Our Team

 
  • KEVIN PLANK

    KEVIN PLANK

    President

  • BEVERLY DAVIS

    BEVERLY DAVIS

    Executive Administrative Assistant

  • RYAN COULTER

    RYAN COULTER

    Planner Assistant

  • ROBERT E. APPEL, J.D.*, LL.M., MBA<br><br>

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

    Vice President of National Design/Advanced Planning

  • TIMOTHY S. JOHNSON, J.D.*

    TIMOTHY S. JOHNSON, J.D.*

    Chief Investment Strategist

  • RUSSELL G. JONES

    RUSSELL G. JONES

    Executive Director, Sagemark Consulting Private Wealth Services