CONSTRUCTION PLANNING GROUP - Key Persons
As an attorney in the National Planning Institute of Lincoln Financial Advisors, Barb is responsible for developing, designing and implementing financial planning on a national level. Barbara focuses her practice on financial planning for closely-held businesses, advanced estate planning, charitable giving and wealth preservation strategies. Barbara is a frequent speaker and contributor to industry conferences and forums. Barbara is a graduate of the University of Delaware (BA), Wilmington University (MS) and Duquesne University School of Law. Barbara holds the FINRA Series 7, 24 and 66 registrations.
Dave has been with Lincoln Financial Advisors/Sagemark Consulting since May of 2000, where he started as an intern for the financial planning department. As an intern, he was responsible for creating detailed financial plans for affluent business owners, as well as managing office operations for a satellite planning group. In 2004, Dave was asked to take on the responsibility of Investment Specialist for all of Northern Ohio. It was Dave's task to analyze investment portfolios for current and prospective clients of Lincoln representatives and make specific recommendations. Further he was in charge of keeping current with all investment trends and current market/economic conditions. Dave received a promotion to Director of Planning in 2008. Although his area of expertise is investment planning, he also has a breadth of knowledge in life, disability income, health, and long-term care insurance, as well as annuities as they are applied to retirement, financial and estate planning.
Job Titles:
- Dean
- Advanced Strategy
- Director of Technical
Chip Chatlain, JD, Director of Technical Concepts, LFD, has 35 years of experience as a tax attorney, with 28 years in the life insurance industry. Chip has a solid background in individual and corporate taxation and an understanding of the tax advantages of Lincoln's annuity, life insurance, disability and retirement products.
Heather Conti joined Sagemark Consulting after working for a life insurance brokerage firm for 11 years. She provided several years of administrative office support, and subsequently held a business case manager position, responsible for processing new life insurance business for the company. She is experienced in navigating challenges, to get things done for clients.
Heather grew up in Cleveland and now resides in Mayfield Heights with her 9-year-old daughter Ella. They love to spend their weekends outdoors, taking bike rides in the park, and swimming as much as possible during the warm weather months.
Heather is passionate about serving client needs while providing high-level administrative support, and she looks forward to contributing to the success of Jeff and Joe Kosek's team
Heather Conti joined Sagemark Consulting after working at a life insurance brokerage firm for the prior 11 years. She provided several years of administrative office support, and subsequently held a new business case manager position...
Jamie joined Sagemark Consulting in 2017, following years of experience in managing service, including at a previous financial advisory firm. She graduated from Kent State University in 2009 with a Bachelors in Business Administration. Her strengths include problem solving, multi-tasking, and follow-through as she leads and manages service for clients.
Jamie grew up in Fowler, Ohio, a small town between Warren and Youngstown. She currently resides in Medina, Ohio with her husband and two young girls. Jamie has been married to Jack since 2014 and had her first daughter, Cesalie Ann, in 2016. In 2018, her second daughter, Cora Jane, was born. In addition to caring for her family, Jamie loves to care for her 2 energetic dogs, attend Indians games, read and build upon her growing library, visit local wineries and breweries, and travel with her husband.
Jamie loves her job and looks forward to spending the next 20 years not only helping clients, but also helping herself and the office grow. Please do not ever hesitate to reach out to her with any questions.
Jamie joined Sagemark Consulting in 2017, following years of experience in managing offices, including a previous financial advisory firm. She graduated from Kent State University in 2009 with a Bachelors in Business Administration....
After beginning his career with another financial advisory firm in 2011, Jeff joined Sagemark Consulting in 2013 to build his own advisory business. He's a 2nd-generation advisor, having worked closely with his father for nearly...
Jeff has over twenty years of experience in financial planning and investment management. He specializes in financial planning for executives, including expertise in portfolio analysis, comprehensive planning and investment implementation design. His planning emphasizes in-depth client education and the creation of retirement income and modeling. Jeff's credits include serving as a resource to Marshall Loeb on his CBS MarketWatch personal finance column. He has been a featured speaker for the Society of Financial Service Providers. He graduated with a BS in Business Administration with a concentration in Finance from the State University of New York at Binghamton.
Lauren Olsen began her career in the financial services industry in 1988 with a General Agency for General American and Guardian Life. She has worked in the areas of underwriting, investments, and office management with primary focus in life insurance marketing including case development and advanced underwriting.
Lauren holds an Associate of Applied Science degree in Early Childhood Education and Marketing. She earned her FLMI designation in 2000 and joined Lincoln Financial Advisors that same year as Case Design Manager in the Insurance Department. She assumed the role of Director of Insurance in 2001 and earned her CLU and ChFC designations in 2002. Lauren became a registered representative as well as earning her CFP® certification in 2003. Lauren was promoted to her current role as Director of Planning in June, 2005.
Ryan joined Sagemark Consulting after a year of working at Huntington National Bank. Prior to his role at the bank, he studied Business Administration at Bowling Green State University, where he graduated in the spring of 2020.
Ryan grew up in Copley, a suburb outside of Akron. He now lives in the heart of West Akron with his wife Samantha. They were married in October of 2021, and love to travel to new cities and national parks. Ryan loves to read, and play in any organized sports league he has the opportunity to be a part of.
Ryan joined Sagemark Consulting after working at Huntington National Bank for nearly a year. Prior to his role at the bank, he was studying Business Administration at Bowling Green State University where he graduated in the spring of...
Stephen is the Director of Planning within Lincoln Financial Advisors. Stephen's primary planning emphasis and expertise is estate and business succession planning. His mission is to help simplify the complexities of planning and provide effective solutions for clients. Based in the Atlanta region, Stephen also serves as a national estate and business planning resource for Lincoln Financial planners throughout the country.
Stephen received a Bachelor of Arts degree from the University of Vermont and a Juris Doctorate from John Marshall Law School.
Job Titles:
- Chief Investment Strategist for Lincoln Financial Advisors / Sagemark Consulting
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 Manager Selection Committee and Investment Policy Committees. The office of the Chief Investment Strategist oversees the allocation of approximately $5 billion across several investment platforms.
Tim worked for NYSE member firms in several positions. He has held the position of manager of arbitrage trading. Tim specialized in debt, convertible and risk arbitrage analysis and trading for the firm's principal account. He has also worked in municipal finance, arranging municipal and private-use bond issues relating to arbitrage and investment strategies in bond issue proceeds. Proceeds of these issues were generally ten million dollars and greater.