372 Route 22 West
Whitehouse Station, New Jersey 08889
908.534.4828
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Our Affiliates

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

  • 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.

 

 

 

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.