Committed to Our Mission to Benefit Society
Our leadership team brings diverse experience from decades in financial services, academia, and for- and nonprofit organizations. Their perspectives and expertise help accelerate our impact.
College Leadership
Stewards of Our Mission and Vision
Joe Bergan Wallace E. Boston, Ed.D. Brandon Carter, CLU®, ChFC®, CFP® Lisa Davis, MSM Edward G. Deutschlander, CLU®, CLF® Kristin Ferguson |
Matt Foran Ellen Rinaldi, CLU® Timothy J. Gerend, JD Salene Hitchcock-Gear, JD John M. Howard Michael V. James Michelle D. Johnson |
Cheri Lytle Brad Montgomery, CPCU®, RICP®, FLMI®, HIA, CASL George Nichols III, CAP® Kristi Martin Rodriguez Todd M. Schoon, JD, CLU®, ChFC® Matthew Spriggs |
---|
Supporters of Our Mission and Vision
Mike Corey, LUTCF®, MJC Venture, Inc. Patrick Corey, The Corey Search Group Michael C. Davidson, MSM, CLU®, CAP® Louis P. DiCerbo II, LUTCF®, CLU®, ChFC®, DiCerbo P.C.P. and Associates, Inc. John DiMonda, CLU®, ChFC®, Lincoln Financial Anthony J. Domino, Jr., MSFS, CLU®, ChFC®, CAP®, Associated Benefit Consultants, LLC Harris Fishman, CLU®, ChFC®, MassMutual R. David Fritz, Jr., CLU®, Executive Benefits Network Nic Gorey, Rocketer |
Randall H. Harbert, CLU® Rodger K. Johnson, MSFS, ChFC®, CLU®, CFP®, CAP®, RICP®, Johnson Financial Group Joseph W. Jordan Gloria LaGrassa, CLU®, ChFC® Paul A. LaPiana, CFP®, MassMutal Leon L. Levy, CLU®, Leon L. Levy & Associates Richard A. Liddy, CLU®, General American Life James J. Meehan, MSM, 1847 Financial James A. Mitchell, CLU®, ChFC®, IDS Life Insurance Company Knut A. Olson, CLU®, National Guardian Life |
Robert B. Plybon, CLU®, ChFC®, Plybon & Associates, Inc. J. Greg Reber, Pacific Life M. “Mark” Michael Rooney, CFP®, CLU®, ChFC®, Equitable Albert J. (Bud) Schiff, CAP®, CLU®, RICP®, Alvarez & Marsals Mike Scovel, MSM, CLU®, ChFC®, New York Life Joel A. Shapiro, MSFS, CLU®, ChFC®, Bartmon, Shapiro and Associates, Inc. Joseph Sparacio, LUTCF®, CLU®, CLF®, MassMutual |
---|
Scott A. Winslow, MSFS, ChFC®, CLU®, RICP®, AEP®, CCFC, President, Nabell Winslow Wealth Management Michaela Scott, MSFS, CFP®, CLU®, ChFC®, RICP®, Vice President Borislow Insurance Terry E. Parham Jr., CFP®, ChFC®, CLU®, WMCP®, Secretary, Innovative Wealth Building Heather Welsh, CFP®, AEP®, MSFS Michael Bitton, CFP®, CLU®, RICP®, CIMA®, CPWA®, Pacific Life Leslie Calkins, CLU®, ChFC®, CASL®, RICP®, MSFS, CAP®, State Farm Darin S. Fass, CLU®, CLF®, New York Life Joshua A. Gonzalez, CFP®, ChFC®, CLU®, Modern Wealth Strategies |
Maurice Miller, Jr., CFP®, ChFC®, Mass Mutual Juliet A. Pinkerton, ChFC®, CLU® Soraya Morris, ChFC®, LPL Financial Jay Mota, CFP®, CDFA®, ChFC®, WMCP®, Ameriprise Jim Petersen, Ph.D., MSM, MSFS, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, ChSNC®, CRPC®, CAP®, AEP®, CPMBC, Emeritus Member, The American College Matthew Price, CLU®, ChFC®, Priceless Coaching Kimberlee Riley, CAP®, The Catholic Foundation of Central Florida John Rocco, MSFS, CLU®, Emeritus Member, New York Life |
Jason Austell, MSFS, ChFC®, CLU®, CASL®, RICP®, CAP®, ChSNC® Christopher Sitek, CLU®, ChFC®, RHU®, REBC®, CASL®, CLTC®, North Star Resource Group Wendy Swanson, RICP®, CLTC®, NSSA certificate holder, Senior Market Sales Stephanie Tsang, CFP®, ChFC®, CPA, North Star Resource Group Beady Waddell III, JD, MCA, LL.M, MS, ChFC®, CLU®, Western & Southern Financial Group Maxwell Waletich, CFP®, ChFC®, RICP®, Allianz Life Lauren Yamaoka, CAP®, The Fuller Foundation |
---|