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Irvine, CA 92612
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Wider Support Network

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. B.S. 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.”

 

 

 

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

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

 

 

 

Timothy S. Johnson, J.D.*, CRPC®

Chief Investment Strategist

  • Areas of expertise include fixed income, equity allocations, alternative investments, and affluent wealth management.
  • B.A. in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.

 

 

 

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