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Tim 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...
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Wiley Moody

Director of Planning

Wiley Moody joined Lincoln Financial Advisors in May of 2004, where he began his work in the areas of planning and operations. Wiley studied under LFA’s Chief Investment Strategist, and was promoted to Director of Financial...
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Jon Lee CFP®, ChFC®

Director of Planning

As a Director of Planning for Lincoln’s National Planning Department, Jon is the primary planning contact for Lincoln’s offices in Phoenix, Greater LA/Westlake Village, Orange County, San Diego, and the California Fringe...

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Bob Appel J.D., LL.M., MBA

Second Vice President of National Design & Advanced Planning

Bob joined Lincoln National Life Insurance Company in January 1998, as a result of Lincoln's acquisition of Connecticut General Life Insurance Company. He currently heads up the company's national design team and brings his in-depth...

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Ben Huddle CFP®, MBA, 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...
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Jaden Duncan

Financial Professional Trainee


Jaden – Please pick three questions and send me the answers.What is your favorite part about your role?Being in the Trainee role, my favorite part about what I do is getting to sit in on client meetings and learn each...

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Jennifer Farrar

Executive Assistant to Mike Lockwood

(949) 227-3727

What is your favorite travel destination? Italy and Japan are my top favorite travel destinations.My favorite town in Italy is the Amalfi Coast.  It was a delight to experience all types of seafood and their picturesque,...

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