National 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®, M.B.A., 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.

 

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.

 

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.