Meet Our Planning Team

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

Founder Atlas Financial



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


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

Director of Operations & Payroll Services



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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Christine Tringali

Employee Benefits Account Manager & Operations Coordinator



Julie Bennett

Office Coordinator



Maggie Fritts

Payroll Specialist and Operations Coordinator

Shelly Peterson

Employee Benefits Account Manager



Stephanie Samuels

Director of Employee Benefits