Lincoln Investment Names C-Suite Leaders

Lincoln Investment Planning, LLC (Lincoln Investment) has added two new employees to its executive leadership team effective July 28, 2025. Jason Estes was named chief information and technology officer and Dan Alexander was appointed chief business development officer.

Estes is responsible for leading the firm’s technology strategy, overseeing digital transformation initiatives and modernizing IT platforms. He brings over 20 years of leadership experience in information technology and digital innovation, with deep expertise in financial services, consulting and enterprise-scale transformation. Most recently, he served as chief information and digital officer at First Command Financial Services, where he led infrastructure, application development, enterprise architecture and cybersecurity efforts supporting a complex ecosystem of bank, RIA, insurance and broker-dealer entities.

As Chief Business Development Officer, Alexander is responsible for driving the firm’s revenue growth, developing and executing strategic plans to compete in the marketplace and increasing Lincoln’s financial professional network.

Before joining Lincoln, Alexander co-founded RetireAware in 2017, a firm dedicated to market transparency providing consulting services to retirement plans, record-keepers, registered investment advisers and third-party administrators. He served as a consultant to Lincoln supporting the firm’s retirement, recruiting & transition team strategy. Prior to RetireAware, Alexander was the Midwest regional vice president for VALIC (now Corebridge Financial.)