This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Capital Analysts, Legend Advisory and Lincoln Investment are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 States. Capital Analysts, Legend Advisory, Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.  Advisory services offered through Capital Analysts, Legend Advisory or Lincoln Investment,  Registered Investment Advisers.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com.  The Voyager Group, Ltd. and the above-referenced firms  are independent, and non-affiliated.  Tax services are not offered through, or supervised by Lincoln Investment, Legend Advisory or Capital Analysts.



Jeff Pierson, MBA

FINANCIAL ADVISOR of LINCOLN INVESTMENT


Jeff, a lifelong Joliet resident, believes in independent advice for individual dreams.  He helps his clients achieve their financial goals through personalized service.  He will work one-on-one with you, both to understand your current financial situation, and to design a financial plan customized to fit your needs.  Jeff's specialties are:

  • Fee based asset management
  • Retirement planning
  • Trust Management
  • 403(b) and 457 plans
  • Life Insurance needs


​Jeff, along with the staff at The Voyager Group, Ltd., is available to help with your financial needs.


  • Bachelor's Degree in Organizational Management from the University of St. Francis
  • Master's degree in Business Administration from Benedictine University
  • FINRA Series 6, 63 and 65 Securities Registrations
  • Joliet Township High School Board of Education, member
  • Joliet Rotary Club, member
  • Guardian Angel Home Board of Directors