Broker Check

Team

“Luck is what happens when preparation meets opportunity.” - Seneca

You don’t want to leave something as important as Financial Independence to one person. That’s why we have a diverse team of professionals to draw upon. Experience and trustworthiness do count when it comes to your money. And since every strategy we recommend is custom designed to you, every team is pulled together based on your areas of concern. 

You may have your own trusted advisors such as an accountant or attorney. We’re happy to collaborate with them.

 

Stephanie L. Jordan, Founder of Next Generation Wealth Systems™, has been educating clients for 25 years through major financial transitions.

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Laura D. Marciano works closely with Stephanie in administering all aspects of client care and is responsible for the daily operational functions of Next Generation Wealth Systems™. 

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

Director of Financial Advisory Services

(303) 714-4726

(303) 793-9392

Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland.

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

Second Vice President of National Design/Advanced Planning

(303) 714-4726

(303) 793-9392

Listed in numerous sections and editions of Who's Who (including Who's Who in American Law and Who's Who in the World) and member of the American and Connecticut Bar Associations.

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Joseph Flynn, J.D.*

Design Attorney

(303) 714-4726

(303) 793-9392

Primary area of expertise: Advising Lincoln financial planners and their clients on a wide variety of estate planning and business succession issues with a particular emphasis on the family owned business.

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Jackie Glasscock, ChFC®, CFP®

Director of Financial Advisory Services

(303) 714-4726

(303) 793-9392

Areas of expertise: Estate planning for the affluent and business succession planning for the owners of privately held business.

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Timothy S. Johnson, J.D.*, CRPC

Chief Investment Strategist

(303) 714-4726

(303) 793-9392

Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.

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Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

(303) 714-4726

(303) 793-9392

Primary area of expertise is developing key concepts and strategies for the high net worth market. Main platform speaker at the annual conference of the International Association of Financial Planning.

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Aaron Huntoon, MBA

Director of Planning

(303) 714-4726

(303) 793-9392

Primary area of expertise: Sagemark Consulting Private Wealth Services Advisory Specialist providing customized solutions for highly affluent clients, $20 million to $1 billion.

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

National Design/Advanced Planning Attorney

(303) 714-4726

(303) 793-9392

Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.

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Robert A. Studin, J.D.*, CPA*, CFP®, CLU®, CRPC, ChFC®

Executive Director, Financial Advisory Services

(303) 714-4726

(303) 793-9392

Listed in Worth magazine's Top Financial Advisors in 1996-2002, Medical Economics' 120 Best Advisors for Doctors in 1998, 2000 and 2002.

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Mary T. Young, ChFC®, CRPC, CFP®

Director of Financial Advisory Services

(303) 714-4726

(303) 793-9392

Areas of expertise: Helping to evolve Lincoln's national financial planning process; helping to enhance the proprietary financial software as well as the national financial plan template and sales themes.

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