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.
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.
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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.
*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.