Lincoln B. Erhard

Lincoln B. Erhard is a seasoned financial professional currently serving as a Financial Advisor at Baystate Financial since June 2024. Prior to this role, Lincoln held the position of Director, Planning for Private Wealth at The Smith Companies / Capitas Financial from February 2012 to June 2024. Additional experience includes roles as an Internal Wholesaler at Sun Life Financial and Pacific Life Insurance Company, and as a Senior Sales Coordinator and Life Brokerage Contracting Representative at John Hancock Life Insurance Company (U.S.A.) between June 2005 and June 2008. Lincoln earned a Bachelor of Arts degree from Roanoke College, having attended from 2000 to 2004, and graduated from North Yarmouth Academy in 2000.