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National Planning Team

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 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.

 

 

James P. Martin, CFP®, CRPC, MBA

Private Wealth Advisor

Jim is a Private Wealth Advisor with Sagemark Consulting Private Wealth Services and a Principal of Excalibur, LLC. His practice specializes in Wealth Distribution and Risk Management strategies.

Jim is a resource for the prestigious Sagemark Consulting Private Wealth Services Group, an elite group of financial professionals focusing on clients in the very high net worth market. Jim is also a Wealth Protection Strategist for Lincoln Financial Advisors and a member of The Resource Group. He has been recognized and received numerous awards for his personal production, coaching, and leadership results. Additionally, Jim is active and much sought after as a featured speaker to both industry and public groups and is a Certified Ethics Instructor by the CFP Board of Standards, Inc.

Jim and his wife, Kathleen, live in Windsor, Connecticut.

 

 

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.
  • Graduated from Connecticut State University with a Bachelor of Arts degree in Economics. Served on the Board of Directors of the International Association of Financial Planners and the Board of Directors of the Kansas City Association of Insurance and Financial Advisors. Currently serves on the Board of Directors of the Kansas City Financial Planning Association.

 

 

Douglas B. Richmond

Director, 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.

 

 

Russell G. Jones

Executive Director of Private Wealth Services

  • 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, and numerous technical and internal Lincoln business management sessions.

 

 

 

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

Assistant Vice President of National Design

  • 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.

 

 

 

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. B.S. degree in Finance from the University of Maryland.
  • Member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. Published an article in the Encyclopedia of World Terrorism entitled“The Impact of 9/11 on the Global Economy.”

 

 

 

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

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.
  • B.S. degree (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.

 

 

 

Rich E. Austin, J.D.*, LL.M., CRPC®

Director of Financial Advisory Services

  • Primary area of expertise: advising high net worth clients, with an average net worth over $10 million, on investment, estate, charitable, and business ownership planning alternatives.
  • Has conducted seminars for financial professionals, served on advisory boards, created computer models to calculate tax implications, and authored articles on tax strategies.

 

 

 

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.
  • Graduate of Yale University and The University of Connecticut School of Law.

 

 

 

Ben T. Huddle, CFP®, M.B.A., 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.
  • Masters in Business Administration for The University of Houston and a Bachelor's degree in Industrial Management from Purdue University. National speaker/trainer for Lincoln Financial Advisors.

 

 

 

Timothy S. Johnson, J.D.*, CRPC®

Chief Investment Strategist

  • Areas of expertise include fixed income, equity allocations, alternative investments, and affluent wealth management.
  • B.A. in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.

 

 

 

Dianna Parker, CFP®

Director of Planning

  • Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on  tax reduction and financial planning strategies.
  • Summa cum laude, Master's degree graduate from Southern Methodist University.

 

 

 

Robert A. Studin, J.D.*, CPA*, CFP®, CLU®, CRPC®, ChFC®

Executive Director, Financial Advisory Services

  • Named 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 Foundation in 1997.
  • Bachelor of Science degree from the University of Alabama, and J.D. from Cumberland School of Law, Member of the Alabama Society of Financial Planning Association and the AICPA.

 

 

 

Mary T. Young, ChFC®, CRPC®, CFP®

Director of Financial Advisory Services

  • Areas of expertise: Helping to evolve Lincoln's financial planning process; helping to enhance the proprietary financial software as well as the national financial plan template and sales themes; and managing the third-party relationships as they relate to the national planning team.
  • Bachelor's degree from The University of Connecticut, with a major in Finance and a minor in Accounting.