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Our Team

How We Work

How We Work

A famous General, who later became the President of our great nation, once told us “Plans are worthless, but planning is everything.”  He knew the real point of planning, in our case Financial Planning, is the process, not the plan itself.

We believe people get carried away with the idea that financial planning is a huge, complex task. In fact it can be very simple.

Our goal is to help you achieve your goals, by making things simple.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our People

Local Team

J. Dallas McKinnon, CFP®

President, Financial Planner

909-363-4026

Dallas.McKinnon@LFG.com

Dallas has been a financial planner for over 27 years. He is the principal of his firm and is affiliated with Sagemark Consulting Private Wealth Services*. He is a member of the San Bernardino County Estate Planning Council, on the...

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National Planning Team

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

VP, Lincoln Financial Intellectual Capital

Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, compliance-related business and technical review of sales and marketing materials.Education: Juris Doctor degree from...

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Fred Fedorowich, CFP®, CRPC®

Director of Planning

Areas of expertise: Comprehensive and dynamic financial planning for the high net worth market.Education: Bachelor’s degree in Business Administration with a minor in Psychology from University of North Florida. Series 6,7 and 65...
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Christopher Fromm, ChFC®, CFP®, CBEC®

Director of Planning

Areas of expertise: Comprehensive financial planning for the high net worth market.Education: Bachelor’s degree in Business Administration from University of North Florida.Professional designations: ChFC®, CFP®,...
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Aaron Huntoon, MBA, CRPC®, CBEC®

Director of Planning

Areas of expertise: Comprehensive financial planning for the high net worth market.Education: Master’s degree in Business Administration from Regis University; Bachelor’s degree in Marketing, International Business, and...
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Jane Johnson, CFP®

AVP, Lincoln Financial Planning Operations

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

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Ben T. Huddle, MBA, CFP®, CRPC®

Director of Financial Advisory Services

Areas of expertise: Development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes.Education: Master’s degree...
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Douglas B. Richmond

Regional Director of Advisor Development, Southern Division

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...
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Timothy S. Johnson, J.D.*, CRPC®

Chief Investment Strategist

Areas of expertise: Fixed-income, equity allocations, alternative investments, and affluent wealth management.Education: Juris Doctor degree from Vanderbilt University School of Law; Bachelor’s degree in Political Science from...
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Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

Areas of expertise: Key concepts and strategies for the high net worth market.Education: St. Lawrence University. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish...

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Dianna Parker, CFP®, CBEC®

Director of Planning

Areas of expertise: Complex estate planning, business succession planning, and retirement planning.Education: Summa cum laude, Master’s degree from Southern Methodist University.
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Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

Assistant Vice President, National Design/Advanced Planning Attorney

Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, and compliance-related business and technical review of sales and marketing materials.Education: Juris Doctor degree from...
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Julia Santullano, JD*

Director of Planning

Areas of expertise: Multiple strategies for wealth transfer that meets objectives while reducing taxes for the high net worth market and business owners.Education: Juris Doctor degree from Northwestern University School of Law.
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Mary Young

AVP, Lincoln Financial Planner Resources

Areas of expertise: High net worth estate distribution strategies, senior executive compensation, tax return analysis, and retirement planning.Education: Bachelor’s degree from University of Connecticut with concentrations in...

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