Lincoln Anderson joined UPAL in 2025. He has 17+ years of experience in financial analysis, portfolio management, and client communications. Lincoln was awarded his Master of Business Administration from the University of Arkansas at Little Rock and his Bachelor of Arts in Government from The University of Texas at Austin.
Lincoln has extensive experience managing complex financial portfolios and creating comprehensive financial reports for retail and business clients. During his tenure at AmeriTrust Investment Advisors, he managed portfolios totaling $240 million and established robust compliance mechanisms to ensure adherence to regulatory requirements. As a Financial Advisor with Edward Jones and LPL Financial, he prepared detailed annual review packets and communicated complex financial concepts and investment strategies to a diverse client base.
Lincoln brings strong analytical skills in credit analysis, risk assessment, and financial modeling to UPAL’s membership. He works closely with clients to develop investment strategies aligned with their goals and will continue to provide comprehensive financial guidance as they plan for and move through retirement. Lincoln is a Chartered Financial Analyst® and former Secretary of the CFA Society of Oklahoma.
Lincoln moved to Tulsa in 2008. He is an avid pickleball player and enjoys spending time with his wife and two daughters.
