Lincoln Park Financial Group- Chicago

Cary Stamp, CFP^®
President/Financial Consultant
cary@lincolnparkfinancial.com
Florida Direct Dial: (561) 208-8333
Chicago Direct Dial: (773) 572-6464

In December 2002, Cary Stamp founded Lincoln Park Financial Group (LPFG), LLC, because he wanted to offer investment clients superior service with a personal connection. The mission of LPFG is to help their clients turn their dreams into reality by providing quality, customized investment guidance, and planning.

As president/financial consultant at LPFG, Cary's role is to coordinate the asset management team. He serves as the primary financial planner and the ultimate decision maker. Cary gathers data from every client and formulates a customized process to help each client pursue, preserve, and protect his or her wealth.

After formulating a course of action for each client, Cary calls upon his team at LPFG to help him implement the plan and solve the client's financial concerns. Honesty and integrity are essential aspects of Cary's relationship with his clients, so he doesn't hesitate to "tell it like it is."

As a CERTIFIED FINANCIAL PLANNER™ Professional, Cary has an extensive knowledge of financial planning issues, taxes, estate planning, investments, and risk management. As a Registered Representative and Investment Adviser Representative of Commonwealth, he holds FINRA Series 7, 8, 53, 63, and 65 securities registrations. Cary began his investment career as a financial consultant in the Des Moines office of Piper Jaffray & Hopwood in 1990. In 1995, Cary moved to Chicago and joined Principal Financial Securities. Through a succession of mergers and acquisitions, the name was changed to Wachovia Securities in 2002.

Cary grew up in Urbandale, Iowa. He earned a BA in History from the University of Iowa, and he later received a Certificate in Financial Planning from DePaul University. Cary also pursued graduate level studies in economics and corporate finance at Drake University in Des Moines, Iowa.

When he's not working, Cary likes to spend time with his wife, Sharon, and their daughter Sarah. The rest of his family is in the midwest; brother Jeremy lives in Crystal Lake, IL, and his parents reside in Des Moines, IA.

Cary has long been active in his community, serving as a board member for the Home Builders Association of Greater Chicago (City Chapter), and as a commissioner for SSA #35, which was charged with the goal of revitalizing the Lincoln Avenue area, where his Chicago office is located.

In 2006, Cary opened up a second office in Palm Beach County, Florida. In 2007, Lincoln Park Financial Group acquired Senior Wealth Advisors in Boca Raton, Florida. Although he spends much of his time in Florida, Cary commutes to the Lincoln Park office monthly and continues to expand the firm's clientele in the Chicagoland area.

Back to top

Sharon Stamp
Special Events Coordinator
sharon@lincolnparkfinancial.com

Sharon attended Penn State University, where she studied marketing. Her previous employers include Prudential Securities, Hamilton Investments, Principal Financial Securities, Everen Securities, First Union Securities, and Wachovia Securities. She changed firms only once; the rest of the names changed because of acquisitions. Ironically, all of these firms have now merged and are part of Wells Fargo Securities. Sharon passed the FINRA Series 7 securities license exam in 1993.

Sharon grew up near Allentown, Pennsylvania. While attending Penn State, she was a member of the Kappa Alpha Theta sorority. In high school, she played field hockey and was on the track team. Running is still one of her loves.

Sharon is a long-time vegetarian and loves animals. In Chicago, she served as a volunteer for the Anti-Cruelty Society for five years. The Stamp family has a wonderful cat named Gabby and a dog named Cookie. Sharon's interests include interior design, and she is a Trading Spaces junkie. Her motto is, "A place for everything, and everything in its place." Sharon and Cary have been married since 1998 and have a 10-year-old daughter, Sarah.

Back to top

Gregory Kojak
Managing Partner
greg@lincolnparkfinancial.com
Florida Direct Dial: (561) 208-8308
Chicago Direct Dial: (773) 572-6455

Greg joined Lincoln Park Financial Group, LLC, to help manage the services we provide to our growing client base. He has been in the financial services industry for five years. Prior to joining LPFG, he worked as an investment associate in the suburbs of Chicago. He has published numerous financial articles and is looking to continue his studies in asset and business management.

Greg currently holds FINRA Series 7 and 63 securities registrations and is also licensed for life and health insurance in the state of Illinois. Although licensed, Greg will not be acting as an investment representative. Greg attended the University of Illinois and earned a BA in political science. He is currently enrolled in the CFP^® program through DePaul University.

Greg currently resides in Florida with his fiancée, Karen, and works out of our Palm Beach office. Among his favorite things to do are travel, see live music, and play golf.

Back to top

John O'Callaghan, CLU, ChFC
Financial Consultant
john@lincolnparkfinancial.com
Chicago Direct Dial: (773) 572-6461

Prior to joining Lincoln Park Financial Group, LLC, John was a financial advisor with AXA Advisors and its predecessor, Equitable Life Assurance Society. After serving in the US Army, John entered the world of finance in 1971 with the Career Training Program at AXA Equitable in New York and Atlanta. Since becoming a financial professional, he has advanced his expertise by obtaining the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from The American College in Bryn Mawr Pennsylvania. He also holds a FINRA Series 7, 22, 65, and 63 securities registrations, and is registered to conduct securities business in several states, including Illinois and Florida. John is licensed for both life and health insurance in Florida and Illinois, as well as other states.

John's takes a holistic approach to planning his clients' financial needs and he is an expert at working with people nearing or in retirement to assure they preserve their lifestyles through professional management of their investments, insurance protection and employee benefits.

He can also assist you with College Funding and Estate Planning.

His client base is very diverse and includes successful individuals as well as small businesses.

As one who has scaled several of the country's highest peaks, John would like to help you succeed in growing and preserving your life's financial summit.

John is a graduate of Christian Brothers University in Memphis and received a BS/Business Administration degree. He is active in the community and is a member of several professional organizations.

John was born in Chicago and is a lifelong area resident. John and his wife Cindy have two wonderful daughters, one in college and one in high school, and they make their home in Wilmette, Illinois.

In his spare time, John enjoys outdoor activities including cycling, golfing, boating, skiing, backcountry hiking, travel and working on the yard.

Back to top

Rob Otwell
Financial Consultant
Rob@lincolnparkfinancial.com
Chicago Direct Dial: (773) 572-6459

As a Financial Consultant at Lincoln Park Financial Group, LLC, Rob's role is to oversee the asset selection and management of his client's portfolios. After meeting with his clients and understanding their needs and goals, Rob works with the LPFG investment team to formulate a plan of action.

Rob has an extensive knowledge of financial planning issues, taxes, investments, and risk management. As a registered representative, he holds the FINRA Series 7 and Series 66 registrations and is also licensed for life and health insurance in the state of Illinois. Rob works with clients of all backgrounds and particularly enjoys working with entrepreneurs as Rob owned his own business for years.

Prior to joining Lincoln Park Financial Group, LLC, Rob worked in the corporate offices of Pharmaca as the Manager of Operational Logistics in Boulder, Colorado. He also owned a restaurant in Boulder for six years.

Rob grew up in Atlanta, Georgia. He earned a BA in Comparative Literature from the University of Georgia, and his MBA in Finance from Loyola University in Chicago.

When away from work, Rob likes to spend time with his wife, Jenna, son Kalen and their newest addition, daughter Kaia. Rob's mother still lives in Atlanta, and his father resides in Saint Simon's Island, Georgia.

Rob's interests include golfing, bicycle riding, and enjoying all the activities that Chicago has to offer. In a previous life he also enjoyed rock and ice climbing, alpine skiing, and long hikes in the Rocky Mountains. Rob still enjoys hiking and skiing and loves to be outdoors with his family whenever possible.

Back to top

Jeffrey Hejza, CFP^®
Managing Partner
jeff@lincolnparkfinancial.com
Chicago Direct Dial: (773) 572-6462

For the past several years, Jeff has served as a mortgage consultant with Third Coast Mortgage, LLC and he will continue to bring his financing expertise to the LPFG team. He holds the FINRA Series 7 and Series 66 securities registrations, Illinois life and health insurance licenses, Illinois Mortgage Broker license and is also a licensed real estate agent. He completed the CERTIFIED FINANCIAL PLANNER^™ program through Northwestern University in 2007 and currently holds the CFP^® certification.

Prior to joining LPFG and his career as a mortgage consultant, Jeff spent nearly 7 years as a law clerk and research associate with Martin Brown & Sullivan, Ltd., a law firm in the Chicago Loop that specializes in white-collar criminal defense. He attended DePaul University where he earned his bachelor's degree in finance with a minor in accounting. Jeff is a long-standing member of the Lincoln Park Chamber of Commerce.

Jeff and his wife Lindsey live in Willow Springs and often find themselves dining in Chicago and taking advantage of all the City has to offer. Jeff's interests include boating, martial arts, golfing, mountain biking, and participating in sanctioned autocross and road-racing events.

Back to top

Jennifer Peterson
Director of Client Service
jenny@lincolnparkfinancial.com
Chicago Direct Dial: (773) 572-6456

Jenny joined Lincoln Park Financial Group, LLC in August of 2006 from a debt collections agency where she was the executive assistant. She previously spent ten years as a manager for Loews Cineplex Entertainment. Jenny's primary focus is on client service and office efficiency. Jenny is originally from the southwest suburbs of Chicago. She moved to Chicago in 2004 where she currently lives with her cat, Pita. When she's not at the office, you can usually find Jenny at the gym, baking, or cheering on the Chicago Cubs.

Back to top

Meredith Clark
Client Service Coordinator
meredith@lincolnparkfinancial.com
Florida Direct Dial: (561) 208-8332

Meredith was born in Massachusetts but raised in California. She graduated from Woodbury University, where she studied marketing with a special interest in special events and promotions.

Prior to joining Lincoln Park Financial Group,LLC, she was employed with a yacht charter company in the Newport Beach, California area, where she coordinated weddings at sea, private parties, and corporate events.

During her time away from the office, she enjoys concerts, boating, water sports, and yoga. She also enjoys spending time during the summer with her family on Cape Cod. Meredith is a wine enthusiast and has visited many vineyards in France and Northern California.

Back to top

Carl Watkins
Client Services Representative
carl@lincolnparkfinancial.com
Florida Direct Dial: (561) 208-8308

Carl joined Lincoln Park Financial, LLC, after three years of working for MetLife as a Financial Services Representative and Insurance Consultant. His focus here is to help better manage the ever-growing client base with all of its needs.

Carl currently holds his FINRA Series 7 securities registration as well as Florida life and health licenses. Carl attended Florida State University and earned his BS in Exercise Physiology. He is currently working towards his CFP^® certification at Florida State University.

Carl joined the office in Palm Beach Gardens after moving from Sarasota, where he is originally from. He enjoys boating, fishing, skiing, and traveling, as well as playing tennis and golf.

Back to top