Team
DANIEL A. PRISCIOTTA, CFP®, CPA*, PFS, ChFC
Dan Prisciotta is committed to understanding your situation and customizing comprehensive financial strategies to help achieve your goals.
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GREGORY W. BUTLER, ChFC®, CFP®, CLU®
Director of Financial Advisory Services
Areas of expertise include comprehensive financial, estate and business owner planning, and employee benefits.
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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.
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RUSSELL G. JONES
Executive Director, Sagemark Consulting Private Wealth Services
Primary area of expertise is developing key concepts and strategies for the high net worth market.
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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.
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NASSER ALI, CFA, CFP®, AAMS, CMFC, CRPC
Director of Financial Advisory Services
Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million.
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ROBERT E. APPEL, J.D.*, LL.M., MBA
Second Vice President of National Design/Advanced Planning
Listed in numerous sections and editions of Who's Who (including Who's Who in American Law and Who's Who in the World) and member of the American and Connecticut Bar Associations.
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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.
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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.
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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.
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TIMOTHY S. JOHNSON, J.D.*, CRPC
Chief Investment Strategist
Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
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DIANNA PARKER, CFP®
Director of Planning
Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts.
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ROBERT A. STUDIN, J.D.*, CPA*, CFP®, CLU®, CRPC, ChFC®
Executive Director, Financial Advisory Services
Listed in Worth magazine's Top Financial Advisors in 1996-2002, Medical Economics' 120 Best Advisors for Doctors in 1998, 2000 and 2002, the Birmingham Business Journal's Top 40 Under 40, and received the Leadership Award from the MS...
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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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