Broker Check

A Few Members of Our National Team

ROBERT E. APPEL, J.D.*, LL.M., MBA

Second Vice President of National Design/Advanced Planning

Member of the American and Connecticut Bar Associations

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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.

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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.

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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.

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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.

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RUSSELL G. JONES

Executive Director, Private Wealth Services

Primary area of expertise is developing key concepts and strategies for the high net worth market.

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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.

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DOUGLAS B. RICHMOND

Director, 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.

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DONNA L. ROWAN, J.D.*, LL.M., CLU®, CHFC®

Assistant Vice President of National Design

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.

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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...

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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...

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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...

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WILLIAM D. WRIGHT

Director, 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...

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We serve a sophisticated and financially savvy clientele, each unique in their own regard. It is our responsibility to exceed their expectations while meeting their needs with sound solutions.