Private Wealth Services

Our relationship with you is based on our Strategic Wealth Experience. Together, we develop a strategy to help you achieve your goals and create your legacy.

As part of Sagemark Consulting Private Wealth Services, a preeminent group of financial planners who work with some of the most affluent families in America, Regina and the deep resources within the Private Wealth Services team, can help you compose a future that is harmony with your vision, by providing objective and proactive advice in wealth management, business continuity and sophisticated wealth transfer strategies.

Our Esteemed Private Wealth Services Team


Regina Beatty, CFP®, CRPC®
Private Wealth Strategist
724.834.8100
Regina.Beatty@LFG.com

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GREGORY W. BUTLER, ChFC®, CFP®, CLU®

GREGORY W. BUTLER, ChFC®, CFP®, CLU®

Director of Financial Advisory Services

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DOUGLAS B. RICHMOND

DOUGLAS B. RICHMOND

Director, Sagemark Consulting Private Wealth Services

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RUSSELL G. JONES

RUSSELL G. JONES

Executive Director, Sagemark Consulting Private Wealth Services

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DONNA L. ROWAN, J.D.*, LL.M., CLU®, ChFC®

DONNA L. ROWAN, J.D.*, LL.M., CLU®, ChFC®

National Design/Advanced Planning Attorney

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NASSER ALI, CFA, CFP®, AAMS, CMFC, CRPC

NASSER ALI, CFA, CFP®, AAMS, CMFC, CRPC

Director of Financial Advisory Services

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ROBERT E. APPEL, J.D.*, LL.M., MBA

ROBERT E. APPEL, J.D.*, LL.M., MBA

Second Vice President of National Design/Advanced Planning

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RICH E. AUSTIN, J.D.*, LLM, CRPC

RICH E. AUSTIN, J.D.*, LLM, CRPC

Director of Financial Advisory Services

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JOSEPH FLYNN, J.D.*

JOSEPH FLYNN, J.D.*

Design Attorney

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BEN T. HUDDLE, CFP®, MBA, CRPC

BEN T. HUDDLE, CFP®, MBA, CRPC

Director of Financial Advisory Services

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TIMOTHY S. JOHNSON, J.D.*, CRPC

TIMOTHY S. JOHNSON, J.D.*, CRPC

Chief Investment Strategist

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DIANNA PARKER, CFP®

DIANNA PARKER, CFP®

Director of Planning

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ROBERT A. STUDIN, J.D.*, CPA*, CFP®, CLU®, CRPC, ChFC®

ROBERT A. STUDIN, J.D.*, CPA*, CFP®, CLU®, CRPC, ChFC®

Executive Director, Financial Advisory Services

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MARY T. YOUNG, ChFC®, CRPC, CFP®

MARY T. YOUNG, ChFC®, CRPC, CFP®

Director of Financial Advisory Services

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