Mary Anne has been affiliated with Sagemark Consulting/LFA since 1983 when she joined CIGNA Financial Services. She has held various positions during her tenure such as Planner Assistant and Regional LAN Administrator. She became the Regional Operations Manager for the Southern California Mega Region in 2000 but soon after the region separated and she became the Operations Manager of the Orange County Office. Some of her key responsibilities include: budgeting, payroll and commissions, administrative staffing and overall fiscal matters.
Mary Anne’s title changed to Business Operations Manager when she became a Registered Principal in 2004. In this position, she is responsible for compliance, human resources, and operations for the Orange County RPO. She has passed the FINRA exam series 6, 7 and 24 and has completed the Para planner certificate program from the College for Financial Planning in 1988.
Mary Anne and her husband, Tom, reside in Westminster, California with their 2 children, Scotty and Paige who are both attending community college. Mary Anne and her husband love baseball and watching Paige dance in competitions. She also creates rhinestone clothing for the local high school and dance teams. They have 2 dogs, Barkley, a black lab who is aging and a young mutt, Koba.
Let's explore affiliation options most appropriate for you. We invite your confidential call!
John R. Ekman Vice President—Western Division
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Unless otherwise identified, Associates on this website are registered representatives 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, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.