Our Team

 

  • Michael Lopata, CPA*

    Wealth Preservation & Succession Specialist

  • Stephen M. Smith JD*

    Director of Planning

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

    Second Vice President of National Design/Advanced Planning

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

    National Design/Advanced Planning Attorney