Tim Johnson, J.D.*, CRPC
Chief Investment Strategist
Wiley Moody
Director of Planning
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...
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...
Ben Huddle CFP®, MBA, CRPC®
Director of Financial Advisory Services
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...
Jennifer Farrar
Executive Assistant to Mike Lockwood
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,...