OUR MISSION: HARMONIZING CAPITAL, EMPOWERING LIVES® THROUGH RESILIENT CAPITAL PLANNING
OUR MISSION: HARMONIZING CAPITAL, EMPOWERING LIVES® THROUGH RESILIENT CAPITAL PLANNING
Our Team
BOLD Value® team members are registered with Sagemark Consulting / Lincoln Financial Advisors, one of the nation’s largest independent broker/dealers. The team collectively has over 100 years of financial planning and capital strategies experience. Please check out the Team Introduction video featuring many of our team members casually discussing about our practice in general.
Pictured from left to right: Matt Sirpis, Joel Kim, Anne Machesky (Associated Financial Professional), and Mark Bronfman
Mark Bronfman
designations: MBA, CPA*
phone: 703-749-5064
email: Mark.Bronfman@lfg.com
Mark Bronfman is a private wealth advisor affiliated with Sagemark Consulting and the founder of the BOLD Value team.
Mark has served as a private wealth advisor to over 100 middle market business clients primarily in the revenue range of $25 million to $2 billion. These enterprises include professional services providers, private equity, government contracting, banking, real estate, manufacturing, retail, and engineering and systems integration. Mark also serves high net worth individuals, many of whom were previously owners and executives with middle market companies.
Mark’s consultative approach to strategy and planning draws on over 20 years of boardroom experience. Prior to affiliating with Sagemark Consulting, Mark had a successful career in management consulting, most recently serving as an equity partner with Accenture in Reston, Virginia, with an emphasis in business strategy, financial transactions, and business operations for Fortune 100 Global companies. Prior to working at Accenture, Mark served as a director with Deloitte Consulting, where he focused in Communications and High Technology as well as Litigation/Financial Services.
Mark currently serves on the board of Homestretch of Virginia. Mark has served on the board of the Association for Corporate Growth – National Capital Chapter, the regional board of the Anti-Defamation League and the board of Congregation Beth El of Montgomery County.
* Licensed, Not Practicing
Joel Kim
phone: 703-287-1585
email: Joel.Kim@lfg.com
Joel Kim is a senior consulting director with the Bold Value team at Sagemark Consulting and a registered representative of Lincoln Financial Advisors.
Joel joined the team in 2011. Joel offers deep insights and practical skills in helping to ensure resiliency and robustness in long-term executive compensation and capital structure and relevant corporate documents. Drawing upon his investment banking and equity research experience, he also has expertise in financial scenario modeling and valuation analysis around long term incentive and business succession strategies.
His prior experiences include a variety of financial and operational consulting projects and web-based IT services. Additionally, he was a senior equity research analyst and vice president for international investment banking firms such as ING Barings and Macquarie Securities in Asia for about 10 years and was an IT consultant for PwC (PricewaterhouseCoopers) in the US prior to that.
He has graduated from the University of Maryland, College Park campus with a degree in Business with a focus on Finance.
Matt Sirpis
phone: 703-287-1569
email: Matt.Sirpis@lfg.com
Matt Sirpis is a financial planner at Sagemark Consulting.
He joined Sagemark in 2001 as a case design specialist, collaborating with senior advisors to create plans tailored to their clients’ specific needs. During his first three years, Matt gained invaluable experience working on a wide variety of complex cases requiring sophisticated solutions; when he started his own practice in 2004, he was armed with a strong foundation in financial planning and extensive industry knowledge.
Matt currently focuses on the areas of retirement, estate planning strategies, investment, and business succession planning. He works with clients to identify and attain their objectives across these areas by applying a strong working knowledge regarding designing customized family and charitable trusts, a point of emphasis in his practice.
Matt holds a B.B.A. in Finance from Radford University. He is currently working toward his CFP (Certified Financial Planner) certification. Matt enjoys golfing, fishing, and spending time with his wife and two children.
Associated Financial Professional
Anne Machesky
phone: 952-352-9261
email: Anne.Machesky@lfg.com
Anne Machesky joined Sagemark Consulting/Lincoln Financial Advisors in July 2001.
Anne’s unique market analysis, skills, and planning expertise offer a rare value-added perspective for her clients. Her expertise is in the technical analysis of the markets; she specializes in wealth and income planning. Anne’s approach to portfolio construction and wealth management utilizes a dynamic asset allocation style that bridges the long-term view and the short-term tactical view, in a proactive forward-looking approach to asset allocation and rebalancing.
Anne attended the University of Wisconsin, majoring in finance. She currently resides in Minneapolis, Minnesota and has many clients located throughout the U.S.
* No fee was required for nomination, receipt or promotion of this recognition, which was independently granted.