Broker Check

Team

 

William Fortner

Vice President- West Division

925-659-0390

Bill Fortner has been associated with the financial services industry for the past 25 years. Prior to joining Lincoln Financial Advisors in 2013, he was affiliated with MetLife National Accounts as a Regional Sales Vice President,...

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Nathan Truax

Regional Director- Southern California

949-660-0661

949-756-2624

Nathan is the Southern California Regional Director for Lincoln Financial Advisors/Sagemark Consulting. With over 15 years of experience in the areas of tax efficient investing, business owner planning, estate planning and retirement...

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Jonathan Lee CFP®, ChFC®

Director of Planning- West Division

(925) 659-0309

(925) 275-0999

As a Director of Planning for Lincoln’s National Planning Department, Jon is the primary planning contact for the Pacific Southwest RPG and the California Fringe Benefit RPG.

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Rick works with the owners of successful closely held businesses, as well as other high net worth individuals and families. His clients achieve a sense of confidence because together they create a comprehensive financial plan based on...

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Krystian Cieplucha, CFA

Private Wealth Advisor

949-660-0661

949-756-2624

Krystian advises business owners and high net worth clients on wealth management and comprehensive financial planning. Clients benefit from the development of a coordinated strategy that is aligned with their goals and values,...

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Jack Kaewpalug has earned the CERTIFIED FINANCIAL PLANNER(TM) Practitioner certification and has been affiliated with Sagemark Consulting for over 23 years. Jack has built a loyal clientele of successful business owners, executives,...

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Kyle found Sagemark as a client in 2002, when he was a live event production manager & video engineer. However in 2008, his parents were both stricken with illnesses that caused him to leave his career in production to provide...

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Brian Martin

Financial Planner

949-660-0661

949-756-2624

Over 25 years ago, Brian joined the financial services profession as someone enthusiastic about the stock market. Years of experience later, he is passionate about helping people take complex ideas and...... 

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Paul Vann

Financial Planner

949-474-6828

949-756-2624

Paul Vann specializes in developing and implementing protection strategies, wealth accumulation strategies and conservation strategies for business owners, professionals and families. As a Private Wealth Services Planner, Paul...

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Mary Anne Schultz

Business Operations Manager

949-660-0661

949-756-2624

Mary Anne has been with the firm for over 30 years and is a tremendous resource for our advisors on a myriad of topics. She works closely with the home office and local team to ensure the office is meeting the highest standards of...

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Lupe Diaz

Director of First Impressions

949-660-0661

949-756-2624

Lupe is responsible for welcoming our clients, managing our conference rooms and assisting our leadership team with various initiatives. Vanna is also responsible for ensuring our clients receive a "white glove experience" from start...

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

Director of Financial Advisory Services

949-660-0661

949-756-2624

In his prior role, Nasser was a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. He has a B.S.. in Finance from the University of Maryland. He is a member of the Association of...

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

National Design/Advanced Planning Attorney

949-660-0661

949-756-2624

Bob's been listed in numerous editions of Who’s Who (including Who’s Who in American Law & Who’s Who in the World). He is a member of the American & Connecticut Bar Associations. He holds a degree (Accounting & Finance) from Central...

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Derrick works thousands of cases and financial plans through multiple designs sessions before the appropriate options are presented. He is a graduate of Cal Poly State University, San Luis Obispo. He is a board member of the Society...

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Joseph Flynn, J.D.*

Design Attorney

949-660-0661

949-756-2624

Primary areas of expertise are advising Lincoln financial planners and their clients on a wide variety of estate planning and business succession issues with a particular emphasis on family owned business. Joseph is a graduate of Yale...

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Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

949-660-0661

949-756-2624

Primary of expertise is developing key concepts and strategies for the high net worth marketplace. Russ is a main platform speaker at the annual conference of International Association of Financial Planning and Allied Jewish...

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Timothy S. Johnson, J.D.*

Chief Investment Strategist

949-660-0661

949-756-2624

Tim's areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management. His has specialized in debt, convertible and risk arbitrage analysis and trading, as well as municipal finance....

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Ben T. Huddle, CFP®, MBA, CRPC

Director of Financial Advisory Services

949-660-0661

949-756-2624

Ben's 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. He has a Masters in...

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Dianna Parker, CFP®

Director of Planning

949-660-0661

949-756-2624

Her primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. She frequently hosts a variety of nationally disseminated educational sessions focused on tax...

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Mary T. Young, ChFC®, CRPC, CFP®

Director of Financial Advisory Services

949-660-0661

949-756-2624

Mary's areas of expertise include 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; and managing the third-party...

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