Our Financial Planning Team

Owner & Financial Planner

Landon Mance

- Successfully  developed and implemented over 50 financial plans for families and businesses

- BS in Business Marketing from Cal State University Long Beach

 

 

Chief Investment Strategist  

Timothy S. Johnson, J.D.*, CRPC   

-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

*Not practicing

 

 

Director of Planning- West Division

Jonathan Lee CFP®, ChFC®

-Director of Planning for Lincoln’s National Planning Department and is the primary planning contact for the Pacific Southwest 

-Provides consulting services to Lincoln advisors in all areas of financial planning specializing in estate and business succession planning

 

 

National Design/Advanced Planning Attorney

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

-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 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

*Licensed, not practicing