Broker Check

Kevin J. Plank, CFP

(800) 466-7150

28601 Chargrin Blvd
Suite 300
Cleveland, OH 44122

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation strategies
  • Personal risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate plan?
  • How do I exit the business I spent my life building? 

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Kevin J. Plank is a CERTIFIED FINANCIAL PLANNER™ practitioner and Registered Representative with Lincoln Financial Advisors (LFA). He is also a member of Sagemark Consulting Private Wealth Services within LFA, a practice group...

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BEVERLY DAVIS

Executive Administrative Assistant

216-765-7410

216-910-3321

Bev has been with Lincoln Financial Advisors since March 2016, upon her marriage and consequentially moving to Cleveland. Bev studied at the University of Southern Cal and formerly was with the Aultman Health Foundation, serving in the...

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MELINA MERRILL

Planner Assistant

216-765-7410

216-910-3321

Melina has been in the financial services industry since 1990. She was with Lincoln Financial Advisors for 14 years, then moved on to compliance with Vantage Financial Group and banking with Key Bank and Chase Bank for several years. She...

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NASSER ALI, CFA, CAIA, CFP®, AAMS, CMFC, CRPC®

Director of Financial Advisory Services

Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland. Member of the Association of...

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ROBERT E. APPEL, J.D.*, LL.M., MBA

Vice President of National Design/Advanced Planning

Listed in numerous sections and editions of Who’s Who (including Who’s Who in American Lawand Who’s Who in the World) and member of the American and Connecticut Bar Associations. BS degree (Accounting and Finance) from Central...

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RICHARD E. AUSTIN, J.D.*, LLM, CIMA®

Director of Financial Advisory Services

Areas of expertise: estate plan design, tax reduction strategies, business owner planning and business succession strategies. BA degree from Pace University; J.D. degree from the Pace University School of Law; and LL.M.(Taxation)...

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GREGORY W. BUTLER, ChFC®, CFP®, CLU®

Director of Financial Advisory Services

Areas of expertise include comprehensive financial, estate and business owner planning, andemployee benefits. Graduated from Central Connecticut State University with a Bachelor of Arts degree in Economics.Served on the Board of...

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JOSEPH FLYNN, J.D.*

Design Attorney

Primary area of expertise: Advising Lincoln financial planners and their clients on a wide variety ofestate planning and business succession issues with a particular emphasis on the family ownedbusiness. Graduate of Yale University...

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BEN T. HUDDLE, CFP®, MBA, CRPC

Director of Financial Advisory Services

Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes. Masters in Business...

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JANE T. JOHNSON, CFP®, CRPC

Director of Financial Advisory Services

Areas of expertise: Comprehensive financial planning expertise including estate planning for high net worth families. Also manager of the LFN National Planning Center to help connect advisors with other subject matter experts or...

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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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TIMOTHY S. JOHNSON, J.D.*

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...

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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 tax reduction...

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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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DONNA L. ROWAN, J.D.*, LL.M., CLU®, ChFC®

National Design/Advanced Planning Attorney

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;...

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ROBERT A. STUDIN, J.D.*, CPA*, CRPC, CFP®, CLU®, ChFC®

Executive Director, Financial Advisory Services

Listed several times in Worth (Robb Report) magazine’s Top Financial Advisors and in Medical Economics’ 120 Best Advisors for Doctors. He has been published and quoted in various business and financial magazines. Bachelor of Science...

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WILLIAM D. WRIGHT

Director, Sagemark Consulting Private Wealth Services

As a director for Lincoln’s high net worth planning group, Bill provides coaching and mentoring to select financial planners who provide comprehensive financial planning services to business owners nationwide. In recent years,...

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MARY T. YOUNG, ChFC®, CRPC, CFP®

Director of Financial Advisory Services

Areas of expertise: High Net Worth estate distribution strategies, senior executive compensation, tax return analysis, and retirement planning. Bachelor’s degree from The University of Connecticut.

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