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Wider Support Network

As a local firm with a national reach we maintain our corporate office in Irvine, CA, but we proudly have access to many elite financial planning practices throughout the country. This is some of our wider support network:

 

Robert E. Appel, J.D.*, LL.M., M.B.A.

Second Vice President of National Design/Advanced Planning

  • Member of the American and Connecticut Bar Associations.
  • BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.

 

 

 


 

Christopher Fromm, ChFC®, CFP®, CBEC

Director of Planning

  • Areas of expertise: Comprehensive financial planning for the High Net Worth market.
  • Bachelor’s in Business Administration from the University of North Florida. Holds series 6, 7 and 66.

 

 

 

 

 


 

Ben T. Huddle, CFP®, M.B.A., 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.
  • Master’s in Business Administration from The University of Houston, Bachelor’s degree in Industrial Management from Purdue University.

 

 

 


 

Jane Johnson, CFP®

Director of Planning

  • Areas of expertise: Estate, retirement, investment, and business succession plans.
  • Bachelor of Arts degree from The College of William and Mary. Member of the Northeast Florida Estate Planning Council.

 

 

 

 


 

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 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.

 

 

 

 


 

Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

  • Areas of expertise: Key concepts and strategies for the high net worth market.
  • St. Lawrence University. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation’s Annual Estate Planning Forum, GAMA International’s LAMP meeting, and numerous technical and internal Lincoln business management sessions.

 

 

 


 

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 current tax law and financial planning strategies.
  • Summa cum laude, Master's degree graduate from Southern Methodist University.

 

 

 


 

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; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.