Lincoln National Enhances Leadership with Key Appointments to Drive Growth and Innovation
- Lincoln Investment Planning appointed Jason Estes as Chief Information and Technology Officer to enhance technology and client engagement.
- Dan Alexander becomes Chief Business Development Officer to drive revenue growth and expand Lincoln’s market presence.
- Estes and Alexander's leadership aims to strengthen Lincoln’s capabilities and adapt to evolving financial industry demands.
Lincoln Investment Planning Strengthens Leadership with Key Appointments
Lincoln Investment Planning, LLC makes significant strides in its strategic direction by appointing Jason Estes as Chief Information and Technology Officer and Dan Alexander as Chief Business Development Officer, effective July 28, 2025. These appointments are part of Lincoln’s commitment to enhancing its technology infrastructure and expanding its market presence within the financial services industry. Estes brings over two decades of experience in IT and digital innovation, previously serving as Chief Information and Digital Officer at First Command Financial Services, where he led transformative modernization initiatives. His track record in implementing cloud-native architecture and agile development operations positions him to spearhead Lincoln’s technology strategy, aiming to bolster platform reliability and improve client engagement.
In his new role, Estes emphasizes the importance of leveraging technology to serve financial professionals and their clients effectively. He recognizes Lincoln's dedication to providing top-tier service and is enthusiastic about the opportunity to lead digital transformation initiatives that align with the company’s long-term vision. By focusing on innovative solutions, Estes aims to enhance the firm's operational capabilities and client interactions, which can drive competitive advantage in an increasingly digital financial landscape.
Complementing Estes's technological focus, Dan Alexander steps into the Chief Business Development Officer role with a clear mandate to drive revenue growth and expand Lincoln’s network of financial professionals. Alexander's responsibilities center around formulating competitive strategic plans and increasing the firm's branch presence, enabling it to capture a larger share of the market. His extensive experience in business development will be instrumental in positioning Lincoln as a leader in the financial services sector, ensuring that the firm remains agile and responsive to the evolving needs of its clients.
In addition to these leadership changes, Lincoln Investment continues to adapt its offerings to meet the dynamic demands of the financial industry. The appointments of Estes and Alexander signal a proactive approach to navigating the complexities of digital transformation and market expansion. Their combined expertise is expected to generate new opportunities for Lincoln, strengthening its capabilities and enhancing client satisfaction.
These developments arrive at a critical time for Lincoln Investment, as the financial services landscape undergoes rapid changes driven by technological advancements and shifting client expectations. The leadership team's focus on innovation and growth reflects Lincoln’s commitment to maintaining its competitive edge in a challenging market.