Our Team

 
  • James A. Longo, Jr., CPA*, PFS™, CFP®, CRPC

    Financial Planner

  • Nicole Zabel

    Case Manager

  • Ben T. Huddle, MBA, CFP®

    Director of Financial Advisory Services

  • Mary Young

    Director of Financial Advisory Services

  • Jane Johnson, CFP®

    Director of Financial Advisory Services

  • Timothy S. Johnson, JD*, CRPC®

    Chief Investment Strategist

  • Diana Parker, CFP®

    Director of Planning

  • Russell G. Jones

    Executive Director, Sagemark Consulting Private Wealth Services**

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

    Director of Planning

  • Robert Appel, JD*, LL.M, MBA

    Vice President, National Design

  • Fred Fedorowich, CFP®, CRPC®

    Director of Planning

  • Aaron Huntoon, MBA, CRPC®, CBEC®

    Director of Planning

  • Donna Rowan, JD*, LL.M, CLU®, ChFC®

    Assistant Vice President, National Design

  • Julia Santullano, JD*

    Director of Planning