Meet Our Planning Team
Rick MacBarron, JD*, CFP®, CBEC®, AEP®949-474-6847
Service Overview: Click here to read my full Service Summary. Click here to read my Biography. |
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Jonathan (“Jon”) Lee, CFP®, ChFC®Director of PlanningAs a Director of Planning for Lincoln’s National Planning Department, Jon is the primary planning contact for Lincoln’s offices in Phoenix, Greater LA/Westlake Village, Orange County, San Diego, and the California Fringe Benefit RPG. In his role, Jon provides consulting services to Lincoln advisors in all areas of financial planning with specialization in estate and business succession planning. Jon also collaborates with advisors to develop comprehensive personalized financial plans to address their clients’ goals and objectives. Having served on several advisory committees for Lincoln, Jon was heavily involved in developing national planning initiatives so advisors had greater access to the intellectual capital and expertise available throughout the organization. |
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RUSSELL G. JONESExecutive Director, Sagemark Consulting Private Wealth Services
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ROBERT E. APPEL, J.D.*, LL.M., MBASecond Vice President of National Design/Advanced Planning
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TIMOTHY S. JOHNSON, J.D.*, CRPCChief Investment Strategist
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