Meet Our Planning Team

 

  • Douglas B. Richmond, CBEC®

    Director Sagemark Consulting Private Wealth and NPI Advisor Development

  • Robert E. Appel, J.D.*, LL.M., M.B.A.

    Second Vice President of National Design/Advanced Planning

  • Fred Fedorowich, CFP®, CRPC®

    Director of Planning

  • Aaron Huntoon, MBA, CRPC®, CBEC®

    Director of Planning

  • Christopher Fromm, ChFC®, CFP®, CBEC®

    Director of Planning

  • Jane Johnson, CFP®

    Director of Planning

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

    Assistant Vice President, National Design/Advanced Planning Attorney

  • Julia Santullano, JD*

    Director of Planning

  • Timothy S. Johnson, J.D.*, CRPC®

    Chief Investment Strategist

  • Russell G. Jones

    Executive Director, Sagemark Consulting Private Wealth Services

  • Ben T. Huddle, MBA, CFP®, CRPC®

    Director of Financial Advisory Services

  • Mary Young

    Director of Financial Advisory Services