• 941.366.2827
7120 Beneva Road
Sarasota, FL 34238

National Planning Team

Robert E. Appel, J.D.*, LL.M., M.B.A.

Vice President, National Design

  • Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, compliance-related business and technical review of sales and marketing materials.
  • Education: Juris Doctor degree from University of Bridgeport School of Law; Master of Laws degree in Taxation from Boston University School of Law; Master’s degree in Business Administration with a concentration in Finance from University of Connecticut; Bachelor’s degree in Accounting and Finance from Central Connecticut State University.
  • Years of service: 34

 

 

Fred Fedorowich CFP®, CRPC®

Director of Planning

  • Areas of expertise: Comprehensive and dynamic financial planning for the high net worth market.
  • Education: Bachelor’s degree in Business Administration with a minor in Psychology from University of North Florida.
  • Professional designations: CFP®, CRPC®, Series 6, 7, and 65 FINRA registrations.
  • Years of service: 18

 

 

Christopher Fromm, ChFC®, CFP®, CBEC

Director of Planning

  • Areas of expertise: Comprehensive financial planning for the high net worth market.
  • Education: Bachelor’s degree in Business Administration from University of North Florida.
  • Professional designations: ChFC®, CFP®, CBEC®, Series 6, 7, and 66 FINRA registrations.
  • Years of service: 19

 

 

Ben T. Huddle, CFP®, M.B.A., CRPC®

Director of Financial Advisory Services

  • Areas of expertise: Development, training, and implementation of fee-based financial planning. Integration of the investment and comprehensive financial planning processes.
  • Education: Master’s degree in Business Administration from University of Houston; Bachelor’s degree in Industrial Management from Purdue University.
  • Professional designations: CFP®, CRPC®
  • Years of service: 24

 

 

Aaron Huntoon, MBA, CRPC®, CBEC®

Director of Planning

  • Areas of expertise: Comprehensive financial planning for the high net worth market.
  • Education: Master’s degree in Business Administration from Regis University; Bachelor’s degree in Marketing, International Business, and Spanish from Miami University.
  • Professional designations: CRPC®, CBEC®
  • Years of service: 17

 

 

Jane Johnson, CFP®

Director of Planning

  • Areas of expertise: Estate, retirement, investment, and business succession plans.
  • Education: Bachelor’s degree from the College of William and Mary.
  • Professional designations: CFP®
  • Years of service: 28

 

 

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.

 

 

 

Douglas B. Richmond

Director, Sagemark Consulting 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 casualty, private banking and stock brokerage representatives, as well as catering to the needs of business owners and individuals who want to address their wealth preservation and estate planning needs.

 

 

 

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

National Design/Advanced Planning Attorney

  • Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, and compliance-related business and technical review of sales and marketing materials.
  • Education: Juris Doctor degree from Western New England University School of Law; Master of Laws degree in Taxation from Boston University School of Law; Bachelor’s degree from State University of New York at Buffalo.
  • Professional designations: CLU®, ChFC®
  • Years of service: 29

 

 

Julia Santullano

Director of Planning

  • Areas of expertise: Multiple strategies for wealth transfer that meets objectives while reducing taxes for the high net worth market and business owners.
  • Education: Juris Doctor degree from Northwestern University School of Law.
  • Years of service: 1

 

 

Mary T. Young, CFP®, ChFC®, CRPC®

Director of Financial Advisory Services

  • Areas of expertise include high net worth estate distribution strategies, senior executive compensation, tax return analysis, and retirement planning.
  • Bachelor’s degree from The University of Connecticut and an Associate’s degree from Manchester Community College.