Our Team
 Lawrence C. Barrett, CLU, ChFC, Registered Representative
Lawrence has over 39 years of experience in sales and the financial services industry since graduating from Ohio Northern University in 1971. He is a Financial Planner for Sagemark Consulting, specializing in comprehensive estate, business succession, retirement and investment planning for high net worth individuals. He uses his knowledge, experience and sophisticated support systems to determine the appropriate financial strategy for successful business owners, executives and retirees.
Lawrence has been consistently recognized by Sagemark Consulting for his advanced levels of personal production and service. He is a member of the Million Dollar Roundtable life and qualifying member, National Sales Achievement Award and National Quality Award, all of which reflect substantial growth in his practice. In addition to his many professional accomplishments, Lawrence spent 17 years playing Minor Professional Football with The Canton Bulldogs and The Cleveland Falcons. He was inducted into the Minor-Pro Football Hall of Fame in 1990, Cleveland Falcons Hall of Fame, Ohio Northern University Athletic Hall of Fame, Bedford High School Athletic Hall of Fame and he was named to the “All Decade Team 1980’s” by The American Football Association.
Lawrence is actively involved in a number of local organizations, including the Cleveland Association of Insurance and Professional Advisors, Estate Planning Council, Ohio Northern University College of Business Administration Advisory Board, ONU Gift and Estate Planning Council, Habitat for Humanity and Ronald McDonald House. He does motivational speaking for high schools, colleges and businesses. He has also received the Distinguished Alumni Award from Ohio Northern University. A graduate of Ohio Northern University, Lawrence earned a Bachelor of Science degree in Business Management and Marketing. He is Series 7 registered along with having Life, Health and Annuity licenses in multiple states.
Lawrence and his planning team were endorsed in 2004 by Cardinal Health/Leader Drug Stores to do their Financial, Estate and Business Succession Planning for their Independent Pharmacy Network.
To read more about Lawrence please click on any of the below links:
Jeremy B. Thompson, Registered Representative
Since joining Sagemark Consulting in 2000, Jeremy has been working with successful business owners and executives to guide them through the challenging process of designing the appropriate wealth management plan. He began his career with Sagemark Consulting in Atlanta, GA and in 2004 relocated his practice to Cleveland, OH where he formed a financial planning team with his partner and father-in-law, Lawrence Barrett. Each of Jeremy and Lawrence’s individual and business owner clients has unique financial needs. Jeremy works with clients to understand their particular situation, then provides them with information, advice and solutions needed to make the appropriate decisions based on their financial future. Jeremy specializes in wealth preservation planning, estate / asset protection planning, estate tax minimization strategies, business contingency planning, business succession strategies and personal investment strategies.
Jeremy and his partner Lawrence Barrett have spent the past seven years working with Independent Pharmacy Owner’s throughout the country on designing their personal wealth management plans and business succession strategies. Together they have presented to multiple associations and foundations including presentations at the 2005, 2006 and 2007 Cardinal Health Retail Business Conferences covering business succession strategies and personal wealth management planning for Independent Pharmacies. They also presented at the 2007 National Community Pharmacy Association in California.
A graduate of Ohio Northern University, Jeremy earned a Bachelor of Science degree in Business Administration concentrating in management. An active student and athlete at Ohio Northern University, Jeremy was a member of the men’s varsity basketball team where he received All-American honors. He is Series 7 and 66 registered and holds the Life, Health and Annuity Insurance licenses.
Greg W. Klipstein, JD*, LLM
Director of Planning
*Licensed, not practicing
Richard E. Austin, JD*., LLM, CIMA
Director of Financial Advisory Services
To read about Richard Austin, click here
*Licensed, not practicing
Tim Johnson, JD*
Chief Investment Strategist
To read about Tim Johnson, click here
*Licensed, not practicing.
Ben T. Huddle, CFP®, CRPC
Director of Financial Advisory Services
To read about Ben Huddle, click here
David Downing
Director of Investment Planning
To read about David Downing, click here
Lauren Olsen, CFP®, CLU, ChFC, FLMI, CRPC
Director of Planning--Northern Ohio
To read about Lauren Olsen, click here
Jackie Glasscock
Director of Financial Advisory Services
To read more about Jackie Glasscock, click here
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