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Contact Us

The West Division of Lincoln Financial Advisors is led by William Fortner and is headquartered in San Ramon, California.


For support staff opportunities, contact:

Paisley Huntoon, Director of Operations

For internship opportunities, contact:

Lisa Stackpole, Assistant to Bill Fortner, Vice President-West Division

For general questions or if you don’t know who to call, contact:

Mai-Han Shultz, Relationship Management Director


Our division spans to Alaska in the north,Texas in the south, Colorado in the east, and all the way to the PacificOcean in the west.


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