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Financial Education for Securities, Banking, & Insurance Professionals.

Board of Trustees

Gary Huffman
Gary T. "Doc" Huffman, CLU®, ChFC®, CAP®

Ohio National Financial Services


Andrew G. Aiello, CPA
Merrill Lynch

David M. Anderson
TIAA Life Insurance Co.

Daralee S. Barbera, CFP®, CMFC®,
Waddell & Reed

Wendy A. Benson
MassMutual Financial Group

Lee V. Bethel, CLU®, CAP®, ChFC®,
Comprehensive Benefit Services, Inc.

James J. Carbone, MSFS, MSM, LUTCF, CLU®, ChFC®, CLF®
Principal Financial Group

Ron Carson, CFP®, ChFC®
Carson Wealth Management Group

George I. Connolly, JD, CLU®, ChFC®
Securian Financial Group

Michael J. Corey
MJC Ventures, Inc.

Ralph L. "Chip" Crews, CLU®, ChFC®

J. Scott Davison, CLU®, ChFC®
OneAmerica Financial Partners, Inc.

Anthony J. Domino, Jr., MSFS, CLU®, ChFC®, CAP®
Associated Benefit Consultants, LLC

Michael Doughty
John Hancock Insurance

Caroline Feeney, CLU®, ChFC®
Prudential Insurance Co.

Anthony M. Garcia

Campbell T. Gerrish, CLU®, ChFC®
Winged Keel Group

Peter A. Golato, CLU®, ChFC®
Nationwide Financial

Randall H. Harbert, CLU®
State Farm Insurance Companies

Thomas H. Harris, CLU®, ChFC®
Penn Mutual Life Insurance Co.

John M. Howard
BB&T Insurance Holdings, Inc.

Robert R. Johnson, PhD, CFA®, CAIA®
(Ex Officio)
The American College

Fred H. Jonske, FSA
M Financial Group

Paul A. LaPiana, CFP®

Anne Long
Long Consulting Group

James J. Meehan, MSM
1847 Financial

James A. Mitchell, CLU®, ChFC®
(Retired)IDS Life Insurance Company

Linda S. Need, MSFS, FSA, CFP®, CLU®, CAP®
Past Chair (Ex Officio)
(Retired) Wells Fargo Insurance Services

Knut A. Olsen, CLU®
Thrivent Financial

Robert B. Plybon, CLU®, ChFC®
Plybon & Associates

Phillip C. Richards, CLU®, RHU®, CFP®
North Star Resource Group

M. Michael Rooney, CFP®, CLU®, ChFC®
AXA Advisors, LLC

Michael Rosenzweig, CLU®, ChFC®, (ex officio)
Rosenzweig Financial Services

Albert J. "Bud" Schiff, CLU®, CAP®
Alvarez & Marsal

Richard J. Schindler, FLMI, CLU®
Pacific Life Insurance Co.

Robert D. Shapiro, CLU®
The Shapiro Network, Inc.

Frederick J. Sievert, MSM
(Retired) New York Life Insurance Co.

Jon S. Stenberg, ChFC®
Ameriprise Financial

Scott Stolz, CFP®
Raymond James Financial, Inc.

Thomas P. Tooley, CLU®, ChFC®
MassMutual Life Insurance Co.

Leo C. Tucker, CLU®
The Washington Group

Tina M. Valenzuela, JD
Charles Schwab & Co., Inc.

Michael J. Vietri, CLU®
The Producers Group

Mary A. Weiss, PhD
Temple University

Robert J. Wernecke, CLU®
ECA Financial Services Inc.

Doyle J. Williams, CLU®, ChFC®
COUNTRY Financial


Contact Us

Phone: 800-821-8356 x1462

Hours: M–F 9:30 a.m. – 5 p.m. ET

Send Us an Email


Insurance Education

Registered Health Underwriter®

(Health Insurance)


Chartered Healthcare Consultant®

(Healthcare Specialty)


Registered Employee

Benefits Consultant

(Employee Benefits)


Chartered Leadership Fellow®

(Field or Agency Leadership)


Life Underwriter Training

Council Fellow

(Insurance Skills)


Chartered Life Underwriter®

(Insurance Specialty)

Financial Planning

Chartered Financial Consultant®

(Advanced Financial Planning)


Certification Education

(Financial Planning)


Chartered Advisor for

Senior Living®

(Retirement Income Education)


Financial Services Specialist

(Financial Services Basics)


Chartered Advisor

in Philanthropy®



Retirement Income

Certified Professional

(Retirement Income)

Graduate Degrees

Master of Science in Management

(Executive Leadership)


Master of Science in

Financial Services

(Advanced Financial Planning)