Kei K. Lincoln, CFP®

Professional

Kei Lincoln, CFP®, is a dedicated Client Service Associate at Kathmere Capital Management, where she plays a key role in supporting the advisory team led by Nicholas Olesen. With over 18 years of experience in the financial services industry, Kei is known for her deep commitment to client care and operational excellence. She works closely with clients to ensure a seamless wealth management experience, guiding them through complex processes and helping to execute financial strategies with precision and compassion.

Kei earned her degree in Business Management and Political Science from Rhode Island College and later advanced her education in Financial Planning at Bryant University. As a CERTIFIED FINANCIAL PLANNER™ professional, she brings a high level of technical expertise and a client-first mindset to her work. Whether coordinating detailed financial plans or managing client service operations, Kei is instrumental in helping clients feel informed, confident, and supported in every stage of their financial journey.

Personal

In addition to her professional work, Kei is deeply committed to giving back to her community. She volunteers with organizations including Big Sisters of Rhode Island and the Tomorrow Fund for Children with Cancer, dedicating time and energy to causes that make a meaningful impact. Outside the office, Kei enjoys traveling, reading, bike riding, and hiking with her husband and their two dogs.