99 Wood Avenue South, Suite 201
Iselin, NJ 08830
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 | Simon Financial Group | Planners

A. Gary Katz

Wealth Preservation Specialist

Email Address

Gary.Katz@LFG.com

  • 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

An internal Lincoln Financial Network organization of top planners
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.
The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisor.

 

 

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, Sagemark Consulting 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 current tax law and financial planning strategies.).
  • Summa cum laude, Master's degree graduate from Southern Methodist University.