Broker Check

Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Brian D. Reynolds, CFP®, AAMS, CAP®

(919) 334-7606

Brian joined Sagemark Consulting/Lincoln Financial Advisors in 2000, as a Regional Director of Financial Planning and Director of Investments. His responsibilities included document review, plan design and manufacturing, wealth...

Read more

Debbie Dyar

Executive Administrative Assistant

Debbie Dyar epitomizes the "spirit" of our team. She loves working with our clients - responding to your inquiries the day she gets them, getting your checks to you when you're expecting them, and pushing applications through the...

Read more

Kori Paynic

Executive Administrative Assistant

Kori joined the team in 2023 as an Administrative Assistant. She has a background in Customer Service, which allows her to manage client needs professionally and efficiently. She enjoys providing top notch care to clients and...

Read more

Jacob Fiore

Financial Planning Associate

Jacob Fiore joined the team in August of 2021 as the Financial Planning Associate. He is crucial in building and analyzing financial plans as well as servicing client accounts. He has a background as a trader and customer service...

Read more

Our National Team

Robert E. Appel, J.D.*, LL.M., M.B.A.

Second Vice President of National Design/Advanced Planning

Member of the American and Connecticut Bar Associations.BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University...

Read more

Douglas B. Richmond

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 product selections.Experienced in developing relationships with property and casualty,...

Read more

Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

Areas of expertise: Key concepts and strategies for the high net worth market.St. Lawrence University. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish...
Read more

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

National Design/Advanced Planning Attorney

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.BA degree in English from State University of New York at Buffalo; J...
Read more
//Special Nav button in navigation line var navBtnTitle = 'Contact Us'; $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtnTitle + ')').parent().parent().addClass('navBtn');