ROB SESICH - Key Persons
Job Titles:
- Director, Sagemark Consulting Private Wealth Services
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.
Ismael is an Advisor Assistant for Rob Sesich at the El Paso Lincoln Financial Advisors office. Ismael assists in day-to-day operations as well as servicing and maintaining accounts for Rob's clients. He is the primary client contact for their eMoney personal financial websites and assists Rob in the development of financial plans to help our clients achieve their personal and business financial goals and objectives.
Ismael brings over 5 years of experience in the insurance and financial services industry with him to LFA. He holds his Texas Life & Health insurance license and is currently working on his securities licensing. He enjoys being active and playing soccer in the local leagues. He also serves his community by doing charity work for his local church as well as a participant in his young adult's ministry group. He has been a member of the El Paso Community since 2001.
John Schatz joined Lincoln Financial Advisors in 2000. John is currently a Director of Financial Planning. John not only works with planners within his offices, but also nationally with planners and managers throughout the Lincoln...
John works closely with Rob and many of his investment clients. John joined Lincoln Financial Advisors' corporate office in 2000 as a member of the planning department and has maintained a private practice as well since 2002. He stepped away from the corporate life in March 2023 to focus on growing and maintaining his financial planning practice. John continues to sit on several Investment Committees; The Steering Committee, and the Capital Market Assumptions Team to name a couple. These Committees help with the development of Asset Allocation Models across various platforms, recommended mutual fund and exchange-traded fund lists that are widely used across the firm.
John is originally from Erie, Pennsylvania and graduated from The Ohio State University in 2000. John and his wife, Carrie live in Columbus Ohio and have two children, William and Mazzina.
Job Titles:
- Practice Manager
- Practice Manager for Rob Sesich at the El Paso Lincoln Financial Advisors
Pat is the Practice Manager for Rob Sesich at the El Paso Lincoln Financial Advisors office. Pat will oversee the day to day operation of the practice. She is the primary El Paso office contact for day to day compliance issues. Pat is...
Pat is the Practice Manager for Rob Sesich at the El Paso Lincoln Financial Advisors office. Pat oversees the day to day operation of Rob's practice and is available to assist with most service issues as well as scheduling time on Rob's calendar. She is also the primary El Paso office contact for day to day compliance issues.
Pat is a native El Pasoan and comes to Lincoln with over 25 years of experience in the insurance industry. Pat is married to Neto Hernandez and they have 3 adult children and 2 chihuahuas.
Job Titles:
- CFP®, CRPC
- Member of Sagemark Consulting Private Wealth Services
- Private Wealth Advisor
- Registered Representative
Rob Sesich is a Select Member of Sagemark Consulting Private Wealth Services, a preeminent group of financial planners within Lincoln Financial Advisors Corp. who have prodigious experience in wealth management, business continuity, and sophisticated wealth transfer strategies.
Job Titles:
- Executive Director, Sagemark Consulting Private Wealth Services
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, the Allied Jewish Federation's Annual Estate Planning Forum, GAMA International's LAMP meeting, and numerous technical and internal Lincoln business management sessions.