FORT WASHINGTON, PA — Lincoln Investment Planning, LLC has strengthened its executive leadership team with the appointments of Jason Estes as Chief Information and Technology Officer and Dan Alexander as Chief Business Development Officer, effective July 28, 2025. The additions reflect the firm’s focus on accelerating growth, modernizing its technology infrastructure, and deepening its support for financial professionals and clients.
Jason Estes to Lead Digital Transformation
In his new role, Estes will oversee Lincoln Investment’s technology strategy, driving digital innovation and modernizing IT platforms to support the company’s expanding financial professional network and growing client base.
With more than 20 years of experience in information technology and digital transformation, Estes most recently served as Chief Information and Digital Officer at First Command Financial Services. There, he led enterprise-wide initiatives, including the deployment of cloud-native architecture, implementation of nearshore agile development operations, and integration of platforms across a diverse financial ecosystem. His leadership focused on enhancing platform reliability, enabling financial advisors, and improving digital engagement for clients.
“Lincoln’s mission to serve financial professionals and their clients with excellence is one I deeply respect,” Estes said, adding that he looks forward to leveraging technology to “advance the financial professional and client experience.”
Dan Alexander to Drive Business Development
As Chief Business Development Officer, Alexander will be responsible for expanding Lincoln Investment’s market presence, growing its network of financial professionals, and strengthening branch retention and recruitment strategies.
Alexander brings extensive industry experience, having co-founded RetireAware in 2017, a consulting firm focused on improving market transparency for retirement plans, record-keepers, advisers, and third-party administrators. He also served as a consultant to Lincoln, helping shape its retirement recruiting and transition strategies. Earlier in his career, Alexander was the Midwest Regional Vice President for VALIC, now known as Corebridge Financial.
“After years of working alongside Lincoln Investment, I’ve seen firsthand their deep commitment to empowering financial professionals and delivering exceptional outcomes for clients,” Alexander said.
Strengthening Leadership for Growth
Estes and Alexander join an established executive team led by CEO Ed Forst and President and Chief Operating Officer Kathy Leckey, alongside CFO Diane McCarthy, General Counsel and Chief Compliance Officer Maureen Mattson, and Chief Human Resources Officer Steven Flax.
Leckey described the appointments as a pivotal moment for the firm, noting that the expanded leadership team has “the talent and drive to take Lincoln into the future.”
By reinforcing its leadership bench with expertise in digital transformation and business development, Lincoln Investment aims to position itself for sustained growth while continuing to support its financial professionals and clients with innovative solutions and industry-leading services.
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