Team
Andrew Seaborg advises families, trusts and institutions on wealth management, employer-sponsored retirement plans, and financial planning. Andrew holds an MS in Finance, Investment & Banking from the University of Wisconsin-Madison....
After graduating from Lake Forest College in Illinois with a BA in Business Administration with an emphasis on finance, John joined Lincoln Financial Advisors in May of 2000 as a Private Wealth Planner.
Mark Strassburger
Partner & Investment Advisor Representative
Andrea graduated from the University of Wisconsin in 2006 and began working for The Capital Group in May 2007. She currently holds a Wisconsin Life and Health Insurance license and is working towards her FINRA Series 6 registration.
Kimberly Smith, CPA* is Director of Wealth Management at The Capital Group. Before moving to Madison, Kim was a Tax Manager at Deloitte in Chicago. At Deloitte, she practiced financial planning, trust administration, and tax...
I grew up in a small town in West-Central Wisconsin. Ever since I was young I have always loved helping people understand their financial situations and building long-term relationships with them. This love in my life has led me to a...
Colleen is the most recent member of our team. She found a passion for private banking and investments while working as a Private Banker in Chicago. She and her family moved to the Madison area in 2019. With 10+ years in a client...
Kyle graduated with a B.S. degree in Personal Finance with a Concentration in Financial Planning from the University of Wisconsin-Madison and joined The Capital Group in 2019. Prior to joining our team, Kyle worked as a Third-Party...