About Us

 

  • Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC

    Director of Financial Advisory Services

  • Robert E. Appel, J.D.*, LL.M., MBA

    Second Vice President of National Design/Advanced Planning

  • Ben T. Huddle, CFP®, MBA, CRPC®

    Director of Financial Advisory Services

  • Timothy S. Johnson, J.D.*, CRPC

    Chief Investment Strategist

  • Lauren Anne Olsen, CFP®, CLU®, ChFC®, FLMI

    Director of Planning

  • Dianna Parker, CFP®

    Director of Planning

  • Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

    National Design/Advanced Planning Attorney

  • Russell G. Jones