Team
Our Team
Michael W. Moon, CFP®, CRPC
Financial Planner
Michael W. Moon, following in the footsteps of his father, joined the financial services profession in 1982 and has spent the past 30 years building a family-centered financial planning practice for successful individuals, business...
Julia Moon, CFP®, CRPC®
Financial Planner
Julia Moon joined Moon Wealth Management in 2016, following a 10 month residency in Madrid, Spain. She graduated from UC Santa Barbara with high honors in 2015. Since then she has been dedicated to her financial planning related...
Debbie Sehlhorst
Planner Assistant
Debbie is a native Californian and has worked with Michael for over 25 years. Debbie has three adult children and one granddaughter. In her free time she is busy baking cakes for all occasions and enjoys snowboarding, wakeboarding,...
Murphy Moon
Paw-ffice Manager
National Planning Team
Lincoln Financial Network’s National Planning Team brings some of our organization’s most
knowledgeable and talented individuals together to support our national network of financial
professionals. This team is highly respected throughout our industry for their thought leadership,
experience, reputation, and results.
With an average of more than 24 years of service, our National Planning Team helps our financial
professionals provide world-class financial planning to individuals, families, and business owners
across America.
National Planning Team
Ben Huddle MBA, CFP®, CRPC®
Director of Financial Advisory Services
Mary Young
Director of Financial Advisory Services
Jane Johnson, CFP®
Director of Financial Advisory Services
Timothy S. Johnson, J.D.*
Chief Investment Strategist
949-756-2624
Tim's areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management. His has specialized in debt, convertible and risk arbitrage analysis and trading, as well as municipal finance....
Dianna Parker, CFP®
Director of Planning
Russell Jones
Executive Director, Sagemark Consulting Private Wealth Services
Christopher Fromm, ChFC®, CFP®, CBEC®
Director of Planning
Aaron Huntoon, MBA, CRPC®, CBEC®
Director of Planning
Aaron consults on comprehensive financial plan design and technical topics with Lincoln Financial Network advisors nationally. He is a Sagemark Consulting Private Wealth Services Advisory Specialist in which he provides customized...
Julia Santullano, JD
Director of Planning
David Downing, CRPC®
Director of Planning
Dave received his Bachelor's Degree in Finance with a specialization in Financial planning from Bowling Green State University in May of 2002. Dave has been with Lincoln Financial Advisors/Sagemark Consulting since May of 2000....
Fred Fedorowich, CFP®, CRPC®
Director of Planning
Donna L. Rowan, J.D.*, LL.M., CLU®, ChFC®
Assistant Vice President, 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;...
Robert E. Appel, J.D.*, LL.M., M.B.A.
Vice President, National Design
949-756-2624
Bob's been listed in numerous editions of Who’s Who (including Who’s Who in American Law & Who’s Who in the World). He is a member of the American & Connecticut Bar Associations. He holds a degree (Accounting &...