Bob Appel, J.D.*, LL.M., MBA
VP of National Design / Advanced Planning Attorney
Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®
VP of National Design/Advanced Planning Attorney
Julia Santullano, J.D.*
Director of Financial Planning
Barbara Phipps, JD*, CBEC®, CRPC®
Sr. Consultant, Intellectual Capital, National Planning Institute
Russell G. Jones, CFP®
Executive Director, Sagemark Consulting Private Wealth Services
Timothy S. Johnson, J.D.*, CRPC®
Chief Investment Strategist
John Schatz, CRPC®
Investment Committee Member
Wiley Moody
Investment Committee Member
Fred Fedorowich, CFP®, CRPC®
Director of Planning
Aaron Huntoon, MBA, CRPC®, CBEC®
Director of Planning
Mary Young
Director of Financial Advisory Services
Jane Johnson, CFP®
Director of Financial Advisory Services
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.