National Team

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."

JOSEPH FLYNN, J.D.*

Design Attorney

  • Primary area of expertise: Advising Lincoln financial planners and their clients on a wide variety of estate planning and business succession issues with a particular emphasis on the family owned business.

  • Graduate of Yale University and The University of Connecticut 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 planning strategies.

  • Summa cum laude, Master's degree graduate from Southern Methodist University.

DOUGLAS B. RICHMOND

Director, Sagemark Consulting Private Wealth Services

  • Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.

  • Experienced in developing relationships with property and casualty, private banking and stock brokerage representatives, as well as catering to the needs of business owners and individuals who want to address their wealth preservation and estate planning needs.

DONNA L. ROWAN, J.D.*, LL.M., CLU®, CHFC®

National Design/Advanced Planning Attorney

  • Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.

  • BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.

ROBERT A. STUDIN, J.D.*, CPA*, CFP®, CLU®, CRPC, ChFC®

Executive Director, Financial Advisory Services

  • Responsible for the delivery of wealth management and financial planning services on a national basis.
     
  • Bachelor of Science degree from the University of Alabama, and J.D. from Cumberland School of Law.
     
  • Member of the Alabama Society of Financial Planning Association and the AIPA.

WILLIAM D. WRIGHT

Director, Sagemark Consulting Private Wealth Services

  • Specializes in comprehensive estate and business succession planning for clients. He served as Managing Principal for the entire Northern New York Regional Planning Office. He now works on developing advanced coaching and training concepts for financial planners in the high net worth marketplace.

  • Bachelors degree in Organizational Management from the State University of New York at Buffalo. As a Registereed Securities Principal (RSP) Bill holds Series 6, 7, 63, and 24 security registrations.

MARY T. YOUNG, ChFC®, CRPC, CFP®

Director of Financial Advisory Services

  • Areas of expertise: Helping to evolve Lincoln's national planning process; helping to enhance the proprietary financial software as well as the national plan template and sales themes; and managing the third-party relationships as they relate to the national planning team.

  • Bachelor's degree from The University of Connecticut, with a major in Finance and a minor in Accounting.