Since 1984, Mike has specialized in analyzing the most difficult financial problems on both a personal and business level for affluent individuals, successful executives, professionals, and owners of closely-held businesses. He has particular expertise in wealth management including estate preservation and business succession planning.
Carolyn joined Sagemark Consulting in July of 2003. She is a graduate of the University of North Florida with a bachelor's degree in Financial Services. Prior to joining my practice, Carolyn managed and interpreted personal trusts as a Trust Officer for a bank.
Kristin joined Sagemark Consulting in December of 2012. She graduated Summa Cum Laude with Honors from the University of North Florida. She holds a Bachelor’s of Arts and Science degree in English. Kristin holds the Florida Life, Health, and Variable Annuity insurance license, as well as the FINRA Series 7 securities license.
The only use of an obstacle is to be overcome. All that an obstacle does with brave men is, not to frighten them, but to challenge them.
28th President of the United States
Give me six hours to chop down a tree and I will spend the first four sharpening the axe.
16th President of the United States
There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.
John F. Kennedy
Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude.
3rd President of the United States
What lies behind you and what lies in front of you, pales in comparison to what lies inside of you.
Ralph Waldo Emerson
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Securities: Alabama, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, Mississippi, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, Washington
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.