Business Information
Ken and I have been working together for more than 25 years. Our relationship began in 1998 at Towers Perrin (Now Willis-Towers-Watson) where served institutional clients providing investment and pension financial management services. Ken quickly rose to a leadership position among the analysts as someone I could rely on. When I moved to Lincoln Financial Advisors/Sagemark Consulting, Ken joined me shortly thereafter and we have been working together ever since. At Lincoln, we built one of the industry's first wealth management platforms that integrated both planning and investing.

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