National Team

Christopher Fromm, ChFC®, CFP®, CBEC

Director of Planning

  • Areas of expertise: Comprehensive financial planning for the High Net Worth market.
  • Bachelor’s in Business Administration from the University of North Florida. Holds series 6, 7 and 66.

 

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.
  • Master’s in Business Administration from The University of Houston, Bachelor’s degree in Industrial Management from Purdue University.

 

Jane Johnson, CFP®

Director of Planning

  • Areas of expertise: Estate, retirement, investment, and business succession plans.
  • Bachelor of Arts degree from The College of William and Mary. Member of the Northeast Florida Estate Planning Council.

 

Timothy S. Johnson, J.D.*, CRPC®

Chief Investment Strategist

  • Areas of expertise: Fixed-income, equity allocations, alternative investments and affluent wealth management.
  • Bachelor of Arts in Political Science from Lipscomb University, J.D. from Vanderbilt University School of Law. Series 7 registration.

 

Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services**

  • Areas of expertise: Key concepts and strategies for the high net worth market.
  • St. Lawrence University. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation’s Annual Estate Planning Forum, GAMA International’s LAMP meeting, and numerous technical and internal Lincoln business management sessions.

 

Dianna Parker, CFP®

Director of Planning

  • Areas of expertise: Complex estate planning, business succession planning and retirement planning. 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.