Meet Our National Planning Team

ROBERT L. HAMLIN, JR., CFP^®, CRPC

robert.hamlin@lfg.com

757.777.3132

Credentials:

CERTIFIED FINANCIAL PLANNER™ professional certification
CHARTERED RETIREMENT PLANNING COUNSELOR^SM Designee
Certificate of Completion for Professional Financial Planning Series; Executive Development Center, Old Dominion University

Community Leadership:

Past Treasurer and Board Trustee for my church
Past President of local Kiwanis Chapter
Treasurer, Kiwanis Children's Council of Hampton Roads
Member of Financial Planning Association^®
Member of National Association of Estate Planners & Councils

[more about ROBERT L. HAMLIN, JR.]

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.

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, NAIFA and numerous technical and internal Lincoln business management sessions.

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 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: District of Columbia, Florida, Louisiana, North Carolina, Tennessee and Virginia

Insurance: District of Columbia, Florida, Virginia

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

CRN: 2060133-031618

Robert L. Hamlin, Jr., CFP®, CRPC