Professional Qualifications

Jack Kaewpalug, CFP®

  • Affiliated with Sagemark Consulting, a division of Lincoln Financial Advisors for over 29 Years.
  • Member Lincoln Financial Advisors Premier Partners, based in part on assets under management, sales and compliance criteria. 
  • CERTFIED FINANCIAL PLANNER(TM) Practitioner certification
  • Bachelor of Arts degree in Finance

 

Jerry Schmitt, 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
  • Bachelor of Science in Business Administration