Meet Our People

Philip G. Moshier, CFP®, CRPC®, AEP®

Phil has consistently achieved Lincoln Financial Advisors Corp. highest performance awards, and top industry recognition for outstanding performance and quality service for his clients. Phil represents the third generation of Moshiers serving the financial needs of clients. He is a lifetime member of The Resource Group of Lincoln Financial Advisors, a group which consists of the top 200 planners in the company. Lincoln Financial Advisors has consistently recognized him as being in the leading 1% producers in the company. Phil has been honored for the last three years by Lincoln Financial Advisors by receiving the regional "Planner of the Year" award for continued excellence in the financial planning field.

Phil's approach for financial planning sets him apart from others in the industry since his analysis and recommendations encompass all aspect of an individual's situation, including estate tax strategies, retirement planning opportunities, employee stock option strategies, and estate preservation. His work consistently demonstrates his unique ability to deliver creative solutions to his client's complex financial concerns. He believes in establishing long-term relationships with his clients and his services entail the design, implementation and constant review of the financial plan in order to remain consistent with the client's ever changing needs and tax law changes.

Phil is a graduate of Denison University with a Bachelor's Degree in Economics. Phil also holds an advanced degree in the area of Investment Strategy and Portfolio Management. Phil recently completed his Chartered Retirement Planning Counselor, CRPC®, designation.

Drew Adler, MBA

Retirement Planning and Investment Specialist

With over 20 years of financial services experience, Drew specializes in retirement planning, 401(k) plans and investment analysis. Together with the members of the financial planning team, Drew's goal is to offer clients superior service and education as it relates to their retirement plans as well as their investment portfolios. Drew's primary focus is analyzing client holdings and offering suggestions to help maximize their portfolios potential in order to help ensure that their income and growth objectives are being addressed.

Drew is a graduate of The Ohio State University with a BS in Human Resource Management and Cleveland State University where he received an MBA in Finance.

Diane Dearth

Practice Manager

Diane is the Practice Manager for the team. Diane has been with Sagemark Consulting since 1996. As Practice Manager, Diane oversees the day to day operations of the practice including planning and preparing for client meetings, generating client financial plans, preparing investment reviews, and making sure that all client inquiries are taken care of on a timely basis. Diane excels in providing seamless service to all clients of the practice.

Diane has been recognized as "Assistant of the Year" by the National Association of Insurance and Financial Advisors, NAIFA. She was also recently recognized by Lincoln Financial Advisors as one of the top 5 Planner's Assistant in the country. She is presently serving on the Advisory Board for the annual meeting of Assistants and Practice Managers at Lincoln Financial Advisors.

Diane holds a Bachelors of Science/Business Administration from The Ohio State University.

Mark O'Sickey

Case Specialist

Mark is joining our team as a Case Specialist. Mark comes to us after serving two years in the army as an army medic. He was stationed in El Paso, Texas. Prior to his service in the army, Mark resided in Florida where he held various sales positions in the golf industry as well as the graphic design industry.

Mark holds an Associate degree from the San Diego Golf Academy. He is currently attending the University of Akron in order to further his education by obtaining a degree in Business Administration majoring in Finance

Gina Restifo

Administrative Assistant

Gina joined Sagemark Consulting in 2006 as an Administrative Assistant. Gina provides administrative support and expertise in the areas of insurance and investments for members of the financial planning team. Gina brings excellent follow up and administrative skills to the Administrative Assistant position.

Prior to joining Sagemark Consulting, Gina was a customer service representative for an automotive products company. Gina has extensive background in administrative support and brings excellent organizational as well as customer service skills to our team.


Director of Financial Advisory Services

  • Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland.

  • Member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. Published an article in the Encyclopedia of World Terrorism entitled,"The Impact of 9/11 on the Global Economy."


    Second Vice President of National Design/Advanced Planning

  • Member of the American and Connecticut Bar Associations.

  • B.S. degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; M.B.A. (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.


    Director of Financial Advisory Services

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

  • Masters in Business Administration for The University of Houston and a Bachelor's degree in Industrial Management from Purdue University. National speaker/trainer for Lincoln Financial Advisors.


    Chief Investment Strategist

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

  • BA in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.


    Director of Planning

  • Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.

  • Summa cum laude, Master's degree graduate from Southern Methodist University.

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

    National Design/Advanced Planning Attorney

  • Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.

  • BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.