Gerard Verbeek

Gerard has been a financial planner since 1993 and is the Principal of Verbeek & Associates, operating under the arm of Sagemark Consulting/Lincoln Financial Advisors. He is a member of both The Resource Group (an internal, invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors) and Lincoln Financial Group’s Premier Partners Program (an internal designation based on assets under management, sales and compliance criteria). Gerard has a broad range of Clients including professional athletes, business owners, executives and retirees, for which he provides investment portfolio design, financial modeling and a special focus on income and estate tax reduction planning. He also has small business experience outside the financial world: he grew up in Sarnia, Ontario, on a farm where his family raised livestock and operated 1,600 acres of land. Gerard has been married to Jennifer since 1994 and they have two daughters, Keelie and Kerrie, currently attending Washington College in Maryland and Colby College in Maine. He graduated in 1993 from St. Lawrence University in Canton, NY, where he also played 4 years of NCAA Division I ice hockey.