National Plannning Team

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

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 University of Bridgeport School of Law; MBA (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.

 

 

 

Ben T. Huddle, CFP®, MBA, CRPC®

Director of Financial Advisory Services

  • Areas of experience: 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 experience: 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 experience 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.

 

 

 

Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

  • Areas of experience: 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.

 

 

 

Henry G. Mautner, CLU®, ChFC®

Prestige Planner

  • Areas of expertise: Estate and business succession planning for highly affluent individuals.
  • Featured speaker on issues relating to multigenerational wealth transition.
  • Holds degrees from Miami University (Ohio) and Yale University.

 

 

 

 

D. Wiley Moody

Director of Financial Planning & Member of the Investment Strategy Group

  • Primary area of expertise is the strategy and philosophy of investment planning and wealth management, focused on asset allocation, vehicle selection, and behavioral economics.
  • Degree from Middle Tennessee State University, regular speaker at national events, and member of Lincoln’s Steering Committee and Investment Strategy Group.

 

 

 

Dianna Parker, CFP®

Director of Planning

  • Primary area of experience: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.
  • 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

  • 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.

 

 

William D. Wright

Director, Sagemark Consulting Private Wealth Services

  • Specializes in comprehensive estate and business succession planning for clients. He served as Managing Principal for the entire Northern New York Lincoln Financial Advisors Regional Planning Office. He now works on developing advanced coaching and training concepts for financial planners in the high net worth marketplace.
  • Bachelors degree in Organizational Management from the State University of New York at Buffalo. As a Registered Securities Principal (RSP) Bill holds Series 6, 7, 63 and 24 security registrations.

 

 

Mary Young

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.

 

 

 

First Financial Group of the South Wealth Management is an Alabama-based financial planning firm founded in 1982 by Founder, Sanford B. Axelroth, CFP®, ChFC. The Firm has offices throughout the state of Alabama offering a unique team practice - a blend of technical experience and common sense financial direction.