Meet Our People

Saul M. Simon, CFP®, CFS, RFC

Private Wealth Advisor


As a CERTIFIED FINANCIAL PLANNER™ Practitioner for over 20 years, I specialize in working with individuals and business owners to develop strategic financial plans that help them reach their financial and family objectives. In our constantly evolving world, it is important that I build long term relationships with my clients. Through understanding my clients' goals and objectives, I help to develop a sense of confidence even through the highs and lows of the market. Times have changed, which is why I stress the importance of establishing a long-term strategy.

Creating a bond and building a strong relationship based on trust is important to the success of any
financial plan that we build in concert with our clients. Once a plan is implemented my clients and I
review the plan on a regular basis to assure the plan remains suitable to their financial goals.

A strong believer in financial education, I sponsor lectures on financial planning for corporations, adult education programs, and community organizations. I also host a radio program called "SIMONSAYS® Manage Your Money" and have appeared as a guest with CNBC & FOX Business, Steve Adubato in Caucus, New Jersey.

I am a graduate of William Patterson College, a CERTIFIED FINANCIAL PLANNER™, a board
member of the Henry Kessler Foundation and President of The Brotherhood of Temple B'nai Jeshurun.

My wife Carolyn and I reside in Short Hills, New Jersey with our two children; Danielle and Jack, and
our two dogs, Rusty and Hampton.



Marc E. Simon

732-623-2075

As a financial planner, my primary focus is to help clients establish and work toward their financial goals. Whether it is retirement planning, wealth preservation, business planning or leaving a legacy, everyone's situation is unique and requires solutions that are customized and highly personal.

My relationship with my clients is based on mutual trust and a willingness to listen to what is important. In my endeavor to continually educate myself. In my practice, I adhere to a high level of ethical and professional behavior.

My wife Laura and I reside in Bordentown, New Jersey with our daughter Morgan, our son Cameron and our Cane Corso, Abby.



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."

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    ROBERT E. APPEL, J.D.*, LL.M., MBA

    Second Vice President of National Design/Advanced Planning

  • Listed in numerous sections and editions of Who's Who (including Who's Who in American Law and Who's Who in the World) and member of the American and Connecticut Bar Associations.

  • BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.

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    RICH E. AUSTIN, J.D.*, LLM, CRPC

    Director of Financial Advisory Services

  • Primary area of expertise: Advising high net worth clients, with an average net worth over $10 million dollars, on investment, estate, charitable, and business owner planning alternatives.

  • Has conducted seminars for financial professionals; served on advisory boards, created computer models to calculate tax implications, and authored articles on tax strategies.

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    GREGORY W. BUTLER, ChFC®, CFP®, CLU®

    Director of Financial Advisory Services

  • Areas of expertise include comprehensive financial, estate and business owner planning, and employee benefits.

  • Graduated from Connecticut State University with a Bachelor of Arts degree in Economics. Served on the Board of Directors of the International Association of Financial Planners and the Board of Directors of the Kansas City Association of Insurance and Financial Advisors. Currently serves on the Board of Directors of the Kansas City Financial Planning Association.

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    JEFFREY COHEN, CFP® Member of Registry of Financial Planning Practitioners

    Prestige Planner

  • Quoted in many national publications and has been a guest lectuer for several national organizations.

  • Inducted into the 1999 edition of International Who's Who of Professionals.

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    DEREK FERRIERA, CFP®, LUTCF, AMTC, CLU®, REBC®, CFS

    Prestige Planner

  • Area of expertise: Has worked on over a thousand cases and runs financial plans through multiple design sessions before the appropriate options are presented.

  • Graduated from Cal Poly State University, San Luis Obispo. Board Member of Society of Financial Service Professionals; Member of International Association for Financial Planning; Member of American Society of CLU/ChFC; and Board Member of The Resource Group within Lincoln Financial Advisors/Sagemark Consulting.

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    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.

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    JACKIE GLASSCOCK, ChFC®, CFP®

    Director of Financial Advisory Services

  • Areas of expertise: Estate planning for the affluent and business succession planning for the owners of privately held business.

  • Served on various Advisory Boards for Lincoln Financial Advisors.

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    TIMOTHY S. JOHNSON, J.D.*, CRPC

    Chief Investment Strategist

  • Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.

  • BA in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.

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    RUSSELL G. JONES

    Executive Director, Private Wealth Services

  • Primary area of expertise is developing key concepts and strategies for the high net worth market.

  • 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.

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    HENRY G. MAUTNER, CLU®, ChFC®

    Prestige Planner

  • Areas of expertise: Estate and business succession planning for highly affluent individuals.

  • Featured speaker on issues relating to multigenerational wealth transition.

  • Holds degrees from Miami University (Ohio) and Yale University.

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    ARTHUR H. MCGONIGAL, CFP®, MBA, ChFC®, CLU®, CMFC

    Prestige Planner

  • Areas of expertise: Providing estate, business succession, investment and retirement planning services, as well as charitable planning and gifting opportunities as they integrate into these areas on a seamless basis.

  • Graduated from University of Virginia (Bachelors degree in Economics); MBA from George Washington University; currently pursing his Masters in Financial Services from the American College.

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    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.

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    DOUGLAS B. RICHMOND

    Director, 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.

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

    Assistant Vice President of National Design

  • 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.

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    RANDY P. SILLER, CPA*, CIMA, CRPC, Masters in Taxation

    Prestige Planner

  • Recognized for contributions to two widely acclaimed books, and has been quoted in many national publications.

  • Graduated with honors from University of Connecticut with a major in accounting and minor in finance; is a Certified Continuing Education Instructor for CPAs in New York and Connecticut.

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

    Executive Director, Financial Advisory Services

  • Named in Worth magazine's Top Financial Advisors in 1996-2002, Medical Economics' 120 Best Advisors for Doctors in 1998, 2000 and 2002, the Birmingham Business Journal's Top 40 Under 40, and received the Leadership Award from the MS Foundation in 1997.

  • 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 AICPA.

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    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.

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