Please note our privacy policy has changed. To view the policy, please go to go to https://www.thryv.com/privacy/

Ken and I have been working together for more than 25 years Our relationship began in 1998 at Towers Perrin Now WillisTowersWatson where served institutional clients providing investment and pension financial management services Ken quickly rose to a leadership position among the analysts as someone I could rely on When I moved to Lincoln Financial AdvisorsSagemark Consulting, Ken joined me shortly thereafter and we have been working together ever since At Lincoln, we built one of the industry's first wealth management platforms that integrated both planning and investing
Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

Hours
Regular Hours
Mon - Fri:
Category
Banks
Suggest an Edit