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Financial Planners

Bradford Byrns, CFP®

Financial Planner

Phone

925.786.7612

Email Address

Brad.Byrns@lfg.com

Bradford Byrns is a Financial Planner with Spectrum Wealth Partners. He is affiliated with Sagemark Consulting/Lincoln Financial Advisors Corporation’s broker/dealer and registered investment advisory office in Northern California.

Brad’s practice specializes in working with individuals and business owners on their planning needs, and focuses on estate planning, investment planning, retirement planning, and business ownership planning. By developing quality relationships with his clients, Brad is able to provide them with coaching and guidance through their ever-changing life situations.

Brad delivers objective, strategic, and prudent advice to help his clients accumulate, retain, and transfer wealth. Lincoln Financial Advisors’ “Serve First” philosophy and Brad’s commitment to his client relationships has fostered the growth of his clientele.

“The Serve First philosophy means that we must approach our clients with all the human understanding possible and with only one desire: the desire to do the best job we can for that client.”

Brad is an involved member of his local community, including coaching youth soccer and being active in the Regional Young Professionals Group. Brad earned a B.A. degree in Economics from San Diego State University and is licensed to work in California and Nevada.

 

Mike Lemas

Financial Planner

Phone

925.659.0202

Email Address

Mike.Lemas@lfg.com

Mike Lemas joined the team in 2013 after finishing his college education at California State University, East Bay, where he earned a B.S. degree in Economics.

 

 

 

 

 

James Hayes

Financial Planner

Phone

925.208.9352

Email Address

James.Hayes@lfg.com

James believes in providing quality financial planning and education for clients in all aspects of life. Whether someone is just starting out with their first career or enjoying the fruits of years of hard work, he helps clients make sense of all their different options by educating them on how they can benefit from taking action.

He helps clients understand their entire financial picture, incorporating the key pieces of a sound financial plan:

  • Budgeting & Cash Flow
  • Investments
  • Financial Independence
  • Risk Management
  • Estate Distribution

Spectrum Wealth Partners is dedicated to helping clients create a custom plan tailored to meeting their personal goals and objectives. In line with this dedication they work to complement and coordinate with the services of the clients’ other advisors.

James is a graduate of Saint Mary’s College of California with a Bachelor of Science in Accounting, and minor in Business Administration. He is an avid runner, and can often be found either coaching or following his alma mater, the Saint Mary’s Cross Country and Track teams as they compete around the country. He also spends much of his free time volunteering at local schools, teaching students and families the basics of financial literacy.

 

David Wood, ChFC, CLU

Financial Planner

Phone

707.578.4535

Email Address

David.Wood2@lfg.com

David Wood, a Financial Planner with Spectrum Wealth Partners, is affiliated with the broker-dealer and registered investment advisory office of Sagemark Consulting/Lincoln Financial Advisors Corporation and has been delivering financial advice since 1995. He believes in and adheres to the “Serve First, Last and Always” philosophy of the Lincoln Financial Network.

Education is extremely important and he has attained the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College in Bryn Mawr, PA.

He is also an advocate for educating clients in areas that are important to them such as wealth accumulation, risk management, estate planning and retirement planning. He helps clients implement strategies to accumulate, protect and distribute their wealth effectively and efficiently through objective and prudent advice. The comprehensive planning process is essential to helping clients meet their goals and objectives.

Health and fitness has always been important to David. He holds a Bachelors Degree in Exercise Science from the University of Southern California. Although his focus is now on financial fitness, David retains his love of triathlons and is an ironman finisher.

David resides in Santa Rosa, CA and is very active with his two children. Baseball is a passion of his and through his commitment, David volunteers his time with the local little league as a board member and as the Sponsorship Director. He also enjoys an occasional round of golf.