8055 E. Tufts Avenue, Suite 1400
Denver, CO 80237
ph: 303.793.9370
toll free: 800-545-0333
fax: 303-793-9382
You Can Flip The whole Page , it's a new Advertising Technique invented by Flippy

National Team

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.
  • Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's Annual Estate Planning Forum, GAMA International's LAMP meeting, and numerous technical and internal Lincoln business management sessions.

 


 

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.
  • Experienced in developing relationships with property and casualty, private banking and stock brokerage representatives, as well as catering to the needs of business owners and individuals who want to address their wealth preservation and estate planning needs.

 


 

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.
  • Member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. Published an article in the Encyclopedia of World Terrorism entitled, "The Impact of 9/11 on the Global Economy."

 


 

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

Second Vice President of National Design/Advanced Planning

  • Member of the American and Connecticut Bar Associations.
  • B.S. degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; M.B.A. (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.

 


 

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. Holds a Series 7 registration.

 


 

William D. Wright

Director of Sagemark Private Wealth Services

  • Primary areas of expertise are agri-business succession and estate planning,  includng multi-generational plans for family farms and agri-businesses.
  • Provides coaching and mentoring to select members of Sagemark Consulting Private Wealth Services, who provide comprehensive planning services to business owners nationwide.