Sagemark Private Wealth Services
440 W. Front St., Suite One
Traverse City, MI 49684
231.668.4147
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National Planning Team

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.
  • BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.
  • *Licensed, not practicing.

 

 

 


 

Jeffrey Cohen, CFP®

Member of Registry of Financial Planning Practitioners, Prestige Planner

  • Quoted in many national publications and has been a guest lecturer for several national organizations.
  • Inducted into the 1999 edition of International Who's Who of Professionals.

 

 

 

 

 


 

Ben T. Huddle, CFP®, MBA, CRPC

Director of Financial Advisory Services

  • 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.
  • Masters in Business Administration for The University of Houston and a Bachelor's degree in Industrial Management from Purdue University. National speaker/trainer for Lincoln Financial Advisors.

 

 

 


 

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 1981 and graduated from Vanderbilt University School of Law. Holds a FINRA Series 7 registration.
  • *Not practicing.

 

 

 

 


 

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.

 

 

 

 


 

Dianna Parker, CFP®

Director of Planning

  • Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.
  • Summa cum laude, Master's degree graduate from Southern Methodist University.

 

 

 

 


 

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 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.

 

 

 


 

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

National Design/Advanced Planning Attorney

  • BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.
  • 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.
  • *Licensed, not practicing.

 

 

 


 

Randy P. Siller, CPA*, CIMA, CRPC, MST

Prestige Planner

  • Recognized for contributions to two widely acclaimed books, and has been quoted in many national publications.
  • Graduated with honors from University of Connecticut with a major in accounting and minor in finance; is a Certified Continuing Education Instructor for CPAs in New York and Connecticut.
  • *Licensed, not practicing.

 

 

 


 

Mary T. Young, ChFC®, CRPC, CFP®

Director of Financial Advisory Services

  • Areas of expertise: Helping to evolve Lincoln' Financial Advisors financial planning process; helping to enhance the proprietary financial software as well as the national financial plan template and sales themes; and managing the third-party relationships as they relate to the national planning team.
  • Bachelor's degree from The University of Connecticut, with a major in Finance and a minor in Accounting.