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Our Team

Richard Weinerman
Financial Planner

Nasser Ali, CFA®, CFP®, AAMS®, CMFC®, CRPC®
Director of Financial Advisory Services

Robert E. Appel, J.D.*, LL.M., M.B.A.
Second Vice President of National Design/Advanced Planning

Jeffrey Cohen, CFP®
Member of Registry of Financial Planning Practitioners, Prestige Planner

 

James Gasparotto
Regional Director

Ben T. Huddle, CFP®, M.B.A., CRPC®
Director of Financial Advisory Services

Timothy S. Johnson, J.D.*, CRPC®
Chief Investment Strategist

Russell G. Jones
Executive Director, Sagemark Consulting Private Wealth Services

 

Dianna Parker, CFP®
Director of Planning

Douglas B. Richmond
Director, Sagemark Consulting Private Wealth Services

Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®
National Design/Advanced Planning Attorney

 

Mary T. Young, ChFC®, CRPC®, CFP®
Director of Financial Advisory Services