200 Meridian Centre, Suite 150
Rochester, NY 14618
585.350.7273
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Our National Team

Robert E. Appel, J.D.*, LL.M., MBA

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.

 

 

 

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

National Design/Advanced Planning Attorney

  • 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.
  • *Licensed, not practicing.

 

 

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 current tax law and financial planning strategies.
  • Summa cum laude, Master's degree graduate from Southern Methodist University.

 

 

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, and numerous technical and internal Lincoln Financial Advisors business management sessions.

 

 

Mary T. Young, ChFC®, CRPC, CFP®

Director of Financial Advisory Services

  • Areas of expertise: Helping to evolve Lincoln Financial Advisors national financial planning process; helping to enhance the proprietary financial software as well as the national 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.