Team
W. Gary Stemple is the founder of Plan For Tomorrow, a registered representative with broker-dealer Lincoln Financial Advisors Corp., and an investment advisor representative with Sagemark Consulting, a division of Lincoln Financial...
Carolyn Forte is the Business Operations Manager for the San Diego Sagemark office and is a FINRA registered principal.
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...
Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management. BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds...
Robert E. Appel, J.D.*, LL.M., MBA
Second Vice President of National Design/Advanced Planning
Listed in numerous sections and editions of Who’s Who (including Who’s Who in American Law and Who’s Who in the World) and member of the American and Connecticut Bar Associations. BS degree (Accounting and Finance) from Central...
I have been in client services for over 25 years: Majority of my experience came from working as an Executive/Operations Assistant for Financial Planners since 2000...