Meet Our National Planning Team

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

• 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

• 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.

• 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.

• 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.

• 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.