Broker Check

Our National Team

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...

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Russell G. Jones

Executive Director, Private Wealth Services

Primary area of expertise is developing key concepts and strategies for the high net worth market. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's...

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Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

Assistant Vice President of National Design

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...

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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 Boston University School of Law.

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Mary T. Young, ChFC®, CRPC, CFP®

Director of Financial Advisory Services

Areas of expertise: Helping to evolve Lincoln's national planning process; helping to enhance the proprietary financial software as well as the national plan template and sales themes; and managing the third-party relationships as they...

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Rich E. Austin, J.D.*, LLM, CRPC

Director of Financial Advisory Services

Primary area of expertise: Advising high net worth clients, with an average net worth over $10 million dollars, on investment, estate, charitable, and business owner planning alternatives. Has conducted seminars for financial...
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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...
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Douglas B. Richmond

Director, Private Wealth Services

Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections. Experienced in developing relationships with property and...
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