Financial Education for Securities, Banking, & Insurance Professionals.
Board of Trustees
Todd M. Schoon, JD, CLU®, ChFC® (Chairman)
Northwestern Mutual
David M. Anderson
TIAA-CREF Life Insurance Co.
Laurence Barton, CAP®, Ph.D.
(Ex Officio)
The American College
Michael A. Bell
Pacific Life Insurance Co.
Wendy A. Benson
MassMutual Financial Group
Lee V. Bethel, CLU®, CAP®, ChFC®,
ChHC™, REBC®, RHU®
Comprehensive Benefit Services, Inc.
Christopher O. Blunt, ChFC®, CAP®, CLU®
New York Life
Peter C. Browne, LUTCF
(Ex Officio)
Price, Raffel & Browne, Inc.
UNIFI Companies
Edward W. Cassidy
The Phoenix Companies
Nicholas M. Cecere, CLU®, ChFC®, LUTCF
Principal Financial Group
Susan M. Cooper, CFP®, CLU®, ChFC®, CAP®
Penn Mutual Life Insurance Co.
George I. Connolly, CLU®, ChFC®
Securian Financial Group
Michael J. Corey
MJC Ventures, Inc.
Ralph L. "Chip" Crews, CLU®, ChFC®
Consultant
Michael C. Davidson, MSM, CLU®, CAP® (Retired)
State Farm Insurance Companies
J. Scott Davison, CLU®, ChFC®
OneAmerica Financial Partners, Inc.
Caroline Feeney, CLU®, ChFC®
Prudential Insurance Co.
Anthony M. Garcia
Western-Southern Agency 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 L. Haver, JD, CLU®, ChFC®
Mutual of Omaha
Gary T. "Doc" Huffman, CLU®, ChFC®
Ohio National Financial Services
1847 Financial
Fred H. Jonske
M Financial Group
Michael L. Kalen, CLU®, ChFC®
Futurity First Insurance Group, Inc.
Terri R. Kallsen, CFP®
Charles Schwab & Co.
Paul A. LaPiana, CFP®
MetLife
James A. Mitchell, CLU®, ChFC®
(Retired)IDS Life Insurance Company
Linda S. Need, CAP®, CFP®
Wells Fargo
Scott R. Perry
Bankers Life & Casuality Co.
CNO Financial Group
Robert B. Plybon, CLU®, ChFC®
Plybon & Associates
Reginald N. Rabjohns, CLU®, ChFC® (Ex Officio)
New England Financial
Phillip C. Richards, CLU®, CFP®, RHU®
North Star Resource Group
Michael Rosenzweig, CLU®, ChFC®
Rosenzweig Financial Services
Albert J. "Bud" Schiff, CLU®, CAP®
Alvarez & Marsal
Robert D. Shapiro, CLU®
The Shapiro Network, Inc.
Frederick J. Sievert (Retired)
New York Life Insurance Co.
Nikki L. Sorum
Thrivent Financial for Lutherans
Jon S. Stenberg, ChFC®
Ameriprise Financial
Thomas P. Tooley, CLU®, ChFC®
Lincoln Financial Distributors, Inc
Leo C. Tucker, CLU®
The Washington Group
Michael J. Vietri, CLU®
The Producers Group
Robert J. Wernecke, CLU®
ECA Financial Services Inc.
Doyle J. Williams, CLU®, ChFC®
COUNTRY Financial
Charles R. Wright, CLU®, ChFC®, CAP® (Retired)
State Farm Insurance Companies
Robert "Bucky" Wright, Jr.
AXA Advisors, LLC
Contact Us



