Waypoint Partners
28601 Chagrin Blvd., Suite 300
Cleveland, OH 44122-4500
216.591.2367
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Our National Planning Team

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.
  • Member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. Published an article in the Encyclopedia of World Terrorism entitled,"The Impact of 9/11 on the Global Economy."

 

 

 

Robert E. Appel, J.D.*, LL.M., MBA

Second Vice President of National Design/Advanced Planning

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

        * Licensed, not practicing.

 

 

 

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.
  • Graduate of Yale University and The University of Connecticut School of Law.

         * Licensed, not practicing.

 

 

 

 

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.
  • Masters in Business Administration for The University of Houston and a Bachelor's degree in Industrial Management from Purdue University. National speaker/trainer for Lincoln Financial Advisors.

 

 

 

 

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.

        * Not practicing. 

 

 

 

Lauren Anne Olsen, CFP®, CLU®, ChFC®, FLMI

Director of Planning

  • Primary area of expertise servicing as life insurance specialist working on case development, product design, in force analysis and general life insurance.
  • Lauren has been instrumental in formulating the Life Growth Team, a group of specialists within the national planning team dedicated to providing training, identifying life insurance opportunities, and promoting concepts, sales themes, products and resources.

 

 

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.

        * Licensed, not practicng.

 

 

 

Robert A. Studin, J.D.*, CPA*, CFP®, CLU®, CRPC, ChFC®

Executive Director, Financial Advisory Services

Executuve Director. Financial Advisory Services

  • Responsible for the delivery of wealth management and financial planning services on a national basis.
  • Bachelor of Science degree from the University of Alabama, and J.D. from Cumberland School of Law.
  • Member of the Alabama Society of Financial Planning Association and the AIPA.

         * Licensed, not practicing.