Broker Check

Our National Team

National Team

Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC

Director of Financial Advisory Services

Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland. Member of the Association of...

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Robert E. Appel, J.D.*, LL.M., MBA

Second Vice President of National Design/Advanced Planning

Member of the American and Connecticut Bar Associations. B.S. degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; M.B.A. (Finance) degree from the...

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Rich E. Austin, J.D.*, LLM, CRPC

Director of Financial Advisory Services

Primary area of expertise: Advising high net worth clients, with an average net worth over $10 million dollars, on investment, estate, charitable, and business owner planning alternatives. Has conducted seminars for financial...

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Joseph Flynn, J.D.*

Design Attorney

Primary area of expertise: Advising Lincoln financial planners and their clients on a wide variety of estate planning and business succession issues with a particular emphasis on the family-owned business. Graduate of Yale University...

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Timothy S. Johnson, J.D.*, CRPC

Chief Investment Strategist

Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management. BA in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law. Holds...

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Ben T. Huddle, CFP®, MBA, CRPC

Director of Financial Advisory Services

Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes. Masters in Business...

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Russel 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...

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Dianna Parker, CFP®

Director of Planning

Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on tax...

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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...

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Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

National Design/Advanced Planning Attorney

Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations. BA degree in English from State University of New York at Buffalo;...

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Robert A. Studin, J.D.*, CPA*, CFP®, CLU®, CRPC, ChFC®

Executive Director, Financial Advisory Services

Responsible for the delivery of wealth management and financial planning services on a national basis. Bachelor of Science degree from the University of Alabama, and J.D. from Cumberland School of Law. Member of the Alabama Society of...
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Mary T. Young, ChFC®, CRPC, CFP®

Director of Financial Advisory Services

Areas of expertise: Helping to evolve Lincoln's national planning process; helping to enhance the proprietary financial software as well as the national plan template and sales themes; and managing the third-party relationships as...
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