John W. Schatz, CRPC

John works closely with Rob and many of his investment clients.  John joined Lincoln Financial Advisors’ corporate office in 2000 as a member of the planning department and has maintained a private practice as well since 2002. He stepped away from the corporate life in March 2023 to focus on growing and maintaining his financial planning practice.  John continues to sit on several Investment Committees; The Steering Committee, and the Capital Market Assumptions Team to name a couple. These Committees help with the development of Asset Allocation Models across various platforms, recommended mutual fund and exchange-traded fund lists that are widely used across the firm.

 John is originally from Erie, Pennsylvania and graduated from The Ohio State University in 2000. John and his wife, Carrie live in Columbus Ohio and have two children, William and Mazzina.