Broker Check

Appleton Office

1010 South Oneida Street

Appleton, WI 54915

Meet the Team

At our firm, we have the client—and only the client—in mind.

It is our mission to engage, inform, and empower our clients to confidently navigate life’s journey. We are passionate about providing opportunities for our clients by helping them create a vision and set goals for themselves and their loved ones. We do this by asking better questions, intensely focusing on being great listeners, and collaborating with existing advisors (attorney, accountant, etc.) to make sure all aspects of their plan are integrated.

At our firm, we have the client—and only the client—in mind.

Our team’s knowledge, experience, and expertise combined with our state-of-the-art suite of tools and processes result in plans that are straightforward, sensible, and sustainable. Whether business or personal, we use each client’s unique plan to organize, simplify, and protect their future. Together, we can build something that lasts. This is, in fact, both why our clients come to—and stay with—us for the long haul.

For a fresh perspective and an individualized approach, we invite you to contact us. Let’s connect to see if your unique situation fits what we do best. Regardless of the outcome, we appreciate the opportunity to get to know you.

Sagemark Consulting National Planning Team

John Schatz

John W. Schatz, CRPC®

Director of Financial Planning & Member of Investment Strategy Group

(920) 739-6131

(920) 830-0521

Robert Appel

Robert E. Appel, J.D.*, LL.M., M.B.A.

Second Vice President of National Design/Advanced Planning

(920) 739-6131

(920) 830-0521

Douglas Richmond

Douglas Richmond

Regional Director of Advisor Development, Southern Division

(920) 739-6131

(920) 830-0521

Fred Fedorowich

Fred Fedorowich, CFP®, CRPC®

Director of Planning

(920) 739-6131

(920) 830-0521

Aaron Huntoon

Aaron Huntoon, MBA, CRPC®, CBEC®

Director of Planning

(920) 739-6131

(920) 830-0521

Julia Santullano

Julia Santullano, JD*

Director of Planning

(920) 739-6131

(920) 830-0521

Timothy Johnson

Timothy S. Johnson, J.D.*, CRPC®

Chief Investment Strategist

(920) 739-6131

(920) 830-0521

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us