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Financial Planning Team

Robert E. Appel, J.D.*, LL.M., M.B.A.
Second Vice President of National Design/Advanced Planning

James Gasparotto
Director of Planning

Ben T. Huddle, CFP®, M.B.A., CRPC®
Director of Financial Advisory Services

 

Timothy S. Johnson, J.D.*, CRPC®
Chief Investment Strategist

Russell G. Jones
Executive Director, Sagemark Consulting Private Wealth Services

Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®
National Design/Advanced Planning Attorney

Mary T. Young, CFP®, ChFC®, CRPC®
Director of Financial Advisory Services