Our People

Richard R. Rake, CLU, CFP®  has been in the financial services profession since 1975.  He has earned his CHARTERED LIFE UNDERWRITER designation and is also a CERTIFIED FINANCIAL PLANNER practioner.  He is a Registered Representative and Investment Advisory Representative of Lincoln Financial Securities Corporation.  He has successfully completed the FINRA sponsored examinations - Series 1, 7, 24, 26, 63, and is registered in the states of CT, FL, NJ, NY, OH, SC,  VT, CA, CO, DC, GA, KY, ME, MD, MA, & NH.  He also is a licensed Life, Health and Long Term Care Insurance Professional.
 

 

Mark Pappa began his career in the financial services profession in 1996.  He spent six years working at an investment boutique firm in New York City where he serviced high net worth clients.  Mark conducts a 21 Point Financial Review to help people discover hidden risks and unnecessary fees they could by paying, along with discovering benefits they could be missing but are not receiving.  He begins by focusing on 10 non-investment areas that could potentially throw a financial plan into a tailspin if not addressed in a timely manner.  He is a Registered Representative and Investment Advisory Representative of Lincoln Financial Securities Corporation.  He has successfully completed the FINRA sponsored examinations -  Series 7, 65, 63, and is licensed in CT, FL, NJ, NY, OH, SC, & VT.  He also is a licensed  Life and Long Term Care Insurance Professional.