2200 Georgetowne Drive
In 2013 Nic started his independent financial planning practice with FamilyWealth Management Group, leveraging over five years of training and experience with one of the five largest banks in the United States. As a CERTIFIED FINANCIAL...
Kelly joined Family Wealth Management Group, LLC (“FWMG”) in 2010 and after completing her advanced education working in Lincoln’s National Planning Department, she quickly became an integral part of the overall FWMG...
Director of Financial Advisory Services
Director of Planning
John joined Lincoln Financial Advisors in July of 1999. He provides a depth of understanding and experience in wealth accumulation, preservation and distribution planning disciplines. In 2004, John obtained his CFP® certification...
Executive Director, Financial Advisory Services
Robert Studin is the Executive Director of Financial Advisory Services for Lincoln Financial Advisors/Sagemark Consulting. He has been with Lincoln since 1994. Prior to joining Lincoln, Rob was a Partner with Berk, Patterson, PC,...
Second Vice-President of National Design/Advanced Planning Attorney
Bob is Second Vice President of National Design/Advanced Planning. Bob joined Lincoln National Life Insurance Company in January 1998, as a result of the Connecticut General Life Insurance Company acquisition. Prior to joining...
Chief Investment Strategist
Tim is Chief Investment Strategist for Lincoln Financial Advisors / Sagemark Consulting. Specialties include fixed-income, equity allocations, alternative investments and affluent wealth management. He serves as Chairman of both the...