Sagemark Consulting Incorporated

77 Ml St, Montgomery, MA 01085

Background Check

Company Profile

Status:Inactive

Industry:Business Consulting Services

Doing business as:Sagemark Consulting

Site:sagemarkca.com

Phone:(413) 568-0282

Member:Cathy Maturano / Principal, inactive

Categories:Financial Counselors

Former Employees

	Position at Sagemark Consulting Incorporated	Next job position
Alan Crosby	ParaplannerSince Sep 2012
Alex Bartol	Financial AdvisorAug 2000 - Jun 2003	Legacy Wealth StrategiesFinancial Professional Since Jul 2003
Alicia Johnson	Insurance Coordinator
Alvin Leaks	Consultant
Amy Bellesbach	Director of Client ServicesOct 2008 - Oct 2010	Spectrum Wealth PartnersDirector of Client Services Since Nov 2010
Anna Duran	Planner Assistant
Arleta Hacopian	Executive AssistantMar 2001 - Feb 2003	Advisory Group WestService Manger Since Mar 2003
Audrey Bryerman	Registered Rep
Benita Bailey	Marketing Assistant (Part-Time)Since 2007
Beth Donaldson	Executive Assistant1991 - Dec 2003	National Rifle Association of AmericaFacilities Manager Since 2004
Bill Logue	Owner
Bob Gottschling	Financial Advisor
Brent Howard	Financial PlannerSince 2004
Brian Garnets	Financial PlannerSince 2006
Brian Gloria	Asset Allocation/Special ProjectsSince Jan 2010 InternAug 2009 - Jan 2010	Sagemark ConsultingAsset Allocation/Special Projects Since Jan 2010
Brian Mckechnie	Managing Principal-Wealth Advisor
Brian Whitbeck	Administrative AssistantSince Sep 2013 InternJun 2009 - Aug 2011	Sagemark ConsultingAdministrative Assistant Since Sep 2013
Bruce Charleton	Private Wealth AdvisorSince Oct 2008
Carmine Campo	Financial PlannerSince Nov 2007
Carol Burgard	Administrative Assistant
Cathey Paine	Financial Advisor
Charles Evangelakos	Wealth Preservation Specialist
Charles Fennie	Financial Planner
Charles Morton	Financial Planner
Christina Wilson	Office ManagerOct 2002 - May 2011
Christopher Lawson	Private Wealth Advisor
Cory L. Shoemaker	Business Manager/ Financial AdvisorMay 2006 - Nov 2009	Northwestern Mutual Financial NetworkAssociate Wealth Management Advisor Since Oct 2009
D. Weston Boyd	CFP
Dan Jeffery	Private Wealth Advisor
Dan Roundtree	Certified Financial Planner (CFP)
David Hicok	Financial Advisor
David Quick	Financial Planner
David Ramos	Financial AdvisorJul 1999 - Nov 2004	Financial Pointe Wealth ManagementWealth Manager Since Nov 2004
Diane Carpenter	Office FacilitatorSince Oct 2003
Diane Dearth	Practice Manager
Donald Preston	Private Wealth AdvisorSince Jun 1972
Duran Anna	Planner Assistant
Ellen Brooks	Specializing in Wealth Coaching
Evan Robinson	Private Wealth AdvisorFeb 2010 - May 2010	Robson Planning GroupWealth Advisor Since May 2010
Frank Fiore	Financial Planner
Frank R. Sorrentino
G. Patrick Nelsen	Senior Financial Planner and Registered Investment AdvisorSince 2004
Gary Salva	Wealth Preservation SpecialistSince Dec 1991
Gina Bang	Executive AssistantSince Jan 2010
Hal Guy	Wealth Planning Advisor
Heather Matthews	Regional Director of RecruitmentSince Dec 2010
Howard Schweitzer	Agency Mgr1965 - 1983
James Neel	Private Wealth AdvisorSince 2008
Jeff Gustafson	Financial PlannerSince Jul 2011
Jeffrey Dewald	Wealth Preservation Specialist
Jeremy Caza	Private Wealth Consultant
Jerod Cohen	Insurance/Investment Advisor1999 - 2003	Snipes Insurance Service a Division of Eben Concepts CompanyAgent/Broker Since Sep 2003
Jim Newman	Private Wealth ManagerMay 2006 - Jan 2010	Peter J. Nagle Financial Management, LLCVice President, Portfolio Research and Management Since Jul 2011
Jim Niedzinski	Advisor2002 - 2009	Planning AlternativesWealth Advisor Since Sep 2009
Joe Zarlinga	CFP(R)Feb 1999 - Feb 2009	Stratos Wealth PartnersWealth Advisor and Founding Partner Since Feb 2009
John Enright	Private Wealth AdvisorSince Jan 2002
John Koshy	Private Wealth AdvisorSince 2004
Jon Elfin	Wealth ManagerSince Nov 2002
Julie Craft	Customer Relations Manager2010 - 2012	Professionals Helping Families, Inc.Owner Since Jan 2001
Kenneth Wilson	Private Wealth AdvisorSince Sep 2001
Kevin Sevier	Private Wealth AdvisorOct 2006 - Apr 2008	Advanced Wealth PlanningManaging Partner Since Apr 2008
Kurt Fetter	Private Wealth AdvisorSince Dec 2007
Larri Luthy	Sales & SupportJan 1999 - Nov 2002	Pinnacle Insurance PartnersAccount Manager Since May 2013
Lee Skillman	Financial Planner1998 - 2000
Linda Stavedahl	Designated Technician1995 - 2001	Park Miller, LLCDirector of Operations Since Mar 2008
Luca Nardis	Financial Planning Associate
Mark Sherin	Financial Planner
Matthew Ortman	Financial AdvisorSep 1999 - Aug 2010	Ameriprise FinancialFinancial Advisor Since Sep 2010
Mccaw Lea	Assistant
Mckim Wertz	financial advisor
Melanie Whitehead	Practice Manager / Financial ParaplannerSince Jan 2001
Michael Sluhan	Financial AdvisorAug 2002 - Jan 2008	Genex FinancialPrincipal Since Jan 2008
Mike Brown	Financial AdvisorDec 2007 - Jun 2011	Putnam InvestmentsRegional 401(k) Director Since Oct 2012
Monique Williams	Operations ManagerSince Mar 2012
Nancy Caporusso	Plan Coordinator
Paul Jetter	Private Wealth Advisor
Paul Vann	Owner
Paula Merrell	Financial Planner1995 - 2002	Chef Point, LLCOwner Since 2003
Peter Deede	Owner
Peter Pabon	Certified Financial PlannerDec 2003 - Mar 2009	Lincoln Investment PlanningCertified Financial Planner Since Apr 2009
Peter Shriver	Private Wealth AdvisorSince Sep 2006
Phil Moshier	CFP & CRPCSince Sep 1977 Private Wealth AdvisorSince Sep 1977	Sagemark ConsultingCFP & CRPC Since Sep 1977
Powers, Elizabeth	Financial Planner ConsultantSince 2005	Sagemark ConsultingFinancial Planner
R Miesner	Intern under advisors John P. Enright and Daniel P. JefferySince Mar 2014
Rachel Goldberg	Assistant Office Manager/Lan AdminstatorJan 2000 - Jan 2001	The HartfordCompensation Analyst Since Jul 2011
Randolph William Rowe
Rhonda Hacker	Planner Assistant - InvestmentSince Jul 2010
Richard Cooney	PRIVATE WEALTH ADVISORSince Jan 1998
Richard Kempe Macbarron
Rick Painting	Financial planner
Rob Eisenberg	Financial PlannerSince 1986	Lincoln Financial AdvisorsFinancial Planner Since Jul 1986
Robert Carson	Financial PlannerSep 1993 - Sep 2001	Planning Solutions Group LLCManaging Partner Since 2001
Robert Davis	CFP
Rya Haag	Advisor
Ryan Rebell	Financial Planner2002 - 2003	SWBCAVP Since Apr 2003
Scott Rosenberg	Wealth Preservation Specialist
Sean Johnson	ParaplannerJul 2012 - Jun 2013	Stand4Founder & Chief Good Officer Since Aug 2013
Shannon Link	Financial and business consultantJul 1995 - Sep 2005	OnPointe, LLCPrincipal Since Oct 2011
Simone Cvancara	Para-PlannerSince 2012
Stephen Salko	Financial Advisor
Stephen Steinbach	Senior Financial AdvisorFeb 1999 - Jun 2004	Keystone Planning Group, LLCFounder and Managing Partner Since Jun 2004
Steve Cutshall	Financial Planner2007 - 2010
Steve Marks	Financial PlannerSince Apr 2013
Steve Solys	Owner
Stewart Viets	Certified Financial Planner
Susan Carney	Assistant
Taylor Chryst	Para-PlannerSep 2009 - Apr 2010	Fifth Third BankCustomer Service Manager
Timothy O'shea	Managing Director - NortheastSince Jun 2001
Tom Bromm	Financial Planner
Wertz Kim	Investment Advisor
Xavier Maldonado Gil	Financial PlannerFeb 2005 - Mar 2008	Wealth AnalyticsVice President Financial Planning Since Sep 2010