LFA – Columbus RPO Contact Us Home About Us Planning For Clients For Advisors Contact Us Leadership Team Timothy M. O'Shea, CLU®, ChFC®, CRPC® Divisional Vice President Northern Division Email Address Timothy.OShea@LFG.com Tim is the Northern Divisional Vice President for Sagemark Consulting / Lincoln Financial Advisors, one of the premier fee-based financial planning organizations in the country. His responsibilities include the supervision of financial planners and administration across the Regional Planning Offices in Pittsburgh, Northern New York, Metro New York, New Jersey, Boston, Hartford, Cincinnati, Cleveland, Columbus and Detroit. The support of the planners in their practice growth is one of Tim’s principal concerns. In addition, he is responsible for the compliance, recruitment, training and retention of experienced planners that desire to affiliate with Sagemark Consulting / Lincoln Financial Advisors Corp. Tim joined Sagemark Consulting / Lincoln Financial Advisors as the Managing Principal in the Rochester office of the Northern New York Regional Planning Organization in June of 2001. The vertical and horizontal growth of the Northern New York office was his primary focus. He also maintained a successful personal practice focused on meeting the needs of high net-worth executives and retired individuals. Prior to joining Sagemark Consulting, Tim spent the first thirteen years of his career with the John Hancock Financial Services. While with the John Hancock, he developed a successful personal practice along with a planning group that focused their efforts on providing investment, estate and long-term health care advice. Tim is a graduate of the State University of New York at Geneseo in 1987 with a BA in Mathematics and earned his CLU and ChFC designations from the American College. Tim has been married to his wife, Yvonne, for thirty-one years. Yvonne is retired from her position of Principal of Victor High School. Tim and Yvonne reside in Victor and have two sons, Collin and Trevor. Amy Giller Relationship Management Director Email Address Amy.Giller@LFG.com Amy joined the Columbus Lincoln Financial Advisors (LFA) office in March 1997. Amy serves as the Relationship Management Director for the Central Region. Amy is committed to helping advisors serve their clients and grow their practices. Her mission is to connect each financial advisor to the appropriate resources from Lincoln Financial Advisors’ broad platform of choices and resources. Amy believes in fostering an environment that encourages training, education and the sharing of best practices that help lead to growth. If you are a financial advisor seeking a firm with a broad range of products and a high level of service, please explore the opportunities at LFA. A graduate from Boston College, Amy worked in Atlanta for a couple of years before returning to Columbus, where she was born and raised. She is married with two children. Amy holds a Life & Annuity license, as well as Series 7 and 24 registrations. She is a member of the FPA Central Ohio chapter and The Childhood League, as well as a board member of the Bexley Community Foundation. Jamie Allmon Regional Director of Operations Email Address Jamie.Allmon@LFG.com Jamie Allmon began her career with Lincoln Financial Advisors in 2001 and has worked in several different roles. In 2004 Jamie became the Business Operations Manager for the Columbus, Ohio office where she is responsible for Human Resources, Compliance and Operations. Jamie is the resource within the Columbus RPO for all commission, payroll, compliance and benefit issues. In 2010 Jamie was promoted to Regional Director of Operations where she continues to perform the BOM functions as well as supervising three other offices. Jamie has her Series 7 and 24 registrations and Life, Health and Annuity licenses. She is a graduate from the Fisher College of Business at The Ohio State University where she earned a degree in Finance. She lives in Grove City, Ohio with her husband and 4 young children. Interesting Links Retirement Planning:­ What You'll Need It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here. The Future of Your Business: Succession Planning Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here. The Cost of College The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here. Disclosure We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Securities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here. *Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. Portions © 2014-2015 Liberty Publishing, Inc. Portions © 1996-2021 SiteQuest Technologies. All rights reserved. “It takes as much energy to wish as it does to plan.” - Eleanor Roosevelt CRN: 3096169-052120