Chief Investment Strategist

• Areas of expertise: Fixed-income, equity allocations, alternative investments, and affluent wealth
• Education: Juris Doctor degree from Vanderbilt University School of Law; Bachelor’s degree in Political Science from Lipscomb University.
• Professional designations: CRPC®, Series 7 FINRA registration.

Years of service: 19

*Licensed, not practicing on behalf of Lincoln Financial Advisors Corp.

Dianna Parker, CFP®

Director of Planning

• Areas of expertise: Complex estate planning, business succession planning, and retirement
• Education: Master’s degree from Southern Methodist
• Professional designations: CFP® 
  

Years of service: 30

Jane Johnson, CFP®

Director of Financial Advisory Services

• Areas of expertise: Estate, retirement, investment, and business succession
• Education: Bachelor’s degree from the College of William and
• Professional designations: CFP®

Years of service: 28

Robert Appel, JD*, LL.M, MBA

Vice President, National Design

• Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, compliance-related business and technical review of sales and marketing materials.
• Education: Juris Doctor degree from University of Bridgeport School of Law; Master of Laws degree in Taxation from Boston University School of Law; Master’s degree in Business Administration with a concentration in Finance from University of Connecticut; Bachelor’s degree in Accounting and Finance from Central Connecticut State University.

Years of service: 34

Donna Rowan, JD*, LL.M, CLU®, ChFC®

Assistant Vice President, National Design

• Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, and compliance-related business and technical review of sales and marketing materials.
• Education: Juris Doctor degree from Western New England University School of Law; Master of Laws degree in Taxation from Boston University School of Law; Bachelor’s degree from State University of New York at Buffalo.
• Professional designations: CLU®, ChFC®
  

Years of service: 29