333 Thornal Street, Suite 9B
Edison, NJ 08837
Toll Free: 888.SIMON.SAYS®
Phone: 732.623.2070
Fax: 732.623.2088
You Can Flip The whole Page , it's a new Advertising Technique invented by Flippy

Meet Our Team

Saul M. Simon, CFP®, CFS, RFC

Financial Planner

Email Address

simonsays@LFG.com

As a CERTIFIED FINANCIAL PLANNER™ Practitioner for over 30 years, I specialize in working with individuals and business owners to develop strategic financial plans that help them reach their financial and family objectives. In our constantly evolving world, it is important that I build long term relationships with my clients. Through understanding my clients' goals and objectives, I help to develop a sense of confidence even through the highs and lows of the market. Times have changed, which is why I stress the importance of establishing a long-term strategy.

Creating a bond and building a strong relationship based on trust is important to the success of any financial plan that we build in concert with our clients. Once a plan is implemented my clients and I review the plan on a regular basis to assure the plan remains suitable to their financial goals.

A strong believer in financial education, I sponsor lectures on financial planning for corporations, adult education programs, and community organizations. I also host a radio program called "SIMONSAYS® Manage Your Money" and have appeared as a guest with CNBC & FOX Business, Steve Adubato in Caucus, New Jersey.

I am a graduate of William Paterson College, a CERTIFIED FINANCIAL PLANNER™, a board member of the Henry Kessler Foundation and The Bass Foundation. Also, I serve as President of The Brotherhood of Temple B'nai Jeshurun.

I reside in Short Hills, New Jersey with my two children; Danielle and Jack, and our two dogs, Rusty and Hampton.

 

A. Gary Katz

Wealth Preservation Specialist

Email Address

Gary.Katz@LFG.com

  • Prestige Planner in the Private Wealth Services Group. Only 15 of 2,200 Lincoln/Sagemark Planners are Prestige Planners
  • Qualified 20 years for Chairman's Club/Excalibur and Top of the Council six years
  • 2016, 2013, 2012, 2009 Lincoln Financial Group Planner of the Year
  • Member of The Resource Group
  • Joined Sagemark 1988 Sales Management, went into production in 1994

 

 

Ivy H. Menchel, CFP®, CDFA™*

Private Wealth Advisor

Ivy H Menchel is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified Divorce Financial Analyst*. Ivy began her career as a financial professional in 1993 at a premier financial services firm. Today she is the President of Family Wealth Planning Partners where she and her team address the financial issues of divorce and assess client options for fair and equitable settlements. Each individual, each family is unique and so are their financial circumstances. She strives to understand their goals and with her help, clients can make sound financial decisions today that serve them well into the future as they transition to the next phase of their life. Ivy has been a guest speaker on television and radio talk shows and has been a presenter at many workshops.

*Divorce financial analysis not offered through Sagemark Consulting.

 

 

Russell G. Jones

Executive Director 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.

 

 

 

Joseph Flynn, J.D.*

Design Attorney

  • Primary area of expertise: Advising Lincoln financial planners and their clients on a wide variety of estate planning and business succession issues with a particular emphasis on the family owned business.
  • Graduate of Yale University and The University of Connecticut School of Law.

 

 

 

Timothy S. Johnson, J.D.*, CRPC

Chief Investment Strategist

  • Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
  • BA in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.

 

 

 

Dianna Parker, CFP®

Director of Planning

  • Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on  tax reduction and financial planning strategies.
  • Summa cum laude, Master's degree graduate from Southern Methodist University.