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...
Objective: To advise higher-net-worth individuals regarding effective wealth accumulation and management, income distribution, wealth transfer, and life insurance analysis. As the son of a farmer-turned-steelworker during the depression,...
Client Services Manager
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....
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...
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...
Second Vice President of National Design/Advanced Planning
National Design/Advanced Planning Attorney
Business Succession Planning