Professional Qualifications

Jack Kaewpalug, CFP®

  • Affiliated with Sagemark Consulting, a division of Lincoln Financial Advisors for over 28 Years.
  • Member Lincoln Financial Advisors Premier Partners, based in part on assets under management, sales and compliance criteria. 
  • Qualifier The Resource Group, Annual Qualifier for Lincoln Financial Advisors Top 200 Advisors. An invitation-only, nationwide network of the top 200 financial planners within Lincoln Financial Advisors. Qualifier in years 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008.
  • CERTFIED FINANCIAL PLANNER(TM) Practitioner certification
  • Bachelor of Arts degree in Finance

 

Steve Carder, MBA, CFP®, CRPC®

  • Affiliated with Sagemark Consulting, a division of Lincoln Financial Advisors for over 17 Years
  • CERTIFIED FINANCIAL PLANNER(TM) Practitioner certification
  • Chartered Retirement Planning Counselor designation
  • Masters of Business Administration

 

Jerry Schmitt, CFP®, CRPC®

  • Affiliated with Sagemark Consulting, a division of Lincoln Financial Advisors for over 16 Years
  • CERTIFIED FINANCIAL PLANNER(TM) Practitioner certification
  • Chartered Retirement Planning Counselor designation
  • Bachelor of Science in Business Administration