Broker Check

Team

We drew together the most knowledgeable and talented individuals throughout our organization nationally when we orchestrated the establishment of our Sagemark Consulting Private Wealth Services division. These individuals stand out in our industry for their experience, reputation and results. Here are just some of the resources on our Sagemark Consulting Private Wealth Services team:

 

Rob Sesich is a Select Member of Sagemark Consulting Private Wealth Services, a preeminent group of financial planners within Lincoln Financial Advisors Corp. who have prodigious experience in wealth management, business continuity,...

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Lil Peterson

Assistant to Robert M. Sesich

Lil Peterson provides administrative and client support for Rob Sesich and other advisors within the El Paso Lincoln Financial Advisors office including Bob Heasley, John Wedel, and Mark Heath. She plays a key role in keeping our...

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John W. Schatz, CRPC

Director of Financial Planning

John Schatz joined Lincoln Financial Advisors in 2000. John is currently a Director of Financial Planning. John not only works with planners within his offices, but also nationally with planners and managers throughout the Lincoln...

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Mark Heath, CFP®, MBA

Financial Planner

With over 11 years as a planner in private practice, Mark’s expertise includes a broad knowledge of complex estate planning, business succession planning, and retirement planning concepts. He spends most of his time developing and...

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

Director of Financial Advisory Services

Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland.

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

Second Vice President of National Design/Advanced Planning

Member of the American and Connecticut Bar Associations.

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Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

Primary area of expertise is developing key concepts and strategies for the high net worth market.

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Timothy S. Johnson, J.D.*, CRPC

Chief Investment Strategist

Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management. BA in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law.

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Dianna Parker, CFP®

Director of Planning

Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts.

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

National Design/Advanced Planning Attorney

Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.

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Douglas B. Richmond

Director, Sagemark Consulting Private Wealth Services

Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.

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Robert A. Studin, J.D.*, CPA*, CFP®, CLU®, CRPC, ChFC®

Executive Director, Financial Advisory Services

Responsible for the delivery of wealth management and financial planing services on a national basis.

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Mary T. Young, ChFC®, CRPC, CFP®

Director of Financial Advisory Services

Areas of expertise: 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.

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