Meet Our Planning Team

Orion Marx, CFP®, CLU, ChFC, CRPC, CBEC®

Founder Atlas Financial

941-366-2827

941-366-3788

Orion.Marx@lfg.com

Orion J. Marx has been involved in the finance and insurance industry with Lincoln Financial Advisors Corp. since 1995. His success within the industry led to his appointment in 2003 to Sagemark Consulting Private Wealth Services, a...

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Jason Klingel

Insurance and Investment Planning Specialist

941-487-3011

Jason.Klingel@lfg.com

Jason S. Klingel has been involved in the life and health insurance industries in Sarasota, FL since 1997. With extensive experience in all aspects of life and health insurance, Jason’s primary focus is on estate/asset protection...
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Melinda Patro

Operations Manager

941-487-3018

941-366-3788

Melinda.Patro@lfg.com

Timothy S. Johnson, J.D, CRPC

Chief Investment Strategisty

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...
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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...
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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 strong product selections. Experienced in developing relationships with property and...
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Mary T. Young, ChFC®, CRPC, CFP®

Director of Financial Advisory Services

Areas of expertise: Helping to evolve Lincoln's national planning process; helping to enhance the proprietary financial software as well as the national plan template and sales themes; and managing the third-party relationships as they...
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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...
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Donna L. Rowan, J.D.*, LL.M., CLU®, ChFC®

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...
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Brooke Dunsmore

Employee Benefits Administrator

941-552-4094

941-921-1497

Brooke.Dunsmore@lfg.com

Julie Bennett

Office Coordinator

941-922-7998

941-366-3788

Julie.Bennett@lfg.com

Maggie Fritts

Payroll and Employee Benefits Coordinator

Maggie.Fritts@lfg.com

Shelly Peterson

Employee Benefits Account Manager

941-487-3005

941-921-1497

Shelly.Peterson@lfg.com