Our National Team

Our National Team
 
ROBERT E. APPEL, J.D.*, LL.M., MBA
 
 
 
 
 
 
 
 
 
 
 
 
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.
 
JANE JOHNSON, CFP®
 
 
 
 
 
 
 
 
 
 
 
Director of Planning 
 
Helps to create estate, retirement, investment, and business succession plans for clients.
Holds a Bachelor of Arts degree from The College of William and Mary. A 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 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.
 
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 tax reduction 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.
 
*CPAs and JDs with the firm do not provide legal or accounting services on behalf of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. CRN-1047014-102814