Lincoln Investment and Capital Analysts Form CRS ▪ Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com. IMPORTANT: Electronic mail sent through the Internet is neither secure nor assured to be delivered on a timely basis. We strongly recommend that you do not send confidential personal information, such as social security numbers or account numbers, to us via electronic mail. Do not send time-sensitive or action-oriented messages to us via electronic mail. Unsolicited instructions to “buy” or “sell” a security or to conduct any other financial transaction may not be honored.

Together We Are —Better

We are stronger together: together with family, together with clients, together in business. As Pat Summit, former Head Coach of Tennessee Women's Basketball, put it, "Teamwork is really a form of trust. It’s what happens when you surrender the mistaken idea that you can go it alone and realize that you won’t achieve your individual goals without the support of your colleagues.”

This is a core value of FNA: teamwork, which aligns with our keystone principle of Integrity. Integrity is vital to our success because everyone striving to do the right thing fosters a culture of honesty and trust that is essential to our office and the work we do. The work that our clients entrust us to perform —to perform in their best interests.

The Work Team

FNA is fortunate to have some talented, hard-working individuals in the house. We’re a small team that cooperates more like family. This aspect of our culture was built top-down.

We check each other and try not to take ourselves too seriously. However, we are very serious about taking care of our clients.

Perhaps the sentiments of one of our senior members capture the collective mindset of the whole team: “One of my favorite parts of working at FNA Wealth Management is building genuine relationships with our clients —helping them not only to feel confident in their financial journey, but excited about their future. Every day brings something new, whether it’s celebrating a milestone with a family or untangling a financial puzzle. I love being part of a group that’s passionate, forward-thinking, and truly invested in making a difference.”

Well said, senior member Here’s a snapshot of our people, in order of appearance:

  • Joe Randazzo, JD/CFP® / with FNA forever
  • Beth Smith, Client Services Director / 2010 ⤍
  • Bill Matejka, AAMS® / 2010 ⤍
  • Jonathan Mistofsky / 2014 ⤍
  • Amy Williams, Client Services / 2019 ⤍
  • Jenny Haney, Client Services Director / 2021 ⤍
  • Kristin Kane, Client Services Associate / 2022 ⤍
  • Dana Randazzo, Program Manager / 2023 ⤍
  • Tyler Lakatos, Investment Res. Asst. / 2024 ⤍

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Kindly note that the information and content provided on this website does not constitute professional advice. Although we do our best to keep everything on this site correct and up-to-date, we do not guarantee the completeness or accuracy of any information provided on this website. Improvements and/or changes in the products, services and/or programs described on this website may be made at any time without notice. We must also advise that hypertext links to other websites do not constitute an endorsement, nor do we guarantee any information provided by those sites.

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