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, President of Next Generation Wealth Systems™, has been serving individuals, business owners, and special needs families for over 20 years.

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Laura works closely with Stephanie to provide accurate and exceptional service through the preparation of new account paperwork, and ongoing account maintenance for clients.

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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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Rich E. Austin, J.D.*, LLM, CRPC

Director of Financial Advisory Services

(303) 714-4726

(303) 793-9392

Primary area of expertise: Advising high net worth clients, with an average net worth over $10 million dollars, on investment, estate, charitable, and business owner planning alternatives.

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Gregory W. Butler, ChFC®, CFP®, CLU®

Director of Financial Advisory Services

(303) 714-4726

(303) 793-9392

Areas of expertise include comprehensive financial, estate and business owner planning, and employee benefits. Graduated from Central Connecticut State University with a Bachelor of Arts degree in Economics.

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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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Ben T. Huddle, CFP®, MBA, CRPC

Director of Financial Advisory Services

(303) 714-4726

(303) 793-9392

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.

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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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Douglas B. Richmond

Director, Sagemark Consulting Private Wealth Services

(303) 714-4726

(303) 793-9392

Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.

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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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William D. Wright

Director, Sagemark Consulting Private Wealth Services

(303) 714-4726

(303) 793-9392

Specializes in comprehensive estate and business succession planning for clients. He works on developing advanced coaching and training concepts for financial planners in the high net worth marketplace.

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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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