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...
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...
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...
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...
Rich E. Austin, J.D.*, LLM, CRPC
Director of Financial Advisory Services
Joseph Flynn, J.D.*
Design Attorney
Douglas B. Richmond
Director, Private Wealth Services