Richard Thaddeus Lincoln, CFP®

Richard Thad Lincoln has spent nearly three decades helping clients plan for retirement and leverage life insurance to protect their financial futures. As Managing Director of Private Client and Executive Life Insurance at OneTeam Financial, he specializes in personalizing retirement income planning, estate planning, and holistic financial strategies for individuals and their families.

After graduating from Benedictine College with a BA in Economics, Thad began his career as a registered representative with New York Life Insurance Company. He later became an investment advisor representative with a wholly owned subsidiary of New York Life. During his time here, he received company-wide recognition for his prolific client service, and also a New York Life Council Member for many years. In 2005, Thad founded Retirement Concepts Group to focus on his passion for retirement planning.

At OneTeam Financial, he uses his wealth of experience to help ensure clients’ futures are always protected and full of possibilities. He takes pride in sharing his sophisticated planning expertise as a speaker at industry conferences, including at the National Association of Life Insurance and Financial Advisors (NAIFA) Conference.

Richard is a qualifying and life member of Million Dollar Round Table (MDRT), an international organization that recognizes the top financial professionals worldwide based on sales production, ethical conduct, and professional knowledge. Throughout his career, he has served in key leadership roles, including NAIFA Heart of America President 2003-2005, State Secretary Treasurer, Young Advisors Team State Chair, National Advisors' Committee member and has been a Greater Kansas City Young Advisors' Committee Board Member.

Originally from Kansas City, Missouri, Thad now lives in Boca Raton, Florida with his wife Tricia. He has two daughters, Kayla and Charley, who both live in Missouri. When not working with clients, he enjoys golfing, fishing, and spending time outdoors, especially on the beach.

CERTIFICATIONS

• Certified Financial Planner (CFP®)
• Certified Life Underwriter (CLU®)
• Bucket Plan Certified® (BPC)

AFFILIATIONS

• National Association of Insurance and Financial Advisors (NAIFA)