Russell G. Lowry, CFP® CRPC® CWM™
100 Northfield Drive, Suite 200
Windsor, CT 06095
860.298.1800
888.921.8455
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Planning Staff

Tom LaBrie

Principal

James Landry, ChFC

  • Areas of expertise: Multi-generational estate and Retirement Planning, qualified and non-qualified retirement planning services for affluent business owners, executives, professionals and retirees. B.A. in history and M.M. in music from Bob Jones University, Greenville, SC.

 

 

 

Robert E. Appel, J.D.*, LL.M., MBA

  • 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

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

 

 

 

Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC

  • Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science 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."

 

 

 

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

  • 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.

 

 

 

Robert A. Studin, J.D.*, CPA*, CFP®, CLU®, CRPC, ChFC®

  • Named in Worth magazine's Top Financial Advisors in 1996-2002, Medical Economics' 120 Best Advisors for Doctors in 1998, 2000 and 2002, the Birmingham Business Journal's Top 40 Under 40, and received the Leadership Award from the MS Foundation in 1997.
  • Bachelor of Science degree from the University of Alabama, and J.D. from Cumberland School of Law, Member of the Alabama Society of Financial Planning Association and the AICPA.

 

 

 

Dianna Parker, CFP®

  • 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  tax reduction and financial planning strategies.
  • Summa cum laude, Master's degree graduate from Southern Methodist University.