain private letter rulings.
Don inherited his father’s entrepreneurial spirit, and left the practice of law to acquire his own business. He purchased several insurance agencies and later merged those with a larger firm, while continuing to do comprehensive financial planning for business owners.
He joined Lincoln Financial Advisors in 2000, and continues to help successful business owners plan for their future, their family and their legacy. With 35 years of experience and an excellent team, he helps his clients create a financial roadmap distinctive to their vision, by listening and learning what is important to them and who they care about.
Don has been active in numerous civic, philanthropic and professional organizations over his professional career. He has attended many national conferences, including The Institute for Preparing Heirs and the Notre Dame Tax and Estate Planning Institute, all of which discuss ideas to help the successful business owner protect, grow and transition family wealth.
Don and his wife, Sheila, live in Westerville. They have a daughter, Annie, and a son, David. When not working, you may find Don traveling with his family or driving the back roads of Ohio with Sheila.
A 1980 graduate of The Ohio State University, Don received his Bachelor of Science degree in Business Administration.
Amanda joined our team in January of 2011. She graduated from Mt. Vernon Nazarene University in 1997 with a B.A. in Business Administration. Amanda is responsible for the day to day operations of the practice. Her responsibilities include processing new business, maintaining client accounts, conducting research, managing projects and client service. Amanda has a FINRA Series 6 license and is licensed in Ohio for Life & Health Insurance.
Amanda lives in Delaware with her husband and two daughters.
Brenda joined Sam Chickerella's financial planning practice in 1998, following a career in marketing and administration of Section 457 Plans for county employees in Ohio and Michigan. Brenda's focus is on new business processing and ongoing client service. She enjoys skiing, golf, reading, scrapbooking, vintage cars and spending time with her children and grandchildren. Brenda resides in Orange Township with her husband, Jim.
Robyn joined our team in August 2016. She graduated from University of Pittsburgh in 1991 with a B.A. in Business and Communications. Robyn has a FINRA Series 6 license. She is responsible for managing projects and coordination of business. She is extremely detail-oriented and specializes in client service.
Robyn lives in Delaware with her husband and two kids.
Lindsey joined Bluestone Wealth Partners in 2017 as our receptionist. Her smile and warm welcome is an added value to our office. Lindsey resides in Blacklick.