Prestige Planner in the Private Wealth Services1 Group. Only 15 of 2,200 Lincoln/Sagemark Planners are Prestige Planners
Qualified 20 years for Chairman's Club2/Excalibur and Top of the Council six years
2016, 2013, 2012, 2009 Lincoln Financial Group Planner of the Year3
Member of The Resource Group4
Joined Sagemark 1988 Sales Management, went into production in 1994
1 An internal Lincoln Financial Network organization of top planners
2 The Chairman’s Council represents the top one percent of financial planners affiliated with Lincoln Financial Advisors.
3This internal award is given to financial planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.
4 The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisor.