100 Northfield Drive, Suite 200
Windsor, CT 06095
ph: 860-298-1800
fax: 860-298-1812
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Windsor, Connecticut Office

100 Northfield Drive, Suite 200
Windsor, CT 06095
ph: 860.298.1800
fax: 860.298.1812

 

 

Robert DiPadua

Regional Director

Phone

Ph: 860.298.1963
Fax: 860.298.1812

 

Brian Clark

Director of Supervision

Phone

Ph: 860.298.1992
Fax: 860.298.1812

 

Michelle Jones

Business Operations Manager
Windsor, CT Office

Phone

860.298.1901

Email Address

Michelle.Jones@LFG.com

 

Michelle Perillo

Relationship Management Director

Phone

Phone: 860.298.1969
Fax: 860.298.1812

 

Christina Tran

Office Administrator

Phone

860.298.1800

Email Address

Christina.Tran@LFG.com

 

Susan C. Barnes, CIC

Financial Planner

Phone

860.298.1810

Email Address

Susan.Barnes@LFG.com

 

D. Weston Boyd, MBA, CFP®

Financial Planner

Phone

860.298.1817

Email Address

Wes.Boyd@LFG.com

Practice Areas

  • Wealth Planning Advisor
  • Retirement Income Distribution
  • Comprehensive Financial Planning

Education

  • Tuck School of Business at Dartmouth, MBA, 1967
  • Williams College, BA, 1965

D. Weston Boyd has had a financial planning practice and been affiliated with Sagemark Consulting/ Lincoln Financial Advisors, previously Cigna Financial Advisors, since 1990. Prior to then he had an extensive career as an executive with such Fortune 500 firms as General Mills, Inc. and AT&T. His practice uses business management and modeling techniques to help clients to set concrete goals, create actionable plans, reduce uncertainty and conscientiously manage risk to help preserve, protect, and perpetuate wealth for themselves and those they care about. Wes was born, and raised, in Pittsfield, Massachusetts. He received his BA from Williams College in 1965 and then attended the Amos Tuck School of Business Administration at Dartmouth College, where he received his MBA in 1967. Among the states he is insurance licensed and FINRA registered to practice are Connecticut, Massachusetts, and New York.

Wes was awarded his CFP® (CERTIFIED FINANCIAL PLANNER) designation in 2000. He has lectured often on “Behavioral Finance: Why Smart People Make Big Money Mistakes”. He is also active in his community, by sitting on the Board of Directors of The Hartford Symphony Orchestra, being a member of The Boston University Tanglewood Institute Advisory Counsel, and as a member of the Foundation Board for the Hospital for Special Care.

Wes lives in Avon, CT with his wife, Joann. He has successfully put into practice a number of the planning techniques he endorses. First, setting aside sufficient funds during the first years of life of his daughter, Alicia, so she could graduate from the College of William and Mary in 2000, and of his son, Ryan, so he could graduate from Williams College in 2005 without needing to dip into current cash flow to pay tuition during their college years. And he now has set up 529 plans for his young grandchildren, Caleb and Claire.

CRN-2901238-011020

 

 

Erik Lillibridge

Private Wealth Advisor

Phone

860.298.1925

Email Address

Erik.Lillibridge@LFG.com

With over 15 years of experience in the financial services industry, I have become a firm believer that everyone should be provided with an exceptional and unique financial planning experience.

As a Private Wealth Advisor, I strive to understand your family’s lifetime financial needs and your specific goals and objectives.

I work with business owners and successful individuals on strategies that are designed to support and protect their businesses and provide family financial confidence in the future they envision.

I have experience working collaboratively with your accountants, attorneys and other advisors to ensure coordination in your financial planning.

Utilizing a personalized, comprehensive approach, I identify financial planning needs and with your approval, implement solutions that help pursue your personal goals and objectives. This provides confidence that those objectives can be met.

Together with the members of my staff, I have the experience and knowledge to help solve complex financial problems, the resources to keep you informed as economic conditions change and the commitment to provide advice that makes a difference.

Erik lives in Bloomfield, CT with his wife Barbara. He is a published photographer and enjoys martial arts and spending time with his family. He is a member of the Porsche Club of America and enjoys track days at Lime Rock Park and other New England race tracks.

CRN-2291206-102418

 

Russell G. Lowry, CFP®, CRPC, CWM™

Wealth Planning Advisor

Phones

Toll Free: 888.921.8455
Florida: 904.380.4049

Email Address

Russell.Lowry@LFG.com

Websites:
www.rlowry.com
www.amon360.com

Russ Lowry specializes in serving the business owner and high networth family markets. Through his fee based financial planning and investment advisory practice Russ helps his clients accumulate wealth, protect the wealth they’ve already accumulated and transfer it in tax efficient ways that support their personal and family values.

He has a Bachelor of Science degree from Fairfield University, is a graduate of The American College, earning the Chartered Retirement Planning Counselor (CRPC) designation and the Global Academy of Finance and Management, Chartered Wealth Manager (CWM) designations and holds the CERTIFIED FINANCIAL PLANNER® certification. Russ has been a continuing education instructor to hundreds of area accountants, realtors, and financial planners. He is a former member of the board of directors of The Society for Financial Service Professionals, and a registered representative of Lincoln Financial Advisors Corp, a broker/dealer (member SIPC) and an Investment Advisor Representative of Sagemark Consulting, a division of Lincoln Financial Advisors, a Registered Investment Advisor.

Prior to joining Sagemark, Russ held numerous Vice President and General Manager positions for both private and public technology companies. He was co-owner of Lincoln Computer Company, a network design and installation firm. During that time he invented a computer monitoring, help and security system called NetLinc™ which is in use today in hospital and healthcare systems supporting tens of thousands of users throughout the United States. He and his partners successfully sold their firm to an international, publicly traded company in 1998.

During his prior 25 years in business, Russ was responsible for the design and implementation of numerous financial planning, currency exchange and accounting systems for numerous well known global public corporations as well as many more local and regional companies.

He is a financial supporter of Wounded Warriors, Junior Achievement, the Hunger Project, and Wooster School, a private college preparatory school in Danbury, CT.

Currently living in Yulee, Florida with his wife Peggy, Russ is a golfer, boater, skier, defensive pistol competitor, and an experimental helicopter test pilot and mechanic.

Lincoln Financial Advisors Corp. and its registered representatives do not give legal or tax advice. Russell Lowry is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC).  Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor.  Insurance offered through Lincoln affiliates and other fine companies.  Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. 100 Northfield Drive Suite 200 Windsor, CT 06095 860-298-1893 CRN-2694883-082019

 

James P. Martin, CFP®, CRPC®, MBA

Private Wealth Advisor

Phone

866.428.1577

Email Address

James.Martin@LFG.com

Website: www.d4dscg.com

Jim is the founder of D4D Strategic Consulting Group, a Private Wealth Advisor with Sagemark Consulting Private Wealth Services, and a Principal of Excalibur, LLC. His practice specializes in Wealth Distribution and Risk Management strategies. Until March of 2012, Jim had additional responsibilities as the Managing Principal of Sagemark Consulting’s New England Regional Production Office.

Jim was elected Chairman for 2019/2020 and is on the Board of Directors of The Resource Group, an invitation-only, nationwide network of the top 200 planners within LFA. He is an active member of Lincoln Premier Partners ® , the Business Intelligence Institute, and the Equity Strategies Group. He has been recognized and received numerous awards for his personal production, coaching, and leadership results. Additionally, Jim is active and much sought after as a featured speaker to both industry and public groups and is a Certified Ethics Instructor by the CFP ® Board of Standards, Inc.

Prior to joining Sagemark Consulting/Lincoln Financial Advisors in 1999, Jim was a Senior Officer for 12 years at Fleet Financial Group. Jim is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Planning Counselor, and is an original Director of the National Association of Estate Planners and Councils (NAEPC) first ever Virtual Chapter. He holds a Masters of Business Administration from Rensselaer Polytechnic Institute and a Bachelor of Science in Finance from Bryant College.

Jim currently serves as chairperson for the Town of Windsor’s Economic Development Commission. In 2015, Jim was inducted into Canton High School’s Wall of Fame in recognition of his outstanding leadership, scholarship, and civic duty. Jim hosted his own financial planning television show entitled “Wealth Matters”, an educational program that featured interviews with prominent leaders within the state’s insurance, legal and investment industry, aired on various cable systems throughout Connecticut. He also has appeared on NBC and ABC discussing a variety of financial topics.

Jim and his wife, Kathleen, live in Windsor, Connecticut.

 

CRN-2553556-052319

 

Mary C. Mattke, CLU, CRPC®

Private Wealth Advisor

Phone

860.298.1843

Email Address

Mary.Mattke@LFG.com

 

William Matzinger, CFP®

Private Wealth Advisor

Phone

860.298.1880

Email Address

Bill.Matzinger@LFG.com

 

Brian Noe, ChFC®, CLU®

Private Wealth Advisor

Phone

860.298.1967

Email Address

Brian.Noe@LFG.com

Website: www.BrianNoeAdvisor.com

With over 35 years of life experience in the world of wealth advising, economics, business, and raising a family, Brian brings the experience and integrity that is expected for and by the people we work with.

Brian has previously held positions as a Vice President of a multi-million-dollar business, Contract Negotiator, Pricing Estimator for billion-dollar projects, Corporate Liaison between the company and government customer, and a Consultant to business owners and government entities.

In addition, Brian has over 20 years of experience as an Adjunct Professor of Economics bringing an education perspective to the conversation, and has been a speaker at industry conventions.

As a pilot and former volunteer firefighter, Brian learned how to anticipate expected and unexpected developments and how to have a system of redundancies to deal with adversity and take advantage of opportunity.

Some of Brian’s other activities include bike riding, the beach, camping, hiking, and birding after enjoying many years of coaching youth baseball and soccer, and serving as Town Treasurer and Chairman of the Board of Finance. Brian enjoys helping others spend more time with their families and friends while becoming financially independent.

CRN-1820960-061417

 

Gary W. Paul, CRPC®

Private Wealth Advisor

Phone

860.298.1918

Email Address

Gary.Paul@LFG.com

Website: charteroakwealth.com

LinkedIn page

A cornerstone of successful financial planning is the recognition that everyone’s economic and life situation is unique. Gary has used this personalized approach to help match affluent individuals, families and their closely held entities with customized financial solutions designed to meet their needs through a commitment to professionalism and the cooperative development of unique, personal goals.

Gary joined Sagemark Consulting as a Private Wealth Planner in the spring of 2014 as a way to enhance the solutions available to his clients. Prior to that Gary was an advisor at Ameriprise Financial where he established his advisory practice in 2005.

Gary is a lifelong resident of Berlin, CT where he is active in charity and civic organizations. He’s an avid outdoorsman, skier, and baseball fan. More than anything else, Gary enjoys sharing time with his wife and three young children.

Experience

  • Private Wealth Planner, CRPC® at Sagemark Consulting: May 2014 – Present
  • Financial Advisor, CRPC® at Ameriprise Financial Services, Inc.: July 2005 – May 2014 Education
  • Bachelor of Science, University of Vermont – 2003
  • Chartered Retirement Planning Counselor (CRPC®), College for Financial Planning

CRN-2149367-061318

Gary P. Salva

Wealth Planning Advisor

Phone

860.298.1823

Email Address

Gary.Salva@LFG.com

Website: garypsalva.com

Gary has been with Sagemark Consulting (Lincoln Financial Advisors/ CIGNA Financial Advisors) since 1991 and has earned senior planner status. He currently holds FINRA Series 6, 7, 63 security registrations and licenses for life, health, long term care and variable annuities.

Gary earned his Bachelor’s degree in 1983 with studies in Real Estate and Finance at The University of Connecticut.

As a Wealth Planning Advisor, Gary provides professional and objective financial advice conducted on your terms, providing connections to help you preserve, grow and transfer the assets you have accumulated. Gary specializes in working with some of the most affluent families, and has over 25 years of experience in assisting clients to build and preserve their financial legacies.

Gary will work closely with your attorney, accountant and other advisors to implement your desired solutions.

Other Achievements:

Honors & Recognition Awards:
- Chairman's Council*
- LFN President's Club**

  • Owner of a commercial real estate development and management company, 1985 - 1991
  • Developed a retail food franchise, 1988 - 2009
  • Frequent speaker at estate planning seminars
  • President's Circle member of the Middlesex County Community Foundation and serves on the Board of Directors and Development Committee
  • Avid car collector and enthusiast
  • Resides in Middlefield with his wife Beth and their 5 children.

* The Chairman’s Council represents the top one percent of financial planners affiliated with Lincoln Financial Advisors.
**An internal designation of Lincoln Financial Advisors Corp. based in part on assets under management, sales and compliance criteria.
CRN-2188395-072418

 

Arthur P. Scolari

Financial Planner

Phone

860.298.1910

Email Address

Arthur.Scolari@LFG.com

 

Peter B. Wakeman, CLU, ChFC

Registered Representative

Phone

860.298.1924

Email Address

Peter.Wakeman@LFG.com

 

Lei Wang, CFP®, MBA, CFS, CRPC®

Private Wealth Advisor

Phone

860.298.1973

Email Address

Lei.Wang@LFG.com

Website: leiplan.com

For over 20 years, Lei has helped many people achieve clarity and completion in Planning due to real-world wisdom which was brought to each client’s unique circumstance. Her goal is to help her clients create, preserve and transfer wealth more effectively than they are currently.

A Chinese native, Lei attended the Rensselaer Polytechnic Institute where she graduated with a Masters Degree in Business Administration, majoring in Financial Services. In her personal life, Lei enjoys traveling and spending time with her family. She is also a talented artist.

Lei has earned the following designations: Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®) and Certified Fund Specialist (CFS).

CRN-2071468-032818

 

Mary T. Young, CFP®, ChFC, CRPC®

Director of Financial Advisory Services

Phone

860.298.1923

Email Address

Mary.Young@LFG.com

Mary Young is currently an AVP, Director of Financial Advisory Services. In this role, Mary shares responsibility of managing the National Planning Team and Lincoln Financial Advisors’ unique planning process. With over 30 years of experience within the financial planning industry, she specializes in high net worth estate distribution strategies, senior executive compensation, tax return analysis, and retirement planning.

Mary serves as a national resource for Lincoln Financial Network advisors across the country and serves on several national committees.

Mary holds a Bachelor’s degree from The University of Connecticut and an Associate’s degree from Manchester Community College.

CRN-2575680-060719