Ross is your link to the vast resources within the National Planning Team of Lincoln Financial Advisors as well as outside professionals in a variety of industries.

Ben T. Huddle, CFP®, MBA, CRPC®

Director of Financial Advisory Services

• Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning
• Master’s in Business Administration from The University of Houston, Bachelor’s degree in Industrial Management from Purdue

Jane Johnson, CFP®

Director of Planning

• Areas of expertise: Estate, retirement, investment, and business succession
• Bachelor of Arts degree from The College of William and Member of the Northeast Florida Estate Planning Council.

Timothy S. Johnson, J.D.*, CRPC®

Chief Investment Strategist

• Areas of expertise: Fixed-income, equity allocations, alternative investments and affluent wealth
• Bachelor of Arts in Political Science from Lipscomb University, J.D. from Vanderbilt University School of Series 7 registration.

Dianna Parker, CFP®

Director of Planning

• Areas of expertise: Complex estate planning, business succession planning and retirement Summa cum laude, Master’s degree graduate from Southern Methodist University.

Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services**

• Areas of expertise: Key concepts and strategies for the high net worth
• Lawrence University. 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.

Christopher Fromm, ChFC®, CFP®, CBEC

Director of Planning

• Areas of expertise: Comprehensive financial planning for the High Net Worth market.
• Bachelor’s in Business Administration from the University of North Florida. Holds series 6, 7 and 66.

*CPAs and JDs with the firm do not provide legal or accounting services on behalf of Lincoln Financial Advisors Corp.

**A member group within Lincoln Financial Advisors Corp. which focuses on clients in the high net worth market.