Broker Check

Our National Team

National Design Counsel

Robert E. Appel

Robert E. Appel, J.D.*, LL.M., MBA

VP of National Design/Advanced Planning Attorney

Donna L. Rowan

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

VP of National Design/Advanced Planning Attorney

Julia  Santullano

Julia Santullano, J.D.*

Director of Financial Planning

Investment Strategies Group

Timothy S. Johnson

Timothy S. Johnson, J.D.*, CRPC

Chief Investment Strategist

John Schatz

John Schatz, CRPC

Investment Committee Member

Wiley Moody

Wiley Moody

Investment Committee Member