-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