PrisCo Team
GLENDA WILKERSON, FPQP
Risk Management Specialist
Glenda has over 17 years of financial services and case management experience. She joined our firm in January 2020 handling all risk management cases and underwriting. Prior to joining PrisCo Financial, Glenda served as the Risk Management Specialist to other major financial planning practices throughout Osaic Wealth, Inc. since 2006. Glenda holds the designation and licenses listed: Financial Paraplanner Qualified Professional (FPQP) and Life & Health Insurance licenses.
Glenda is a graduate of California State University with a B.S. degree in Business Administration. Glenda resides in Pueblo, CO with her 2 children, Ava and Dax.
CATALINA CONTRERAS
Marketing Manager
Catalina is the Marketing Manager for PrisCo Financial. She joined the company in March 2010 as the Marketing and Finance Intern. After receiving a B.S. in Business Administration minoring in Marketing and Finance from Montclair State University, Catalina became the Marketing Manager handling the marketing affairs of PrisCo Financial. Prior to joining the firm, she was Head Teller at Valley National Bank. Catalina holds her Series 7 and Life and Health Insurance licenses, and plans to sit for her Series 66 registration.
RUSSELL G. JONES
Executive Director, Sagemark Consulting Private Wealth Services*
Primary area of expertise is developing key concepts and strategies for the high net worth market.
Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's Annual Estate Planning Forum, GAMA International's LAMP meeting, and numerous technical and internal Lincoln business management sessions.
DOUGLAS B. RICHMOND
Director, Sagemark Consulting Private Wealth Services*
Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.
Experienced in developing relationships with property and casualty, private banking and stock brokerage representatives, as well as catering to the needs of business owners and individuals who want to address their wealth preservation and estate planning needs.
WILLIAM D. WRIGHT
Director, Sagemark Consulting Private Wealth Services*
Specializes in comprehensive estate and business succession planning for clients. He served as Managing Principal for the entire Northern New York Regional Planning Office. He now works on developing advanced coaching and training concepts for planners in the high net worth marketplace.
Bachelors degree in Organizational Management from the State University of New York at Buffalo. As a Registered Securities Principal (RSP) Bill holds Series 6, 7, 63 and 24 security registrations.
*An internal Osaic Wealth, Inc. organization of top planners who focus on clients in the high-net-worth market.