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 Annual Estate Planning Forum, GAMA International’s LAMP meeting, NAIFA and numerous technical and internal Lincoln business management sessions.
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.
Bachelor of Arts 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.
*Licensed, not practicing.
Robert E. Appel, J.D.*, LL.M., MBA
Second Vice President of National Design/Advanced Planning
Member of the American and Connecticut Bar Associations.
Bachelor of Science degree in Accounting and Finance from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; M.B.A. (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.
Timothy S. Johnson, J.D.*, CRPC
Chief Investment Strategist
Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.
Schedule a Consultation
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Arizona, California, Colorado, Florida, Hawaii, Massachusetts, Nevada, New York, North Carolina, Oregon, Texas, Utah, Wyoming
**This internal award is given to LFN planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.
Insurance: Arizona, California, Hawaii, North Carolina, Texas, Wyoming, Utah
When filling out a form on our website, you should know we may use your personal information to contact you with newsletters, marketing or promotional materials.
California Insurance License #0E60415
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.