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Meet Our People


Executive Team

Philip G. Moshier, CFP®, CRPC® AEP®

Managing Partner, President

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Phil has consistently achieved Lincoln Financial Advisors Corp. highest performance awards, and top industry recognition for outstanding performance and quality service for his clients. 

 

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Diane Dearth

VP of Operations

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Diane is the Practice Manager for the team. Diane has been with working with Phil since 1996. As Practice Manager, Diane oversees the day to day operations of the practice. She is responsible for implementing processes and procedure...

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Drew Adler, MBA

Investment and Retirement Specialist

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Drew has been working with Phil and the team since 2007. He is primarily responsible for the design and implementation of client’s comprehensive investment, risk management, retirement and income solutions. Drew strives to...

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Mark O'Sickey

Financial Planning Specialist

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Mark joined North Coast Executive Consulting in 2013 as a Financial Planning Specialist. Mark is responsible for the creation and presentation of all of the Financial Plans for the practice. Mark is also very proficient in...

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Gina Restifo

Administrative Assistant

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Gina joined Sagemark Consulting in 2006. She provides administrative support and expertise in the areas of insurance and investments for members of the financial planning team. Her responsibilities include new account implementation,...

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Nikolaus Spencer

Investment Analyst

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Nik began his first professional working career in The United States Air Force straight out of high school. During his 6 years of service, he worked in a combat engineering unit where he assisted in the design, surveying, construction,...

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