National Resources
Robert Appel J.D.*. LL.M., MBA
National Design / Advanced Planning Attorney
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.
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 fro Boston University School of Law.
*Licensed, not practicing.
Fred Fedorowich CFP®, CRPC®
Director of Planning
Areas of expertise: Comprehensive and dynamic financial planning for the high-net-worth market.
Education: Bachelor's degree in Business Administration with a minor in Psychology from University of North Florida.
Professional designations: CFP®, CRPC®, Series 6, 7, and 65 FINRA registrations.
Tim Johnson J.D.*, CRPC
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.
*Not practicing.
Mary Young
Director of Financial Advisory Services
Areas of expertise: Estate distribution strategies for high-net-worth families, senior executive compensation, tax return analysis, and retirement planning.
Education: Bachelor's degree from the University of Connecticut with concentrations in Finance and Accounting.