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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., MBA

Second Vice President of National Design/Advanced Planning

  • Listed in numerous sections and editions of Who's Who (including Who's Who in American Law and Who's Who in the World) and 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.

 

 

 


 

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 a Series 7 registration.

 

 

 

 


 

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.
  • 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.