8055 E. Tufts Avenue, #1400
Denver, CO 80237
303.755.3249
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Our National Planning 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.
  • 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.
  • *Licensed, not practicing.

 

 

 

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.
  • Master’s degree 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.
  • BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.
  • *Not practicing.

 

 

 

Russell G. Jones

Executive Director, Sagemark Consulting 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, NAIFA and numerous technical and internal Lincoln business management sessions.