18400 Von Karman,
A famous General, who later became the President of our great nation, once told us “Plans are worthless, but planning is everything.” He knew the real point of planning, in our case Financial Planning, is the process, not the plan itself.
We believe people get carried away with the idea that financial planning is a huge, complex task. In fact it can be very simple.
Our goal is to help you achieve your goals, by making things simple.
President, Financial Planner
Dallas has been a financial planner for over 27 years. He is the principal of his firm and is affiliated with Sagemark Consulting Private Wealth Services*. He is a member of the San Bernardino County Estate Planning Council, on the...
VP, Lincoln Financial Intellectual Capital
Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, compliance-related business and technical review of sales and marketing materials.Education: Juris Doctor degree from...
Director of Planning
AVP, Lincoln Financial Planning Operations
Areas of expertise: Estate, retirement, investment, and business succession plans.Education: Bachelor of Arts degree from The College of William and Mary. Member of the Northeast Florida Estate Planning Council.
Director of Financial Advisory Services
Regional Director of Advisor Development, Southern Division
Chief Investment Strategist
Executive Director, Sagemark Consulting Private Wealth Services
Areas of expertise: Key concepts and strategies for the high net worth market.Education: St. Lawrence University. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish...
Assistant Vice President, National Design/Advanced Planning Attorney
AVP, Lincoln Financial Planner Resources
Areas of expertise: High net worth estate distribution strategies, senior executive compensation, tax return analysis, and retirement planning.Education: Bachelor’s degree from University of Connecticut with concentrations in...