Broker Check

Team

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to appropriately address those needs is the next.

Sagemark Consulting uses a team approach, anchored by our highly skilled advanced wealth planners and supported by a team of industry experts.  Each of these individuals have strong technical backgrounds in all the facets needed to create, protect and expand your financial future and legacy.

 

Tom brings decades of experience to the team as a planner, technology entrepreneur and corporate executive. He enjoys making a meaningful difference in the lives of his clients and, over the past two decades, has worked with more than...

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James C. Landry, ChFC

Director of Planning

James has been a key member of Sagemark Boston’s planning team since 2006. He is a gifted and experienced planner with over 20 years of experience in designing and implementing some of the most complex and innovative plans to...

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Michael Kautz, CFA

Financial Analyst

A talented and instrumental member of the team since 2014, Mike has extensive training and experience with financial modeling tools and is actively involved in the construction and monitoring of our clients’ insurance and...

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Robert E. Appel, JD*, LLM, MBA

National Design / Advanced Planning Attorney

Bob is Vice President of National Design/Advanced Planning. Bob joined Lincoln National Life Insurance Company in January 1998, as a result of the Connecticut General Life Insurance Company acquisition. Prior to joining Connecticut...

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