R. Thad Lincoln

R. Thad Lincoln


Thad started his financial services career in 1996 as a registered representative with New York Life Insurance Company and shortly thereafter became an investment advisor representative with Eagle Strategies, LLC., a wholly owned subsidiary of New York Life.

During his time at New York Life, Thad was a member of the Nautilus Group, an invitation only organization for elite New York Life agents. He received numerous awards while at New York Life including: Annuity Champion 1998 & 2002-2012, Life All-star, 2008 & 2009, Senior Associate of the Year, 2009 West Central Zone VP, GLI Leader, Life Leader, and Life Premium Leader. He was also a multi-year New York Life Council Member.

Thad founded Retirement Concepts Group in 2005 to complement his business efforts and emphasize his unique abilities in the retirement planning market. He is a qualifying and life member of Million Dollar Round Table (MDRT) which is recognized internationally as the standard for sales excellence for life insurance financial services professionals.

Thad was deeply honored to be elected by his industry peers to serve as the 2013-2014 President of the National Association of Insurance and Financial Advisors' (NAIFA) Missouri Chapter.  NAIFA is an organization which represents the interests of insurance and financial professionals throughout the United States.  He has held other offices including: NAIFA Heart of America President 2003-2005, State Secretary Treasurer, Young Advisors Team State Chair, National Advisors' Committee member and has been a Greater Kansas City Young Advisors' Committee Board Member.  Thad was a recipient of the prestigious Herbert A. Hedges Award, given to NAIFA members recognizing outstanding dedication to industry, community, church and family.

Today Thad serves as president of Retirement Concepts Group, LLC where he uses his knowledge and expertise to assist his associates in creating sustainable wealth for their clients.

Benedictine College - BA Economics
*Inducted into the Benedictine College Raven Athletic Hall of Fame as a member of the 1992 Men's Football Team 

Life, Accident, & Health. Series 6, 63, 65, 7, 24

Qualifying and Life Member MDRT – 2017 Court of the Table & Top of the Table Member

2016 Woodbury Financial Services, Inc. Eagle Circle - Gold Qualifier & Zenith Qualifier 

2016 Penn Mutual Golden Eagle Qualifier

Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year.  Qualified individuals must pay a membership fee in order to participate.  Sales amounts are independently verified by the MDRT organization through certified letters.  Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year.  This recognition is not representative of any investment performance or returns.

Third-Party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results.  These ratings should not be construed as an endorsement of the advisor by any client nor are the representative of any on client's evaluation.  This award is based on sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients.

Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and registered investment advisor.  Insurance offered through Retirement Concepts Group, LLC, and is not affiliated with Woodbury Financial.

Phone 816-702-8300
Fax 816-702-8398