Team

Our Team

Michael W. Moon, CFP®, CRPC

Financial Planner

858.550.2865

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

858.550.2887

Julia.Moon@LFG.com

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

858.550.2864

Debra.Browne@LFG.com

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,...

Beth Moon

Practice Manager

858.550.2886

Beth.Moon@LFG.com

Beth M. Moon was born and raised in Pennsylvania. She is a graduate of University of Idaho (Bachelor of Science) and Seattle’s City University with a Paralegal degree. She worked for 8 years as a paralegal in Seattle, Washington....

Murphy Moon

Paw-ffice Manager

By far the most popular member of our practice, Murphy joined the team in 2017. He was rescued from what's known as a "high-kill shelter" before making his way to an animal rescue in San Diego county and then finally to his home with...

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

Areas of expertise: Development, training, and implementation of fee-based financialplanning. Integration of the investment and comprehensive financial planning processes. Education: Master’s degree in Business Administration...

Mary Young

Director of Financial Advisory Services

Areas of expertise: Estate distribution strategies for high net worth families, senior executivecompensation, tax return analysis, and retirement planning. Education: Bachelor’s degree from University of Connecticut with...

Jane Johnson, CFP®

Director of Financial Advisory Services

Areas of expertise: Estate, retirement, investment, and business succession plans. Education: Bachelor’s degree from the College of William and Mary. Professional designations: CFP® Years of service: 28

Timothy S. Johnson, J.D.*

Chief Investment Strategist

949-660-0661

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

Areas of expertise: Complex estate planning, business succession planning, and retirementplanning. Education: Master’s degree from Southern MethodistUniversity. Professional designations: CFP® Years of service: 30

Russell Jones

Executive Director, Sagemark Consulting Private Wealth Services

Areas of expertise: Key concepts and strategiesforthe high net worth market. Education: Bachelor’s degree from St. Lawrence University. Years of service: 40

Christopher Fromm, ChFC®, CFP®, CBEC®

Director of Planning

Areas of expertise: Comprehensive financial planning for the high net worth market. Education: Bachelor’s degree in Business Administration from University of North Florida. Professional designations: ChFC®, CFP®,...

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

Areas of expertise: Multiple strategies for wealth transfer that meets objectives whilereducing taxes for the high net worth market and business owners. Education: Juris Doctor degree from Northwestern University School of Law. Years...

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

Areas of expertise: Comprehensive and dynamic financial planning for the high net worthmarket. Education: Bachelor’s degree in Business Administration with a minor in Psychology fromUniversity of North Florida. Professional...

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

949-660-0661

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 &...