Lincoln Yersin
At &Partners, I help advisors grow their practice.
I have 40 years of experience in financial services and enjoy the wealth management business.
Prior to &Partners, I served as president at LBY Consulting. Before that, I spent 22 years at Wells Fargo in various roles including director of field activities for wealth brokerage services, their bank investment channel. I also served on the leadership committee for Wells Fargo Advisors. Ultimately, I held national leadership roles for Wells Fargo Advisors and Wells Fargo Affluent.
What motivates me most is helping advisors deliver great client experiences and achieve success and happiness. All of this aligns with our commitment at &Partners to put people first and deliver advice done well.
About Lincoln:
B.S., Finance, Metropolitan State University of Denver
Lincoln lives with his wife in Castle Rock, Colorado.
