Meet Our National Planning Team

ROBERT L. HAMLIN, JR., CFP®, CRPC

757.777.3132

Credentials:

  • CERTIFIED FINANCIAL PLANNER™ professional certification
  • CHARTERED RETIREMENT PLANNING COUNSELORSM 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

Robert Hamlin profile on LinkedIn



NASSER ALI, CFA, CFP®, AAMS, CMFC, CRPC

Director of Financial Advisory Services

  • Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland.

  • Member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. Published an article in the Encyclopedia of World Terrorism entitled,"The Impact of 9/11 on the Global Economy."

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    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.

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    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.

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    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 business management sessions.

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    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.

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