BRIAN NOE, ChFC®, CLU®
860.298.1967
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Planning Staff

Mary T. Young, CFP®, ChFC, CRPC®

Director of Financial Advisory Services

  • Mary specializes in estate distribution strategies, senior executive compensation, tax return analysis, and retirement planning.  
  • Mary holds a Bachelor’s degree from The University of Connecticut and an Associate’s degree from Manchester Community College.

 

 

 

Robert E. Appel, J.D.*, LL.M, M.B.A.

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.

 

 

 

Timothy S. Johnson, J.D.*, CRPC®

Chief Investment Strategist

  • Timothy’s areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
  • Timothy has a BA in Political Science from Lipscomb University and graduated from Vanderbilt University School of Law. Timothy holds a Series 7 registration.

 

 

 

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

Director of Financial Advisory Services

  • Nasser’s has prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million.
  • Nasser is a member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. He published an article in the Encyclopedia of World Terrorism entitled, "The Impact of 9/11 on the Global Economy."
  • Nasser has a Bachelor of Science degree in Finance from the University of Maryland.

 

 

 

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

National Design/Advanced Planning Attorney

  • Donna’s expertise lies in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. She is a member of the Connecticut and American Bar Associations.
  • Donna received a BA degree in English from State University of New York at Buffalo, a J.D. from Western New England College School of Law and a LL.M. (Taxation) from Boston University School of Law.

 

 

 

Dianna Parker, CFP®

Director of Planning

  • Dianna’s primary area of expertise is a broad knowledge of complex estate planning, business succession planning and retirement planning concepts. She frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.
  • Dianna graduated summa cum laude with a Master's degree graduate from Southern Methodist University.