Meet Our People

Todd Stanard CFP® , ChFC, CRPC

Managing Principal for Paramus

Todd A. Stanard is a CERTIFIED FINANCIAL PLANNER™, Practitioner, Chartered Retirement Planning Counselor and a Chartered Financial Consultant performing comprehensive fee-based financial planning services and acts as the Managing Principal for Lincoln Financial Advisors’ New Jersey Regional Planning Office (NJRPO).



A. Gary Katz

Wealth Preservation Specialist

201-556-4540

I specialize in helping retired individuals, owners of closely held businesses and other successful professionals reduce their current taxes, satisfy charitable desires, and efficiently transfer their assets to their children and grandchildren.



Gary Katz

Managing Principal

Gary earned his B.A. Degree from the University of Miami, has over 25 years of experience as a financial planner who empowers high net worth families, retired couples, independent professionals, business owners, and executives as they work to achieve financial independence.



Richard E. Austin, JD*, LLM

Director of Financial Advisory Services

Rich came to Sagemark with a diverse background in trust and estate law, financial planning and trial law experience. In addition to running his own practice, Rich was a staff attorney with the AYCO Company, a financial planning firm focusing on complex tax and estate planning issues for high level executives.



Jeffrey Trombetta (JT)

JEFFREY TROMBETTA (JT) has over 17 years of experience in the investment field, and over twelve of those years with Sagemark Consulting. JT brings tremendous analytical skills as well as a practical working knowledge of investments, having worked directly with two of Sagemark’s top investment planners for almost half of his tenure with Sagemark.



Bhadresh Patel

Technology Team Lead for NY/NJ

Bhadresh Patel has joined the LFA team as a Lead IT System Analyst for the New Jersey offices as well as New York Offices. Bhadresh is certified in many areas of Technology such as: MCSE, MSCA, CCNA, and MCP 2003.



Yara Abbasi

Local Operations Leader

Yara Abbasi Graduated from Rutgers Business School in May, 2002 with a double major in Finance and Economics. While she was a college student, she was interning at Lincoln part time from May 2001 - May 2002. She started working full time at Lincoln in June 2002. She now works in the Rochelle Park office as Investment Processor for the Metro NY/NJ region.



Rosario Greco, CPA*, CFP®, CRPC

Helping clients establish and work toward achieving their long-term financial goals is the primary focus of my practice. Whether it is retirement, wealth preservation and transfer, or leaving a legacy, every person and situation is unique and requires solutions that are customized and highly personal.



David Nader, CFP®

David Nader readied himself for a career in financial planning while completing his BachelorÂ’s Degree in Finance at the College of New Jersey in 1985.
The early decades of his career were spent at Mutual of Omaha and Metropolitan Life working with families and small business owners on their risk management and investing needs.



Craig C. Bartlett, CFP®, CRPC

Craig is the Managing Partner and a Financial Planner whose primary areas of responsibility are defining the client experience as well as proactively implementing planning strategies that help clients’ accomplish their financial goals with greater sense of security. As a result of being personally introduced to new client relationships, it allows the practice to help more people while at the same time grow in size, scope and capacity by adding more team members all for the benefit of enhancing our client service model. Craig is constantly developing relationships that seek to compliment the suite of services currently provided. As Managing Partner, he calls on his leadership skills to set the strategic direction of the practice. This includes training, motivating and coordinating the efforts of the entire team to produce at the level of quality service clients have come to appreciate and rely upon for confident decision making.



Jason D. Brito, CFP®, CRPC

Jason is the Investment Specialist and a Financial Planner, whose primary areas of responsibility are implementing investment related transactions, analyzing investment portfolios and assisting in the due diligence of various investments and investment products. Jason is also influential in managing current client relationships as well as securing new client relationships and centers of influence.



Paul E. Metcalfe, CLU, ChFC, AEP, CRPC®

Paul E. Metcalfe, CLU, ChFC, AEP, CRPC® is an investment advisor representative and registered representative with Lincoln Financial Advisors, a registered investment advisor and broker/dealer.



Nicholas Petriello, CFA, CRPC

Nick is the Managing Partner and Director of Investment Planning whose primary area of responsibility is designing and implementing investment strategies. Each client situation receives a thorough analysis of their existing portfolio and customized recommendations designed to maximize investment returns for the amount of risk taken.



Daniel A. Prisciotta, CFP®, CPA*/PFS, ChFC

With over 25 years of business exit, financial and estate planning experience, Dan Prisciotta delivers a superior level of commitment and expertise necessary to create situation-based financial strategies and translate them into immediate, actionable steps. He puts a premium on all of his relationships and he believes that a successful engagement can only be realized through a shared vision.



Stuart C. Hoch, ChFC®

As a Financial Planner, I work with individuals, families, and business owners who want to manage their money in a way that will allow them to reach the financial goals they have set for themselves.



Frank Stuart, CRPC, CFS®, RFC®

My focus as a Financial Planner is to devote myself to the financial well being of my clients. My philosophy is to make myself accessible to them, listen to their financial needs, and respond to them in turn. My goal is to provide comprehensive financial planning by sharing my extensive knowledge in a language that they can readily understand. Most important is that my clients trust me and treat me like family, which speaks volumes about our relationships. The bottom line is that I help my clients work toward achieving their financial goals.



Theodore D. Lesko CFP®, CPA*, JD*

Financial Planner

201-556-4573

Ted provides comprehensive financial planning advice to help people work toward their financial goals in the most efficient and tax effective manner possible. Over the past 20+ years, Ted has helped business owners, executives, families, affluent individuals and retirees identify and work toward their goals in the areas of business continuity planning, estate planning, and retirement and investment planning.



Dennis B. Warfield

Financial Planner

203-286-8252

Dennis’ financial planning and investment advisory practice specializes in helping families, successful professionals, business owners and retirees strategize to reduce their taxes, plan for retirement, potentially maximize the return in their investments and efficiently transfer their assets to their chosen heirs.



Ken Burack, CFP®

My clients want to work with me because of my core values. I care, I am empathetic, and I take time to understand my clients and their needs/goals. I am knowledgeable, creative, and I have a bias towards action. I do what I say I will do, I finish what I start, and I enjoy seeing the fruits of my accomplishments come together to develop into a cohesive plan to help meet my clients’ objectives.



ATTAH-JUNDWE OBIAJULU, CFP®, CLU, CLTC

516-334-3900

Attah-jundwe Obiajulu began his financial career in 1969 when he started as a small business-lending officer at New York’s Manufacturers Hanover Trust Co. (now J.P. Morgan Chase). As a consequence of his Nigerian heritage and foreign language skills, Attah-jundwe was transferred to that bank’s international division to help build their portfolio in sub-Sahara Africa. While there, he developed and managed the bank’s multi-million dollar project financing, investments and commercial trade financing portfolios for institutional, governmental, and high net worth clients in 24 African countries.



Gary Beane

Wealth Planning Advisor

914-305-9032

Together with the members of my staff, I have the expertise necessary to help solve complex financial problems, the resources to keep your planning current with your evolving financial goals, and the commitment to provide advice that makes a difference.



ROY S. GILBERT, JD*, CLU, ChFC

Private Wealth Advisor

516-682-7527

Roy Gilbert is a Private Wealth Advisor who has broad experience and acumen in serving business owners, professionals, corporate executives, retirees and the soon to be retired, typically who have achieved a significant net worth.



Brian S. Garnets

Brian Garnets has been a financial planner with Sagemark Consulting, a division of Lincoln Financial Advisors, for over five years. Brian has over fifteen years experience in the financial services industry. After receiving his BS in Finance and Accounting from the University of Maryland, Brian began his career as a retail stockbroker. This experience gave him a well rounded understanding of equity markets.



Frank P. Gusmano

Frank Gusmano has been a financial planner with Sagemark Consulting since 2008 and has over 20 years experience in the financial services field. After majoring in Economics and Political Science at Hofstra University’s New College, Frank began his career working for a member firm on the floor of the New York Stock Exchange. He continued working on the NYSE floor for the next 23 years. While employed at the stock exchange, Frank had his first experience with financial planning when his company’s new benefit’s provider offered him a free financial plan with his healthcare and 401(k) package. Frank was impressed with the process. Frank decided to change careers and took a position at MetLife where he gained a thorough understanding of insurance products and their benefits. With the combination of his life and health and investment experiences, Frank felt prepared to focus his practice on financial planning and decided to bring his practice to an organization that would provide him with the most professional support to best serve his clients. His search led him to Sagemark Consulting, a division of Lincoln Financial Advisors Corp..



William Handwerker, ^AIF*

Mr. Handwerker worked at Nathan’s Famous Inc. for over twenty years and helped the company grow to over two hundred restaurants. He grew up in the business and worked his way up through the ranks and held the position of Senior Vice President of Corporate Food Service until he left the company in 1996. He is the grandson of Nathan and Ida Handwerker, the founder of Nathan’s.



James H Dean, CLU, ChFC®

Jim has been involved in the financial services industry since 1967. Prior to joining Sagemark Consulting, Jim was President and CEO of James H. Dean & Company, providing actuarial and retirement planning services to closely held businesses.



Kelby W. Edwards

Private Wealth Advisor

914-305-9037

Kelby Edwards is a wealth advisor whose practice provides advice to business owners, corporate executives and retirees in the areas of comprehensive financial, estate, business succession and legacy planning. Kelby also has a specialized niche focusing on financial planning for families who care for children and adults with special needs. Personally entwined in special needs care at home, Kelby has a keen understanding of the distinctive facets that face families who want to ensure their loved ones are taken care of.



Robert E. Graef, ChFC, CRPC ®

Robert Graef is a Financial Advisor holding designations as both a Chartered Financial Consultant (ChFC) and a Chartered Retirement Planning Counselor (CRPC®). During his twenty-nine years in the financial services industry, Bob has been a guest speaker at local and national workshops for industry professionals, and has been quoted in TIME Magazine.



Anthony M. Leonardi, MBA, CFP®, CRPC®

Private Wealth Advisor

914-305-9017

•Anthony Leonardi has been assisting investors for over a decade

•Started career after receiving business degree from Providence College

•MBA in International Business from the University of Connecticut

•Obtained the prestigious CERTIFIED FINANCIAL PLANNER™ certification and the CHARTERED RETIREMENT PLANNING COUNSELOR® Designation after rigorous study at the College for Financial Planning



Jeffrey Shearman

J.R. Shearman & Associates specializes in tactical and strategic financial planning for the affluent. Our work is at the intersection where life meets wealth. We address the complex needs of families and business owners that may have a team of existing advisors in place.



ABE SHTULSAFT, CFP®

Director of Planning, Metro NY/NJ

(914) 305-9015

Utilizing a Values based planning perspective Abe focuses on investment, estate, charitable, and business planning design alternatives. He works closely with clients and their advisors in goal setting, analyzing gaps and developing complementary design and implementation strategies. Abe has a “Special Care” designation in Special Needs Planning and has worked with planners and clients in developing long term holistic strategies.