About » Who We Are
Anthony Boquet, CLU®, ChFC®, CASL®, CLF®, LUTCF
Executive Director, Penn Mutual Center for Veterans Affairs, The American College
Anthony “Tony” Boquet, a native of South Louisiana, has been happily married to Toni Ann for 34 years. They have two children, Thomas 24 and Tiffany 29. Tiffany and her husband, Mike has given to them three adorable grandchildren, Madison, Blake and Tyler. His hobbies are playing guitar, instructing TaeKwonDo and self-defense classes in HapKiDo, riding motorcycles and reading.
His professional credentials are as follows:
Graduate: Purdue University Professional Management Institute
Work Experiences includes:
For 30 years, he has been a leader in the financial services industry, much of which has been as a fee based Estate Planner and Financial Planner. He has extensive training in needs based analysis and financial security planning using his knowledge of multiple product lines.
He has served as an expert witness in insurance related court cases.
Michael J. Corey
Michael is the practice leader of TMP Worldwide Executive Search’s Insurance Practice (www.hhgroup.com), and a senior partner in the Chicago office. With over 40 years of executive search experience in the insurance, healthcare and human capital industries, Michael is well known as a recruiting leader for the financial services industry. Within the past five years, Michael has expanded his practice to include assignments in Europe, the Pacific Rim and South American primarily serving clients in the financial services industry. These assignments generally focus on general management counseling, insurance and employee benefits. Michael is a graduate of Northern Illinois University. He currently serves on the Board of Actuarial Foundation as Director to Irish Life Assurance plc, Dublin, Ireland. Michael also serves as Trustee of The American College.
Rear Admiral Marsha J. Evans (Ret.)
Marsha Johnson “Marty” Evans is a retired Rear Admiral in the United States Navy. Since her retirement, Johnson has served as Executive Director of the Girl Scouts of the USA (1998-2002), President and Chief Executive Officer of the American Red Cross (2002-2005) and was the interim commissioner of the LPGA for three months in 2009.
Born in Springfield, IL, Evans earned a Bachelor’s Degree in diplomacy and world affairs from Occidental College. She later earned a Master’s Degree in law and diplomacy at the Fletcher School of Law and Diplomacy at Tufts University. She did additional study at the Naval War College in Newport, RI, and the National War College in Washington, DC. Evans spent nearly 30 years in the United States Navy, earning the rank of Rear Admiral. She was the Chief of Staff at the U.S. Naval Academy in Annapolis and the first woman to command a U.S. naval station, while at Treasure Island in San Francisco. In 1992, she chaired a task force that developed a strategy to address gender-based issues in the wake of the Tailhook incident. She also held top positions at the Navy Recruiting Command and at the Naval Postgraduate School in Monterey, CA. She retired in 1998.
Denise Flannery, Senior Vice President, Strategic Marketing, Planning and Communications
Denise is responsible for leading the strategic marketing efforts of Penn Mutual and HTK. Her areas of responsibility include product marketing, program marketing, market research, corporate communications, interactive marketing and graphic design. Denise and her team work closely with our field partners to ensure that the company’s marketing efforts enable our producers to gain and maintain a strong foothold in our markets.
Denise has more than 24 years of experience in all aspects of marketing, including product development, market research and marketing communications. She has a strong background in the financial services industry, including PNC Bank. A graduate of Penn State with a BS in Organizational Development, Denise earned her MBA from St. Joseph’s.
Rear Admiral Mark Heinrich
Rear Admiral Mark Heinrich became commander, Naval Supply Systems Command (NAVSUP) and 46th Chief of Supply Corps on July 22, 2011. Previously, he served as commander, NAVSUP Global Logistics Support headquartered in San Diego, CA.
Heinrich’s additional flag officer assignments include extensive joint experience. He served as Director, Logistics Operations and Readiness (J-3/4) for the Defense Logistics Agency (DLA), headquartered at Fort Belvoir, VA. He was deployed to Kuwait from June to December 2008 as Director of the United States Central Command Deployment and Distribution Operations Center at Camp Arifjan, where he applied deployment and distribution expertise to enable the planning and execution of joint and combined force military operations. His first flag officer assignment was as commander, Defense Supply Center, Richmond, VA, the lead supply center for aviation within DLA. The center is now known as DLA Aviation.
Heinrich is a native of Southern California. He was commissioned in the Navy Supply Corps following graduation from the Naval Academy in 1979 with a Bachelor of Science degree in engineering. He also holds a Master’s Degree in Business Administration and Petroleum Management from the University of Kansas. He is also a graduate of the Kellogg Graduate School of Management Advanced Executive Program. He is a member of the Defense Acquisition Corps.
His personal decorations include two Defense Superior Service Medals, two Legions of Merit, a Defense Meritorious Service Medal, and various other awards. He is a qualified Surface Warfare Supply Corps officer and a Naval Aviation Supply officer.
Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®
Allen is an Assistant Professor of Insurance at The American College. He is a 1971 graduate of the U.S. Air Force Academy and holds a Master’s Degree in Aeronautical Engineering from the Air Force Institute of Technology. During his military career, Allen was a navigator in several aircraft, taught mathematics at the Air Force Academy, and completed Squadron Officer School, Air Command and Staff College, the Academic Instructor School, and the Air War College in residence. In 1984, Allen received the Secretary of the Air Force Leadership Award as the top graduate in his Air Command and Staff College class of 486 students. Allen is a retired Colonel in the U.S. Air Force and is a veteran of the Vietnam conflict.
After more than 21 years as an Air Force officer, Allen entered the financial services profession as an insurance and investments field representative. As a Chartered Financial Consultant® (ChFC®) and Certified Financial Planner (CFP®) practitioner, Allen produced comprehensive financial plans for his clients with an emphasis on retirement and risk management.
In addition, Allen is a Chartered Advisor for Senior Living® (CASL®) and advised senior clients on a variety of issues such as income distribution, health, housing, Medicare, Medicaid, long-term care, and end-of-life challenges.
James J. Meehan, MSM
James J. Meehan, MSM, joined The Penn Mutual Life Insurance Company as managing partner of our Philadelphia Agency (1847Financial) in May of 2011. In his new role, Jim is responsible for the growth of the agency and its producers.
Jim has built an outstanding career with Creative Financial Group (CFG) in Newtown Square, PA, representing New England Financial, a MetLife company. He joined CFG in 1990, after serving as a commissioned officer in the United States Navy. After achieving the honor of Associate Planner of the Year in his first two years, Jim was appointed sales manager in 1992. He earned the status of Master Sales Manager in 1998 and won Sales Manager of the Year honors twice. In 2000, Jim was appointed co-managing partner at CFG and has served as its president since 2006. During his time at CFG, the firm won New England Financial’s prestigious President’s Trophy 16 times, and was New England Financial Firm of the Year for 2010.
Throughout his career, Jim has proven to be a highly successful financial professional, who sets high standards for himself and his team, and has earned the respect of both experienced and new producers. Jim is also well-known and respected in the industry as a member of GAMA, where he received GAMA International’s First in Class Award in 2011. Jim is also a trustee of The American College, where he graduated in 2008 with his Masters of Science in Management (MSM) degree.
A graduate of the United States Naval Academy, Jim is a member of its alumni association and is actively involved with the Variety Club and Children’s Hope Foundations.
Robert B. Plybon, CLU®, ChFC®
Robert B. Plybon is President of Plybon and Associates, Inc. in Greensboro, NC. He began his career in the insurance industry in 1972, as a representative of the Home Life Insurance Company.
Robert has been a life member of the Million Dollar Round Table (MDRT) since 1977, as well as past President. He is also an inductee into the Home Life Insurance Company’s Hall of Fame.
Robert served as Chairman of The American College Board of Trustees from 2007-2009. He has also been a member of the Board of Directors of The American College Foundation. In 2010, Robert received The American College’s highest honor, the prestigious Huebner Gold Medal.
As past Chairman of the Board of the Life and Health Insurance Foundation for Education (LIFE), Robert helped the non-profit organization dedicate time to addressing the public’s growing need for information and education about health, disability, and long-term care insurance. He is also past Trustee of the Life Underwriter Training Council (LUTC) and has dedicated his time to the Association for Advanced Life Underwriting as its past President.
Robert earned his Bachelor of Science degree in Business Administration from East Carolina University in Greenville, NC, and went on to earn his Chartered Life Underwriter (CLU®) designation in 1975, and his Chartered Financial Consultant (ChFC®) designation in 1982 from The American College. The John Newton Russell Award was conferred on Robert in 2003 by the National Association of Insurance and Financial Advisors (NAIFA) and is considered by many to be the highest honor in the insurance industry.
Albert J. 'Bud' Schiff, CLU®, CAP®
Bud Schiff is currently the Chief Consulting Officer of New York Life Executive Benefits LLC (NYLEX Benefits). He previously served as the Chief Executive Officer of NYLEX Benefits, the Senior Executive Vice President of the Mutual Life Insurance Company of New York (MONY) and as a member of MONY's Board of Trustees. Mr. Schiff earned his Chartered Life Underwriter® (CLU®) designation from The American College in 1968 and his Chartered Advisor in Philanthropy® (CAP®) designation in 2011. In 2010, he was nominated by his colleagues to become the sixth member inducted into The American College's Alumni Hall of Fame.
Over the course of his career, he has served in numerous insurance industry leadership roles, including:
Jack B. Turner, CLU®, ChFC®
After graduating from Vanderbilt University in 1958, Hack began his own business, Jack B. Turner and Associates.
In three short years, Jack became one of the youngest life insurance agents to qualify for membership in the prestigious Million Dollar Round Table (MDRT). Every year since 1962, Turner has qualified for MDRT membership. In 1963, he earned his Chartered Life Underwriter (CLU®) designation from The American College and became the youngest President of the Tennessee Association of Life Underwriters. He returned to The American College in 1989 and earned his Chartered Financial Consultant (ChFC®) designation. He has also served as President of the Million Dollar Round Table, The Million Dollar Round Table Foundation and President of the Association for Advanced Life Underwriting.
Jack has served as a Trustee of The American College and the Life Underwriting Training Council (LUTC) and has also served as a member of The American College Foundation Board. In 2006, he received The American College’s highest honor, the prestigious Huebner Gold Medal.
He was a charter inductee of the Robert E. Musto Tennessee Insurance Hall of Fame and received what is considered the industry’s highest honor, the John Newton Russell Award, from the National Association of Insurance and Financial Advisors (NAIFA). In addition, Jack has qualified 21 years consecutively for the MDRT Top of the Table and has qualified six times for MetLife’s Chairman’s Council. He is a member of the GenAmerica Hall of Fame, served on the boards of the National Association of Estate Planning Council and the Life and Health Insurance Foundation for Education.
Walt Woerheide, PhD, CFP®, ChFC®
Before joining The American College in 2001, Dr. Woerheide held appointments as a Professor of Finance at the University of Illinois for ten years, the University of Michigan-Flint for six years, and Rochester Institute of Technology for eleven years. He served for a year as a Visiting Scholar at the Federal Home Loan Bank Board.
Dr. Woerheide has served as President of the Academy of Financial Services, an association of people interested in teaching and research in the area of financial planning, and as President of the Midwest Finance Association. He has been Judge for the Financial Frontiers Awards, a Judge for the Kenneth Black, Jr., Journal Author Award Program given by the Journal of Financial Service Professionals. He also serves as an Associate Editor for the Journal of Financial Service Professionals and serves on the Editorial Board of the Financial Services Review and Business Quest and the Journal of Financial Planning.
In addition to co-authoring the three most recent editions of The American College’s Investments textbook, he has also published Introducing Personal Finance with Quorum Books. Dr. Woerheide has published over 26 articles in various journals including Journal of Financial Service Professionals, Financial Services Review, Financial Counseling and Planning, Journal of Financial Planning, and Journal of Consumer Affairs. He has refereed articles for 16 different journals, served on multiple program committees for professional associations, reviewed numerous textbooks, and serves as an outside referee for promotion and tenure cases.
Dr. Woerheide earned his PhD and MBA from Washington University.