As the Managing Principal for the Denver Regional Planning Office, Ron is responsible for helping financial planners grow and manage their practices. With over 15 years experience in the financial services industry, Ron brings a unique mix of sales, leadership, management and consulting skills to bear to help planners develop professionally by balancing client aquisition, service and effective resource utilization. He is responsible for the growth and development of the Lincoln Financial Advisors/Sagemark Consulting brand in both Colorado & Wyoming. Ron also actively promotes sales of Lincoln fixed life and annuity products through insurance brokerage.

Chad is a comprehensive financial planner and Investment Advisory Rpresentative with Lincoln Financial Advisors / Sagemark Consulting. Chad provides accountability to help clients make informed decisions regarding adjustments that may, or may not, need to be made over time to ensure clients are positioned for a reasonable probability of success relative to their goals. Through his experience over five years in practice, he has found that offering strategic and independent advice promotes a comfortable team environment with his clients. His unique approach to wealth accumulation, wealth preservation and retirement income strategies deliver significant, measurable reults to his clients.


During his time as college and professional baseball player Chad visited 32 states , but he never found a place he loved more than Denver. Born in Boulder and raised in Littleton, He now lives in one of Denver's famed bungalows with his wife Emily, daughter Emerson and dog Oliver. Chad enjoys being with family, playing in the park with the dog, skiing and tennis. Known for being funny, loyal and charismatic, when he retires, Chad and his wife hope to run an animal sanctuary.

Aaron has extensive experience in providing portfolio analysis and design, financial planning and insurance evaluations. Additionally, he brings strong financial experitse to
the development of client investment presentations. Sagemark planners provide client statements and documents to him and in turn receive comprehensive, client-ready investment presentations to be delivered by the planner or with Aaron’s direct involvement. He is also skilled in many aspects of business owner planning and
administration and holds a MBA from the University of Denver.

Ray Benton is a Financial Planner and an Investment Advisory Representative with Lincoln Financial Advisors Corp., Inc. where he is currently a member of Private Wealth Services.

He was enrolled to practice before the Internal Revenue Service in June of 1984, and continues to maintain a specialization in tax-related strategies including charitable giving, estate planning techniques, small business integrative planning, retirement plans, executive compensation design, and tax-effective investment planning.

Mr. Benton received his BA degree from Oklahoma State University and his graduate studies include an MA from Miami University (Oxford, Ohio) and a BD from Chicago Theological Seminary, where his studies focused on Social Ethics and Philosophy. He is an active member of the Financial Planning Association and was the first president of the Financial Planning Association of Colorado. He has been a contributor locally and nationally to various television shows and publications, and for more than a decade hosted his own financial talk radio show in Denver.



COMPREHENSIVE FINANCIAL PLANNING

Planning for your financial success seems ever more complicated in today’s world of exponential change. A broad knowledge of everything, from complex investment products to evolving tax laws, is required; and our ability to identify what is important, simplify perceptions, and integrate responses into a personal, sensible, and flexible big picture is what distinguishes our approach.

Paisley contributes a wealth of experience in the human resources, finance and operations arenas based upon several years consulting with many Fortune 100 corporations. Her resourcefulness and creative problem-solving skills enable planners to expand their practices and thrive in a more efficient environment. She also serves a key role in managing and directing Sagemark’s administrative support team.

Mark brings years of experience and research to his financial planning practice. His unique approach to asset allocation, wealth maximization, and estate tax reduction strategies deliver significant, measurable results to his clients. By focusing on thorough implementation and ongoing service, Mark’s objective is to enable clients to help achieve their preferred financial futures.

Mark has recently relocated his practice from Cleveland to the Denver office.

For over twelve years, Jay has been active in financial consulting and analysis for a variety of large corporations. His experience and commitment enables him to guide his clients through the process of estate, business, investment and retirement planning with the greatest possible degree of comfort and trust.

Jay cultivates a close working relationship with his clients, allowing him to provide analyses of their financial affairs and answer their individual needs with detailed financial plans. A team of experienced tax and legal advisors, as well as investment analysts, coordinate customized financial solutions. This process helps to achieve results that may include significant savings in income and estate taxes, preservation of closely-held businesses, and maximization of existing wealth through comprehensive investment planning.

Jay is a graduate of Baylor University’s Hankamer School of Business and holds a Bachelor’s Degree in Finance. He received his MBA from the University of Denver. Jay enjoys outdoor activities such as golf and skiing, and lives in Highlands Ranch, CO.