Sagemark Consulting Team

Nasser Ali
 

Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC

Director of Financial Advisory Services

 949-660-0661

949-756-2624

In his prior role, Nasser was a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. He has a B.S.. in Finance from the University of Maryland. He is a member of the Association of...

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Robert E. Appel
 

Robert E. Appel, J.D.* , LL.M., MBA

National Design/Advanced Planning Attorney

 949-660-0661

949-756-2624

Bob's been listed in numerous editions of Who’s Who (including Who’s Who in American Law & Who’s Who in the World). He is a member of the American & Connecticut Bar Associations. He holds a degree (Accounting & Finance) from Central...

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Donna L. Rowan
 

Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

National Design/Advanced Planning Attorney

 949-660-0661

949-756-2624

Donna's expertise is in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. She is a Member of the Connecticut and American Bar Associations. She has a BA degree in English from State...

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Derrick Ferriera
 

Derrick Ferriera, CFP®, CFS, LUTCF, AMTC, REBC®, CLU®

Prestige Planner

 949-660-0661

949-756-2624

Derrick works thousands of cases and financial plans through multiple designs sessions before the appropriate options are presented. He is a graduate of Cal Poly State University, San Luis Obispo. He is a board member of the Society...

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Joseph  Flynn
 

Joseph Flynn, J.D.*

Design Attorney

 949-660-0661

949-756-2624

Primary areas of expertise are advising Lincoln financial planners and their clients on a wide variety of estate planning and business succession issues with a particular emphasis on family owned business. Joseph is a graduate of Yale...

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Kathy Faulkner Hartin
 

Kathy Faulkner Hartin, M.B.A, CPA, CFP®

Director of Planning

 949-660-0661

949-756-2624

Kathy is a published author and experienced lecturer; serves as Academic Program Director for and teaches at Rice University's CFP program. She is a member of the Houston Chapter of CPA's, the Houston Chapter of FPA's and Board Member...

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Rich E. Austin
 

Rich E. Austin, J.D.*, LL.M., CRPC

Director of Financial Advisory Services

 949-660-0661

949-756-2624

Rich's primary area of expertise is advising high net worth clients, with an average net worth of $10M or more on investment, estate, charitable and business owner planning alternatives. He has conducted numerous seminars for financial...

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Russell G. Jones
 

Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

 949-660-0661

949-756-2624

Primary of expertise is developing key concepts and strategies for the high net worth marketplace. Russ is a main platform speaker at the annual conference of International Association of Financial Planning and Allied Jewish...

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Gregory W. Butler
 

Gregory W. Butler, ChFC®, CLU®, CHFC®

Director of Financial Advisory Services

 949-660-0661

949-756-2624

Areas of expertise include comprehensive financial planning, estate and business owner planning and employee benefits. Greg is a graduate of Central Connecticut State University with a B.A. in Economics. He has served on the Board of...

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Timothy S. Johnson
 

Timothy S. Johnson, J.D.*

Chief Investment Strategist

 949-660-0661

949-756-2624

Tim's areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management. His has specialized in debt, convertible and risk arbitrage analysis and trading, as well as municipal finance....

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Ben T.  Huddle
 

Ben T. Huddle, CFP®, MBA, CRPC

Director of Financial Advisory Services

 949-660-0661

949-756-2624

Ben's areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes. He has a Masters in...

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Dianna Parker
 

Dianna Parker, CFP®

Director of Planning

 949-660-0661

949-756-2624

Her primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. She frequently hosts a variety of nationally disseminated educational sessions focused on tax...

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Mary T.  Young
 

Mary T. Young, ChFC®, CRPC, CFP®

Director of Financial Advisory Services

 949-660-0661

949-756-2624

Mary's areas of expertise include helping to evolve Lincoln’s national planning process; helping to enhance the proprietary financial software as well as the national plan template and sales themes; and managing the third-party...

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