Financial Education for Securities, Banking, & Insurance Professionals.

Presidents Circle Members


Steven F. Abbass, CLU®, ChFC®, CASL®, CAP®
James E. Adkins, CLU®, ChFC®
Mark F. Alder, CLU®
Harvey G. Allison, CLU®, ChFC®, CLF
Stuart A. Appel, LUTCF, CLU®
Donald G. Armstrong, MSFS, CLU®, ChFC®, CASL®
Jamie Asher
Eric D. Aslakson
Bryan L. Austin
Dennis M. Axman, LUTCF, CLU®, ChFC®
Shiv K. Bagri, CLU®, ChFC®, LUTCF
Brian Bailey
Timothy R. Barnhart
John M. Barry, CLU®, ChFC®
Jeffrey Steven Barton, MSM, CLU®, ChFC®
Laurence Barton, CAP®
Adam D. Batchelor
Mitchell C. Beer
Michael A. Bell
Sam E. Beller, CLU®, ChFC®
J. Philip Bender, CLU®
Wendy A. Benson
Rocco Berardi
Joseph B. Beshear
Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, CAP®, ChHC™
Dwaan C. Black, CLU®, ChFC®
Howard J. Blatt, CLU®
Garrett J. Bleakley, CLU®, ChFC®
Lyle L. Blessman
Debra L. Blevons
Michael Blivens
Christopher O. Blunt, ChFC®, CAP®, CLU®
Debra G. Boblitt, CLF
Jeffrey E. Boes, CLU®, ChFC®
Timothy Bohannon
Anthony F. Boquet
Glenn Boseman, CLU®, CLF
Jennifer L. Brase, CLU®
Daniel M. Brigham, CLU®
Brian S. Brown, CLU®, ChFC®
Peter C. Browne, LUTCF
Dennis Burbank
Kevin K. Burckhard
Robert P. Burke, CLU®, ChFC®
Scott D. Butler, CLU®, ChFC®
Dickson C. Buxton, CLU®, ChFC®
Michael T. Byrne, CLU®, ChFC®
Robert E. Caldwell, CLU®, ChFC®
W. Harrison Campbell, CLU®, ChFC®, CAP®
John F. Carlson, ChFC®
Timothy W. Carmean, CLU®
Scott Allen Carr, CLU®
David J. Casper, CLU®, ChFC®, CASL®
Edward W. Cassidy
Gregory V. Castronovo, CLU®, ChFC®
Nicholas M. Cecere, LUTCF, CLU®, ChFC®
James Cerone, Jr., CLU®, ChFC®
Kevin A. Chadwick
Antoinette M. Christaldi, LUTCF
Scott Christensen, CLU®, ChFC®
William J. Christie, CLU®, ChFC®
Randi M. Clauson, MSFS, MSM, ChFC®, CLU®
I. David Cohen, CLU®, ChFC®, LUTCF
Christina I. Collins, CLU®, CASL®, ChFC®
Thomas R. Collins, CLU®, ChFC®, CASL®
R. Michael Condrey, CLU®, ChFC®
John D. Cooney, Jr., CLU®
Michael J. Corey
Howard B. Cowan, CLU®, ChFC®
Brian M. Cox, CLU®
Ralph L. Crews, CLU®, ChFC®
Charles T. Cronin III, CLU®, CAP®
Charles Tait Cruse, CLU®
Philip B. Cubeta, MSFS, CLU®, ChFC®, CAP®
William J. Cuff, CLU®, ChFC®
Brian R. Cunningham, CLU®, ChFC®
Earl Darphin, CLU®, ChFC®, CASL®
Michael C. Davidson, MSM, CLU®, CAP®
Jarrett L. Davis III, CLU®
Heather L. Davis, CLU®, ChFC®
J. Scott Davison, ChFC®, CLU®
Curt J. De Leske
Jules A. del Vecchio, CLU®, ChFC®
Paul L. DeLisio, MSFS, CLU®, ChFC®, RHU®, REBC®
Malcolm D. Decker, CLU®, ChFC®
Todd R. Denton
Lew D. Derrickson, CLU®
Amy C. Dewey
Louis P. DiCerbo II, CLU®, ChFC®, LUTCF
Brian J. Dierks
James S. Dobbs, CLU®, ChFC®
R. Paul Dodd, CLU®, ChFC®, CLF
Daniel E. Dodgen, ChFC®, CLU®
Dermot P. J. Dolan, ChFC®, CASL®
Anthony J. Domino, Jr., MSFS, ChFC®, CLU®, CAP®
Charles R. Downs, Jr., CLU®
Steven M. Dugal, LUTCF, CLU®, ChFC®
Steven D. Earhart, MSFS, CLU®, ChFC®
Jason Early
William E. Ebel, MSFS, CLU®, ChFC®
James R. Effner, Jr., CLU®
Robert Eichler, MSFS, CLU®, ChFC®
Frederick A. Eisner, MSFS
Philip R. Engelmann, CLU®, ChFC®
Kathleen A. Erb, LUTCF
Keith A. Erhard, CLU®, ChFC®
John C. Ertz, CLU®
Robert A. Faingold, MSM, CLF
Salvatore F. Farina, MSM, CLU®, ChFC®
Andre L. Faucher, CLU®, ChFC®
Stephen P. Feehan, ChFC®, CLU®, CAP®
Caroline A. Feeney, CLU®, ChFC®
Neal R. Fegely
Saul F. Feingold, MSFS, CLU®, ChFC®
Russell J. Figueira, MSM, CLF®
Alan R. Finkelstein, CLU®
Dennis R. Fiore, LUTCF, CLU®, ChFC®
Harris S. Fishman, CLU®, ChFC®
John E. Fobes II, CLU®, ChFC®
Maureen M. Foley, CLU®, ChFC®
Constance J. Fontaine, CLU®, ChFC®
Lee M. Fortenberry, MSFS, CLU®, ChFC®, RHU®, REBC®
A. Scott Foster, CLU®
Lance P. Franczyk, CLU®, ChFC®
Robert T. Frieling, CLU®, ChFC®
R. David Fritz, Jr., CLU®
Mark J. Funk, CLU®, ChFC®
Lee M. Gammill, Jr., CLU®
Jeffrey J. Gayonski
Austin T. Getz II, CLU®
Brett Gilliland
Gene J. Gilmore, CLU®
Mitchell B. Glover, CLU®, ChFC®, CASL®
Thomas Goes
Peter A. Golato, CLU®, ChFC®
Richard H. Golden
James R. Goodrich, CLU®, ChFC®
William O. Goodwin, CLU®, ChFC®
Eric B. Gordon
Patrick K. Gores, CLU®, ChFC®, CASL®
Thomas E. Goris, Jr., CLU®, ChFC®
Irwin Gorman, MSFS, CLU®, ChFC®, CASL®
Diane Hack Gould, MSFS, ChFC®, CLU®, CAP®
John W. Greene, Jr., CLU®, ChFC®
Mel H. Gregory, Jr., CLU®
James P. Grogan, CLU®
Stephen T. Guinan, CLU®, ChFC®, CASL®
David L. Hahs, CLU®, ChFC®
William K. Halliburton, MSFS, CLU®, ChFC®
Paul L. Hanson, CLU®, ChFC®
Randall H. Harbert
Mark E. Hardy, CLU®, ChFC®, CASL®
Ted P. Harless, LUTCF
Christopher N. Harmon, CLU®, ChFC®
Thomas H. Harris, CLU®, ChFC®
Kevin J. Hassan, CLU®
John L. Haver, CLU®, ChFC®
Dermot Thomas Healey, CLU®, ChFC®, RHU®, REBC®, CASL®
Benjamin W. Henderson, CLU®, ChFC®
Michael S. Henegar, CLU®, ChFC®
Gerald J. Herbison, MSM, ChFC®, CASL®, CLF
Earl S. Herzog, CLF
Mark J. Heurung, CLU®
Keith E. Hickerson
Andrew J. Higney, CLU®, ChFC®
Salene Hitchcock-Gear
Stefan H. Holter, CLU®, ChFC®
Harry P. Hoopis, CLU®, ChFC®
Terence L. Horan, CLU®, ChFC®
Matthew Don Houston
Rick Hu
Brian J. Hubbell, CLU®, ChFC®
James G. Huckabee IV, CLU®
Gary T. Huffman, CLU®, ChFC®
Jeffrey R. Hughes
Joseph W. Huver, MSFS, CLU®, ChFC®
Scott C. Iodice, CLU®
Patrick J. Ireland
John Irvin
Stuart Isgur, CLU®
W. Bruce Jackson, CLU®, ChFC®, CAP®
Charles N. Jenkins, Jr.
Charles C. Jones, MSFS, CLU®, ChFC®, CASL®, CAP®
Douglas W. Jones, CLU®, ChFC®
Joseph W. Jordan
George G. Joseph, CLU®
Max R. Joyner, CLU®, ChFC®
Michael L. Kalen
Terri R. Kallsen
Norman W. Kamerow, MSFS, CLU®, ChFC®, LUTCF
Kathleen M. Kane, CLU®
George W. Karr, Jr., CLU®
Hratch Kasparian
Arnold M. Katz, CLU®
Paul Katz, MSFS, CLU®, ChFC®
Kevin F. Kaveney
Joe Kelley, CLU®, ChFC®
Shawn F. Kelley, CLU®
Troy B. Kemelgor, CLU®, ChFC®
Stephen C. Kernaghan
Jenny Kho, CLU®, ChFC®
Garry D. Kinder, CLU®
William S. Koch, CLU®, ChFC®
Steven H. Kosnick, CLU®
John E. Kozakis, CLU®, ChFC®, CASL®
Ryan J. Kramer, CLU®
James J. Kratochvil III
Arthur D. Kraus, CLU®, ChFC®, CAP®
Daniel G. Krivos, CLU®, ChFC®
Matthew R. Krueger
Theodore T. Kurlowicz, CLU®, ChFC®, CAP®

Gloria M. La Grassa, CLU®, ChFC®
Raymond N. Latiano, CLU®, ChFC®, CASL®
David F. Lau, CLU®, ChFC®
Bruce W. Laughlin, CLU®, ChFC®
M. Kevin Lawhon, CLU®
Bobby L. Layman, MSFS, CLU®, ChFC®, LUTCF
William J. Lemoine, Jr.
Craig W. Lemoine
Daniel J. Leslie, CLU®, ChFC®
Leon L. Levy, CLU®, RHU®
Stephen F. Libby, CLU®, ChFC®, REBC®, RHU®
Richard A. Liddy, CLU®
David A. Littell
Eugene F. LoVasco, CLU®
Ronald E. Long, CLU®, ChFC®
Christopher R. Lowery
Robert D. Lowrey, CLU®, ChFC®
Minde Lu, CLF
Matthew J. Lueder, CLU®, ChFC®, CLF, CASL®, CAP®
Kevin M. Lynch, CLU®, ChFC®, RHU®, REBC®, CASL®, CAP®, LUTCF, FSS
Shawn C. Mackey, CLU®, ChFC®
Cary M. Maguire
Cory A. Mahaffey, CLU®
Jeffrey J. Manderfeld, CLU®, ChFC®
Dennis J. Manning, CLU®, ChFC®
James V. Marker, CLU®, ChFC®
Charles D. Marks, CLU®, ChFC®, CASL®
Scott A. Marschall, CLU®
Robert E. Mathis, CLU®
Patrick L. Matthews
Peter J. McAvinn, CLU®
David C. McAvoy, CLU®
Brian W. McClure, CLU®, ChFC®
Eileen C. McDonnell
Edward M. McEvoy
Hugh J. McFadden
Eric M. McGough
Charlene A. McKenney, CLU®
Thomas L. McLeary, CLU®
Corey D. McQuade, CLU®
Roger M. McQueen
John W. McTigue, CLU®
Terence R. McTigue, CLU®, ChFC®, CASL®
James J. Meehan, MSM
James Edward Meeks, Jr.
Carl F. Mehlhop, CLU®, ChFC®
Donald H. Mehlig, CLU®, ChFC®
Joseph F. Meier, CLU®, ChFC®
Kenneth C. Meier, CLF
Bradford L. Meigs, MSFS, CLU®, ChFC®
Carl W. Middleton IV, CLU®
Benjamin B. Miller, CLU®, ChFC®
David B. Miller, CLU®, ChFC®
Kevin E. Miller, CLU®
Norman B. Miller, CLU®, RHU®, ChFC®, CASL®
R. Aaron Miller, CLU®
Robert A. Miller
David D. Mirabito, MSFS, LUTCF, CLU®, ChFC®
James A. Mitchell, CLU®, ChFC®
Kenneth Charles Mlekush, CLU®, ChFC®
James G. Morgan, RHU®, CLU®
Deanna M. Mulligan, CLU®, ChFC®
Timothy M. Mulroy, ChFC®
Thomas W. Myers, CLU®, ChFC®
James F. Naive, MSFS, CLU®, ChFC®
Yuka Nakahara-Goven, CLU®
Linda S. Need, CAP®
James J. Nemec, CLU®, ChFC®
William J. Newman, CLU®, ChFC®
John Francis Nichols, MSM, CLU®
C. Bayne Northern, MSM, CLU®, ChFC®
Troy A. Nunn, CLU®
Thomas J. O'Haren, CLU®, ChFC®
David M. O'Malley
William M. O'Neil, CLU®, ChFC®
Eric S. Olson
Richard Pacha
Kevin R. Palmiter
Jerome R. Panich, RHU®, CLU®, REBC®, ChFC®
Devang M. Patel, LUTCF, CLU®, ChFC®, CASL®, CAP®
Ralph I. Pence
James A. Petersen, MSFS, MSM, ChFC®, CLU®, CASL®, CLF
W. Harold Petersen, RHU®
Brian G. Petrando, CLU®
Mark W. Pfaff
Harold H. Philipsen, CLU®, ChFC®
L. Scott Phillips, CLU®, ChFC®, CASL®
A. Duer Pierce, Jr., CLU®, ChFC®, CAP®
Matthew J. Plocher, CLU®, ChFC®
Robert B. Plybon, CLU®, ChFC®
Richard A. Pope, CAP®
Robert W. Powell, CLU®, LUTCF
Frederick W. Prelle, Jr., CLU®, ChFC®
Alan Press, CLU®, LUTCF
Kevin S. Proffitt, CLU®, ChFC®, CASL®
Charles R. Pruett, CLU®
V. Thomas Purcell, Jr., CLU®, ChFC®
Craig L. Quinlan
Mary Quist-Newins, CLU®, ChFC®
Reginald N. Rabjohns, CLU®, ChFC®
Joseph Ralph Radovic, MSFS, ChFC®, CLU®
Parthasarathy Rajagopalan, LUTCF, CLU®, ChFC®, CASL®, CAP®
Jeffrey J. Rapp, CLU®, CASL®
Jack C. Raskin, MSFS, MSM, CLU®, ChFC®
Jeffrey Dale Reeter, CLU®
Sue Rein
Adam T. Rhoades, CLU®
Phillip C. Richards, CLU®, RHU®
J. Daniel Rivers
John J. Rocco, MSFS, CLU®
Michael E. Rosenzweig, CLU®, ChFC®
David R. Rubinowitz, MSFS, LUTCF, CAP®, CLU®, ChFC®
Matthew T. Russo, CLU®
Steven W. Ryan, CLU®, ChFC®, CASL®
R. Philip Sarnecki, CLU®
Ryan S. Saunders, CLU®, ChFC®, CASL®
Joseph M. Savino, CLU®, ChFC®
Christopher J. Schenkel, CLU®
Gregory L. Scherschel, CLU®, ChFC®, LUTCF, CASL®
Albert J. Schiff, CLU®, CAP®
Jayne Nemerow Schiff, CLU®, ChFC®, REBC®, CAP®, ChHC™
Linda Schoenthaler, ChFC®
Todd M. Schoon, CLU®, ChFC®
John P. Schwan
Russell K. Schwartzbeck, CLU®, ChFC®
Michael F. Scovel, MSM, CLU®, ChFC®
Eugene J. Seaman, MSFS, MSM, CLU®, ChFC®
Robert Seery, CLU®, CLF
Brad P. Seitzinger, CLU®, ChFC®
Edward J. Shanahan
Joel A. Shapiro, MSFS, CLU®, ChFC®
Robert D. Shapiro, CLU®
Walter J. Shields, MSFS, CLU®, ChFC®, LUTCF
Frederick J. Sievert, MSM
Steven M. Silverman, MSM, LUTCF, CLU®, ChFC®, CASL®, CAP®
Carra J. Simmons, LUTCF, CLU®, ChFC®
Marsha Helen Slater, CLU®, ChFC®, LUTCF
Cale P. Smith
Richard S. Smith
Jeffrey W. Sons, CLU®
Nikki L. Sorum
Joseph Sparacio, LUTCF, CLF, CLU®
Robert L. Spinks, CLU®, ChFC®
Paul J. Steffen, CLU®, ChFC®
Glenn Ernest Stevick, Jr., CLU®, ChFC®, LUTCF
Bradley W. Stewart, CLU®, ChFC®
Maurice L. Stewart, CLU®, ChFC®, CLF
Eugene H. Storms, MSFS, CLU®, ChFC®
Claudia H. Stowers, CAP®
Mickey Straub
Peter F. Striano III
Fernando Suarez, CLU®, ChFC®
Donald P. Sullivan
Forrest Gib Surles, MSFS, CLU®, ChFC®
Donald J. Swanson, CLU®, ChFC®
Arthur B. Tacchino
Eric K. Takao, MSFS, CLU®, ChFC®, RHU®
Derek J. Tamm, CLU®
Stephen C. Target, CLU®
Stephen D. Tarr, MSM, CLU®, ChFC®, CAP®, CASL®
Joe P. Teague, CLU®
Michael F. Tews, CLU®, ChFC®
Samuel T. Theobald
Scott P. Theodore, CLU®, ChFC®
Allen F. Thomas, CAP®
Guy R. Thomas, CLU®
Wayne E. Thomas, CLU®, ChFC®
David J. Thompson, CLU®, ChFC®
John B. Tripoli, CLU®
Alessandro J. Tronco, CLU®, ChFC®, CASL®
Leo C. Tucker, Jr., CLU®
James T. Turner III, CLU®
Jack B. Turner, CLU®, ChFC®
Kerri Lynn Tuttle, LUTCF
John F. Van Der Hyde
Douglas W. VanOrder
Larry M. VandeVen, Jr., CLU®
Michael Vanelli
Mary C. Varner
Merle E. Varney, Jr., RHU®, LUTCF, REBC®
E. Hardy Vaughn, Jr., MSFS, CLU®, ChFC®, CAP®
Michael J. Vietri, CLU®
Paul E. Vignone, CLU®, ChFC®
Joshua T. Waite, CLU®, ChFC®
William B. Wallace, CLU®, ChFC®, CAP®
William C. Wallace, CLU®, ChFC®
Stephanie A. Walsh, CLU®, ChFC®, CASL®
Robert J. Waltos, Jr., MSM, MSFS, CLU®, ChFC®
William Watson
Virginia E. Webb
Mark A. Weber, MSFS, CLU®, ChFC®
Amanda Weitman
Robert J. Wernecke, CLU®
James E. Whistler, MSFS, MSM, CLU®, ChFC®, CASL®
Tek R. Wiegert
Brian D. Wilcox, CLU®, ChFC®, CLF
Melinda M. Wilke, CLU®, CLF, ChFC®
Doyle James Williams, CLU®, ChFC®
Larry C. Williams, CLU®, ChFC®, CASL®
Rockford G. Williams, CLU®, ChFC®
Harold L. Wilshinsky, MSFS, CLU®, ChFC®
Christopher P. Woehrle
Walter J. Woerheide, ChFC®
Scott A. Wolf, CLU®, ChFC®, CASL®
David F. Woods, CLU®, ChFC®, LUTCF
James R. Worrell, Sr.
John W. Wright II, CLU®, ChFC®
Charles R. Wright, CLU®, ChFC®, CAP®
Robert W. Wylie
Ryan E. Yoder, CLU®, ChFC®
T. Scott Zach, CLU®, ChFC®
David G. Zick, CLU®, ChFC®, RHU®
Jeffrey Zuzolo, CLU®, ChFC®

 
Programs of Study
 
Centers of
Excellence

Resources
Insurance Education
 
RHU®

Registered Health Underwriter®

(Health Insurance)

 
 
ChHC®

Chartered Healthcare Consultant®

(Healthcare Specialty)

 
 
REBC®

Registered Employee

Benefits Consultant

(Employee Benefits)

 
 
CLF®

Chartered Leadership Fellow®

(Field or Agency Leadership)

 
 
LUTCF

Life Underwriter Training

Council Fellow

(Insurance Skills)

 
 
CLU®

Chartered Life Underwriter®

(Insurance Specialty)

 
 
Financial Planning
 
ChFC®

Chartered Financial Consultant®

(Advanced Financial Planning)

 
 
CFP®

Certification Education

(Financial Planning)

 
 
CASL®

Chartered Advisor for

Senior Living®

(Retirement Income Education)

 
 
FSS

Financial Services Specialist

(Financial Services Basics)

 
 
CAP®

Chartered Advisor

in Philanthropy®

(Philanthropy)

 
 
RICP

Retirement Income

Certified Professional

(Retirement Income)

 
 
Graduate Degrees
 
MSM

Master of Science in Management

(Executive Leadership)

 
 
MSFS

Master of Science in

Financial Services

(Advanced Financial Planning)