The Resource Group (TRG) is a Nationwide Network of Top Planners within Lincoln Financial Advisors Working Together to Drive Practice Development and Provide Industry-Leading Service to Clients
EDINA, Minn., May 6, 2015 — Anne Machesky, financial advisor with Sagemark Consulting, a division of Lincoln Financial Advisors Corp. (LFA) in Edina, Minn., was named vice chairman and Investment Committee chair for The Resource Group’s 2015 Board of Directors during the group’s annual meeting in Las Vegas, Nev. April 28 – May 1.
The Resource Group (TRG) is an invitation-only, nationwide network of the top 200 planners within LFA. The goal of TRG is to collaborate, share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – and partner with home office executives and committee concierge support to help drive practice development among advisors and provide industry-leading service to clients.
TRG’s Board of Directors is composed of chairpersons leading various committees and subcommittees made up of TRG members and home office partners. These committees deliver ideas and actions critical to the success of LFA advisors and their business. Machesky, who was first elected Investment Committee chair in 2010, will continue to be responsible for recommending and driving enhancements to Lincoln’s investment platform and support services, promoting educational programs and tools relating to investments, and delivering timely updates and informational sessions to TRG on a range of investment topics.
Machesky, a 35-year financial services industry veteran, joined Sagemark Consulting in 2001 as a registered representative of LFA. In her practice, Machesky provides comprehensive financial advice, specializing in wealth and income planning. In addition to advising, she has served as a host and speaker at LFA’s annual education forum since 2004. Prior to joining Sagemark, Machesky was founder and president of her own Registered Investment Advisory Firm for eighteen years. She is also president of Nwyze, a thought strategies company focusing on broadening individual or group perspective to navigate shifts in business transitions.
Machesky is a three-time qualifier for Women in Insurance & Financial Services (WIFS) Circle of Excellence award. She holds FINRA series 7 and 24 registrations.
Machesky’s office is located at 7701 France Avenue South, Suite 100, Edina, Minn.
About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC. Consisting of approximately 8,400 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families.
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015. Learn more at: www.LincolnFinancial.com. Find us on Facebook, Twitter (@lincolnfingroup), LinkedIn and YouTube. To sign up for email alerts, please visit our Newsroom at http://newsroom.lfg.com.