Meet Our Team

 


Steven J. Acord, CLU®, ChFC®

Retired

CA Insurance Lic. #0498944

(707) 425-5020
Steve.Acord@lfg.com

Steve Acord retired in 2016 as a Financial Planner and has left a great 41 year legacy to our people, practice and clients. Although, he is no longer a practicing Financial Planner or meeting with clients, he does come into the Fairfield Office on occasion and support the administrative staff.

Steve is keeping busy in retirement as an involved member of his community. He serves on the elder board at his church and participates in a weekly bible study group. Steve enjoys golf, reading, and spending time with his wife and grandchildren. Steve and his wife Sandi live in Fairfield.

 


Rod S. Acord, ChFC®,CLU®, CASL®, CRPC®

Financial Planner

CA Insurance Lic. #0B67575

(925) 659-0273
Rod.Acord@lfg.com

“My planning process is designed to help my clients organize and prioritize their financial matters and gain a better understanding of their options. This  process allows them to make informed decisions about their future.”

Rod Acord has been with Lincoln Financial Advisors since 1995 and has extensive experience helping clients make educated decisions regarding their finances. By addressing the growth, preservation, and distribution of their wealth, he sets his focus on helping to give his clients confidence in their financial future.

By first working to understand his clients, Rod is able to better analyze their current situation. This allows him to assist in establishing written goals and then develop creative design ideas to help address their objectives. He does this by taking into account both economic as well as emotional concerns. “My financial planning process is designed to help my clients organize and prioritize their financial matters and gain a better understanding of their options. This process allows them to make informed decisions about their future.” The key to his process is the commitment Rod and his team make to his clients to take the necessary steps to help achieve their written goals.

Rod holds a Bachelor of Science Degree in Business Administration from California State University, Long Beach. He has also earned the professional designations, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Chartered Advisor for Senior Living (CASL®) from The American College and Chartered Retirement Planning Consultant (CRPC®) from the College of Financial Planning.

Rod has been a board member for the Silicon Valley Chapter of The Society of Financial Service Professionals since 2001, serving as President for 2010/2011. He is also active with the Financial Planning Association, NAIFA, and Wardrobe for Opportunity. In his free time he enjoys activities outside and CrossFit. Rod resides in Morgan Hill with his wife, Andrea and daughters, Ava and Siena.

 


Martin Fong, ChFC®, CRPC®

Financial Planner

CA Insurance Lic. #0B61139

(925) 659-0338
Martin.Fong@lfg.com

Martin Fong has been a Registered Representative and Investment Advisor Representative of Lincoln Financial Advisors Corp. since 1995. His focus and expertise lies in guiding executives, hospital professionals and all retirees, who seek his advice, through the ever changing maze of retirement planning, estate planning and investment decisions.

Each client has their own unique financial needs. Martin is devoted to fully understanding his or her current financial situation, considering how the future will affect that situation, and focusing on designating objectives to meet each client’s needs and goals.

Martin is committed to making certain that good information, sound advice and a choice of solutions are provided. This process allows a client and their family to make informed decisions and reach the solutions that are best for their unique needs. Once deciding upon a financial direction, Martin often works with the client’s attorney and accountant in order to get a plan implemented. Providing this type of comprehensive planning has helped many clients get from where they were, to where they want to be, financially.

Martin holds a Bachelor of Science degree in Finance from the University of Southern California. He has also earned the professional designations, Chartered Financial Consultant (ChFC®), and Chartered Retirement Planning Consultant (CRPC®).

Martin is an active member of the Society of Financial Service Professionals, the Financial Planning Association, and Lincoln’s Chairman’s Council. He has also attained the respected title of Lifetime Member with Lincoln’s Resource Group.

The California Bay Area has been home to Martin all of his life. He grew up in San Leandro, currently resides in Danville, is married, and has 3 children, Taressa, Mason and Lila.

Giving back to the community, Martin donates his time and money to Wardrobe for Opportunity, an agency that provides professional clothing to people who are seeking employment and an opportunity to change their lives. He enjoys softball and hockey, playing the piano, and going to the theatre.

 


James Maxon, CRPC®

Financial Planner

CA Insurance Lic. #0G20140

(925) 659-0312
James.Maxon@lfg.com

"My goal is to help my clients maintain perspective, manage expectations,
and help ensure their plan remains consistent with their objectives."

James’ main objective for his clients is to help them make informed decisions regarding their finances through a comprehensive and holistic planning process. This process is designed to help his clients develop goals, mitigate potential risks, and implement solutions to help ensure they can maintain their independence and financial freedom throughout their lives, while also pursuing any charitable or legacy endeavors. Beyond the development of a long-term plan, James helps his clients maintain perspective, manage expectations, and help ensure their plan remains consistent with their objectives year after year.

James started his financial planning career in 2006, and joined Lincoln Financial Advisors in 2008. He obtained Bachelor’s Degrees in Economics and Business Administration from Pepperdine University and St. Mary’s College of CA. He has earned his Chartered Retirement Planning Counselor (CRPC ®) designation through the College for Financial Planning and is furthering his professional education through the American College as well as national industry and corporate training events. 

 


Jordan Murray, CFP®

Financial Planner

CA Insurance Lic. #0H08740

(925) 659-0270
Jordan.Murray@lfg.com

Jordan Murray is a fee-based financial planner who serves as a junior partner at Acord and Fong. Joining Acord and Fong in 2010, his practice focuses on providing his clients a comprehensive approach to help look around life’s corners and protect what is most important to our clients. He delivers objective advice centered on client’s goals, making sure the client’s and their families are protected and well positioned for success.

 


Shawn Liu

Financial Planner

CA Insurance Lic. #0I53138

(925) 659.0239
Shawn.Liu@lfg.com

Shawn Liu is a financial planner with Lincoln Financial Advisors. It is his passion to help others make wise financial decisions aligned with their goals to achieve their financial freedom.

He started his career in personal finance in 2012 after graduating from University of California, Davis with a BS in Managerial Economics. He now invests his time and effort on helping his clients build solid financial future.

At Lincoln Financial Advisors, we focus on comprehensive financial planning including retirement planning, investment planning, estate planning and business owner planning. Our model is to always serve in the best interest of our clients and to uncover coordination gaps and planning opportunities.

We have a patented process for analyzing where your financial picture stands today, then putting together a personalized plan that can help you prepare for future financial needs.

Shawn is committed to providing his clients, staff, and business associates with a service characterized by professional competence, articulate communication, responsibility, honesty and understanding.

 


Barbara Pfahlert, MBA

Office Manager

Fairfield Office

(707) 425-5020
Barbara.Pfahlert@lfg.com

Barbara’s primary areas of responsibility include: organizing client meeting follow up, coordinating client seminars and events, managing the Fairfield office and processes and providing client service support. Barbara holds a MBA degree from National University as well as a BSA degree in Management Information Systems from The University of Michigan-Dearborn. She loves spending time with her family, including golden retriever named Waylon; she also enjoys doing Pilates and serving at church.

 


Lea Smith

Planner Assistant

San Ramon Office

(925) 659-0209
Lea.Smith@lfg.com

As the Client Relations Manager for the Acord Team, one of Lea’s roles is providing 5 Star Client Service by keeping clients’ needs at the center of her focus. When a client has a concern or needs help, she is one of the “go-to” team members for getting assistance. Lea also keeps in touch with our clients by coordinating annual reviews with our financial planners. When you need a “check-up appointment” Lea is the one to call. She has been with the Acord Team for over ten years. In her free time, she enjoys travelling and spending time with her family and friends, especially her four grandchildren all under the age of 5.

 


Carolyn Skinner

Practice Manager

Fairfield Office

(707) 425-5020
Carolyn.Skinner@lfg.com

Carolyn is the para planner in the Fairfield office. Her primary role is assisting in the financial planning processes and ongoing client services. She also provides the Acord Team new business support in retirement plans, individual investments and life insurance. Carolyn holds a BS degree with a concentration in Accounting from Sacramento State University. She also holds her FINRA series 7 license and a CA Life Insurance license. Outside the office, Carolyn loves spending time with her family and friends and serving at her church.

 


Joy Rounsavall

Planner Assistant

Fairfield Office

(707) 425-5020
Joy.Rounsavall@lfg.com/p>

Joy is the Planner Assistant for the Fairfield office. She greets our clients with warm hospitality, prepares for client meetings and gives customer service. She graduated from Oklahoma Baptist University with a bachelor’s degree in Elementary Education. Outside the office, Joy enjoys spending time with her husband and three kids, scrapbooking and singing at her church.

 


Lelanie Beltran

Business Processor

San Ramon Office

(925) 659-0335
Lelanie.Beltran@lfg.com

Lelanie is the Business Processor for the San Ramon office. As Business Processor some of her responsibilities include preparing new business paperwork for client meetings, establishing new client investment accounts, and following up to make sure accounts are open and funded. She also processes insurance applications and distribution requests. In her free time, she enjoys working out, hiking, going to new restaurants, and baseball games.

 


Jennifer Zednick

Planner Assistant

San Ramon Office

(925) 659-0337
Jennifer.Zednick@lfg.com

Jennifer is the Planner Assistant for the San Ramon office.  As the Planner Assistant, some of her responsibilities include scheduling and confirming appointments, preparing letters and documentation, as well as coordinating meetings and workshops.  In her free time, she enjoys hiking, running, going to the gym and spending time with her son.

 


 

Local Advisory Team

Thomas P. Christensen, CFP®, CRPC® – Director of Planning 

Jon J. Lee, CFP®, ChFC® – Director of Planning 

 


 

Advanced Planning Advisory Board

Tim Johnson, JD*, CRPC® -Chief Investment Strategist

Rob Studin, JD* – Executive Director of Financial Advisory Services

Nasser Ali, CFA®, CFP®, CRPC® – Director of Financial Advisory Services

Diana Parker, CFP®- Director of Planning

Derek Ferriera, CFP®, CFS®, CLU®, REBC®- Prestige Planner

A National Network of Financial Professionals and Resources