Meet Our Planning Team

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

Second Vice President of National Design/Advanced Planning

  • Member of the American and Connecticut Bar Associations.

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

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

National Design/Advanced Planning Attorney

  • 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.

Paul J. Meyer, CRPC, CBEC

Financial Planner

  • Joined Lincoln Financial Advisors in 2005 after a 15 year career with a family owned and family run business. Paul specializes in comprehensive financial planning, advising successful professionals and business owners with their estate, business continuity and retirement planning by empowering them to make informed decisions through financial education.

  • BA degree in Business Administration from St Norbert College. He is a member of the Financial Planning Association and Professional Advisor Network of the Community Foundation as well as being involved in a number of not for profit organizations in his community.

  • Paul Meyer profile on LinkedIn

    Daniel J.Weggel, ChFC, CRPC

  • Joined Lincoln Financial Advisors in 1990. Dan specializes in comprehensive financial planning that provides successful professionals, small business owners, families, and retirees the means to control their financial security.

  • BA degree in Business Administration with a major emphasis in Finance, from University of Wisconsin, at Oshkosh WI. Dan received his ChFC designation (Chartered Financial Consultant) from the American College in 1996. This was a series of 10 courses and exams taken over a four year period, focusing on the numerous intricacies of financial planning.

  • Rick Weinerman

    Member, Sagemark Consulting Private Wealth Services

  • Rick is a Prestige Member and Private Wealth Advisor with Sagemark Consulting Private Wealth Services. Sagemark Consulting Private Wealth Services is a select member group within Lincoln Financial Advisors which focuses on clients in the high net worth market. For over 30 years, he has provided comprehensive customized financial analysis and sophisticated strategies to help solve significant financial problems for his clients.

  • In addition to his private practice, Rick through a Sagemark Consulting affiliation, works with several national investment firms, their advisors and clientele in the areas of wealth transfer strategies, business succession, and life insurance analysis.

  • Rick Weinerman profile on LinkedIn


    Director, Sagemark Consulting Private Wealth Services

    • 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, private banking and stock brokerage representatives, as well as catering to the needs of business owners and individuals who want to address their wealth preservation and estate planning needs.


    Chief Investment Strategist

    • Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.

    • BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.


    Director of Planning

    • Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.

    • Summa cum laude, Master's degree graduate from Southern Methodist University.