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.
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.
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We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Louisiana, Massachusetts, Montana, Nevada, New Hampshire, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Washington
Insurance: Arizona, California, Delaware, Florida, Georgia, Idaho, Louisiana, Maryland, Montana, New Hampshire, New Mexico, Nevada, Ohio, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Washington, West Virginia
California Insurance License #0730158
California Insurance License #0H28584
California Insurance License #0I63087
California Insurance License #0L34919
California Insurance License #0M83310
California Insurance License #0M29054
California Insurance License #0I57918
California Insurance License #4054270
California Insurance License #0E02159
California Insurance License #0K30246
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
Lockwood Retirement Consulting is not an affiliate of Lincoln Financial Advisors.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.