With more than 30 years of combined planning experience and more than $200 million in client assets managed over their careers, duo looks to tap into the power of the LFN community to grow their practices and enhance client service.
PHILADELPHIA (BUSINESS WIRE), March 09, 2023 - Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE: LNC), announced today that financial planners Andy Andrews and Joe Dankowski of Heritage Financial Consultants (HFC), LLC have joined the firm.
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While continuing to provide independent financial guidance as part of HFC, Andrews and Dankowski are now backed by specialized advisory support, comprehensive wealth management services and solutions, and the strength and resources of Lincoln Financial. Andrews and Dankowski are registered with LFN’s independent broker-dealer Lincoln Financial Advisors (LFA).
Andrews, a military veteran of the United States Army, joins Lincoln from First Command Advisory Services with eight years of financial planning experience, having managed roughly $100 million in client assets over his career. Andrews is based in HFC’s Naples, Florida office, helping clients with retirement income and estate planning strategies, tax reduction strategies and aligning their life goals with the assets they have acquired over time.
“I joined Lincoln because it offered me the solutions and planning expertise to grow and provide my clients with a wider variety of products,” said Andrews. “I’m surrounded by a wealth of knowledge and support to help me take care of clients.”
Dankowski, who joins Lincoln from Park Avenue Securities, brings 23 years of financial service experience to the organization, having managed $105 million in client assets over his career. Based in HFC’s Hunt Valley, Maryland headquarters, Dankowski specializes in wealth planning and preservation, strategic and tactical investment management, retirement income planning, tax efficiency, estate and tax reduction strategies, risk management and 401(k) and corporate retirement plan management.
“I am very excited to be joining a top-tier organization in Lincoln Financial Advisors,” said Dankowski. “Joining the firm will enable me to take my practice to the next level, providing my clients with better planning solutions and tapping into the deep resources of the firm and learning from the individuals on the financial planning and investment teams to allow for continued growth.”
“LFN continues to rapidly expand its network of advisors, as the independence, culture, knowledge and resources we offer differentiate the firm. Financial professionals see the impact that the LFN community can make on their clients and practice,” said John DiMonda, senior vice president and head of LFA. “We’re thrilled to welcome Andy and Joe and support each of their unique needs so they can best serve their clients and build on their deep financial planning experience and expertise.”
Lincoln Financial Network is the marketing name for Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corp., broker/dealers (Member’s SIPC) and affiliates of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
Heritage Financial Consultants LLC is not an affiliate of Lincoln Financial Advisors Corp.
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, approximately 16 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $282 billion in end-of-period account values as of December 31, 2022. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good and ranks among Newsweek’s Most Responsible Companies. Dedicated to diversity, equity and inclusion, we are included on transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index. Committed to providing our employees with flexible work arrangements, we were named to FlexJobs’ list of the Top 100 Companies to Watch for Remote Jobs in 2022. With a long and rich legacy of acting ethically, telling the truth and speaking up for what is right, Lincoln was recognized as one of Ethisphere’s 2022 World’s Most Ethical Companies®. We create opportunities for early career talent through our intern development program, which ranks among WayUp and Yello’s annual list of Top 100 Internship Programs. Learn more at: www.LincolnFinancial.com. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com.
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