Meet Our Planning Team

Richard K. MacBarron, JD*, CFP^®, CBEC^®, AEP^® is a fee based Estate, Business Succession, Investment and Executive Benefits financial planner who has focused on the needs of the highly affluent for the past 34 years.

In addition to his financial planning practice, Rick has also held management positions within the financial services industry. Rick was formerly the Co Regional Chief Executive Officer of the Irvine California office of Lincoln Financial Advisors/Sagemark Consulting. As a Regional Chief Executive Officer, Rick was involved on a daily basis in the Estate, Business Succession, Investment and Executive Benefits planning areas.

Prior to joining Sagemark, Rick was a Registered Representative of, and a manager with, Aetna Life & Casualty for 11 years. During that time he held a variety of positions involving Estate and Business Succession planning.

Before his Aetna affiliation, Rick practiced law in Connecticut for three years. During his law practice, Rick was active in the fields of Estate and Business planning as well as Estate Settlement and Administration.

Rick is a on the national Board of the National Association of Estate Planners and Councils, he is a member of the Orange County Estate Planning Council, and he is an active member of the Financial Planning Association.

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* Licensed, but not practicing

• Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, compliance-related business and technical review of sales and marketing materials.


• Education: Juris Doctor degree from University of Bridgeport School of Law; Master of Laws degree in Taxation from Boston University School of Law; Master’s degree in Business Administration with a concentration in Finance from University of Connecticut; Bachelor’s degree in Accounting and Finance from Central Connecticut State University.

• Areas of expertise: Comprehensive and dynamic financial planning for the high net worth market.


• Education: Bachelor’s degree in Business Administration with a minor in Psychology from University of North Florida. Series 6,7 and 65 FINRA registrations.

• Areas of expertise: Comprehensive financial planning for the high net worth market.


• Education: Bachelor’s degree in Business Administration from University of North Florida.


• Professional designations: ChFC^®, CFP^®, CBEC^®, Series 6, 7, and 66 FINRA registrations.

• Areas of expertise: Comprehensive financial planning for the high net worth market.


• Education: Master’s degree in Business Administration from Regis University; Bachelor’s degree in Marketing, International Business, and Spanish from Miami University.

• Areas of expertise: Development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes.


• Education: Master’s degree in Business Administration from The University of Houston; Bachelor’s degree in Industrial Management from Purdue University. National speaker/trainer for Lincoln Financial Advisors.

• Areas of expertise: Estate, retirement, investment, and business succession plans.


• Education: Bachelor of Arts degree from The College of William and Mary. Member of the Northeast Florida Estate Planning Council.

As a Director of Planning for Lincoln’s National Planning Department, Jon is the primary planning contact for Lincoln’s offices in Phoenix, Greater LA/Westlake Village, Orange County, San Diego, and the California Fringe Benefit RPG. In his role, Jon provides consulting services to Lincoln advisors in all areas of financial planning with specialization in estate and business succession planning. Jon also collaborates with advisors to develop comprehensive personalized financial plans to address their clients’ goals and objectives. Having served on several advisory committees for Lincoln, Jon was heavily involved in developing national planning initiatives so advisors had greater access to the intellectual capital and expertise available throughout the organization.

Jon graduated from the University of California, Davis in 1994 with a double major in physiology and psychology. After a career in the pharmaceutical industry as a research scientist, Jon is utilizing his analytical background to further develop the financial planning practices of the advisors with whom he works.

• Areas of expertise: Complex estate planning, business succession planning, and retirement planning.


• Education: Summa cum laude, Master’s degree from Southern Methodist University.

• Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.


• Experienced in developing relationships with property and casualty, private banking and stock brokerage representatives, as well as catering to the needs of business owners and individuals who want to address their wealth preservation and estate planning needs.

• Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, and compliance-related business and technical review of sales and marketing materials.


• Education: Juris Doctor degree from Western New England University School of Law; Master of Laws degree in Taxation from Boston University School of Law; Bachelor’s degree in English from State University of New York at Buffalo.

• Areas of expertise: Key concepts and strategies for the high net worth market.


• Education: St. Lawrence University. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's Annual Estate Planning Forum, GAMA International's LAMP meeting, and numerous technical and internal Lincoln business management sessions.

• Areas of expertise: Multiple strategies for wealth transfer that meets objectives while reducing taxes for the high net worth market and business owners.


• Education: Juris Doctor degree from Northwestern University School of Law.

• Areas of expertise: High net worth estate distribution strategies, senior executive compensation, tax return analysis, and retirement planning.


• Education: Bachelor’s degree from University of Connecticut with concentrations in Finance and Accounting and Associate's degree from Manchester Community College.

• Areas of expertise: Fixed-income, equity allocations, alternative investments, and affluent wealth management.


• Education: Juris Doctor degree from Vanderbilt University School of Law; Bachelor’s degree in Political Science from Lipscomb University. Holds a Series 7 registration.