Alert: COVID-19 Update - The American College of Financial Services remains fully operational on a remote basis in accordance with federal and state guidelines. Continue to enroll online or by calling the Professional Education Department. Students should check their Student Portal for Academic Updates and FAQs regarding exam extensions and testing centers.


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The American College of Financial Services is committed to raising the level of professionalism in financial services by promoting ongoing education, ethical practices, and the pursuit of new knowledge for the benefit of society.

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George Nichols III
President and CEO

Chad Patrizi, PhD
Executive Vice President and Provost

Todd M. Schoon, JD, CLU®, ChFC®
Executive Vice President and Senior Advisor to the President

Deborah Eskridge Glenn, MA, MSM, SPHR, SHRM-SCP
Vice President, Administration, and Chief Human Resources Officer

Stephen J. Grourke, CAP®, CFRE
Senior Vice President, Advancement and Alumni Relations

James N. Katsaounis, MS​
Vice President and Chief Marketing Officer

Edward M. McEvoy, MSM
Senior Vice President, Chief Information and Planning Officer, Information Technology

David Stoeffel, CLU®, ChFC®
Senior Vice President, Business Development

Gary Tang, CFA®
Chief Financial and Risk Officer


(Executive Team members serve on the Advisory Council)

Charles (Tip) Cronin III, CLU®, CAP®
Vice President, Advancement

Sophia Duffy, JD, CPA
Dean of Academics

Dave Eurich, MS
Chief Product and Innovation Officer

Gerry Herbison, DBA, ChFC®, CASL®, CFP®, CLF®
Assistant Professor, Management, and Director, CLF® Program

Kathleen Irwin, PhD​
Vice President and Associate Provost, Academics

Bryan A. Johnson, MSM, CAP®, CISM
Vice President, Organizational Effectiveness

Mark Montgomery, CFA®, CPA
Vice President, Deputy Chief Financial and Risk Officer, and Treasurer

Mary Scheetz, MBA
Vice President, Contact Center Strategy & Operations, Student Experience

Andrew G. Aiello, CPA ​
Boulevard Insurance Strategies 

David M. Anderson ​
National Guardian Life Insurance Co. .

Daralee S. Barbera, CFP®, CMFC®, CLF®, ChFC® 
GAMA International 

Scott L. Berlin, FSA ​
New York Life Insurance 

Christopher O. Blunt, CLU®, ChFC®. CAP®
Fidelity & Guaranty Life 

Andrew J. Bucklee, CLU®, ChFC®, CFP®
Lincoln Financial Distributors 

Anurag Chandra ​

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

Patrick Corey 
The Corey Search Group 

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

Edward G. Deutschlander, CLU®, CLF® 
North Star Resource Group 

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

Matt Foran ​
The Hartford 

R. David Fritz, JD 
Chair, Foundation Board (ex officio) ​
Executive Benefits Network  

Timothy J. Gerend, JD ​
Northwestern Mutual 

Randall H. Harbert, CLU®
State Farm Insurance Companies 


Salene Hitchcock-Gear, JD

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

Gary T. “Doc” Huffman, CLU®, ChFC® 
Past Chair (ex officio) ​
Ohio National Financial Services 

Fred H. Jonske, FSA 
Life Trustee ​

Kevin M. Kimbrough, CLU®, ChFC®
Saybrus Equity Services  

Leyla Lesina, CLU®, ChFC® 
The Guardian Life Insurance Co of America 

Paul A. LaPiana, CFP® 
MassMutual Financial Network
Premier Client Group 

James J. Meehan, MSM 
Chair (ex officio) 
1847 Financial 

George Nichols III 
(ex officio) 
The American College of Financial Services 

Knut A. Olson, CLU® 
National Guardian Life Insurance Co. 

Robert B. Plybon, CLU®, ChFC® 
Life Trustee
Plybon & Associates, Inc. 

Ron Ransom 
Nationwide Financial 

J. Greg Reber 
Pacific Life 

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

Todd M. Schoon, JD, CLU®, ChFC®
(ex officio) 
The American College of Financial Services 


Aaron Seurkamp 
Protective Life Insurance Co. 

Kurt Shallow 
Lion Street, Inc. 

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

Clara Shih 
Hearsay Systems 

Frederick J. Sievert 
Life Trustee 
New York Life Insurance Co. 

John S. Stenberg, ChFC® 
Symetra Life Insurance Co. 

Scott Stolz, CFP®, RICP® 
Raymond James Financial, Inc. 

Westley V. Thompson, CLU® 
M Financial Group 

Thomas P. Tooley, CLU®, ChFC® 
MassMutual Financial Group 

Leo C. Tucker, CLU®, CLF® 
The Washington Group 

Stephen J. Valerius 
Ameritas Life Insurance Group 

Michael J. Vietri, CLU®

Mary A. Weiss, PhD 
Fox School of Business Management, Temple University 

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

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


R. David Fritz, Jr. CLU®
Chairman, The American College Foundation
Executive Benefits Network

Michael Rosenzweig, CLU®, ChFC®
Immediate Past Chair, The American College Foundation
Rosenzweig Financial Services

Peter Browne, LUTCF
PRB Wealth Management

Susan M. Cooper, CFP®, CLU®, ChFC®, CAP®
Penn Mutual Life Insurance Co.

Mike Corey
MJC Ventures

Howard B. Cowan, CLU®, ChFC®
Cowan Financial Group

Charles T. (Tip) Cronin III, CLU®, CAP®
(Ex Officio)
The American College of Financial Services

Michael Davidson, MSM, CLU®, CAP®

John DiMonda, CLU®, ChFC®
Lincoln Financial Advisors

Harris Fishman, CLU®, ChFC®
Mass Mutual Greater Philadelphia

Lily Fong, CLU®, ChFC®, CASL®, RICP®
AIG Partners Group

Michael V. James
Partners Financial

Rodger K. Johnson, MSFS, CLU®, ChFC®, CAP® 
Johnson Financial Group

Joseph W. Jordan

Arnold M. Katz, CLU®
AMK Concepts Inc.

Kelly Kidwell, LUTCF, CLU®, ChFC®
Pacific Advisors, Inc.

Leon L. Levy, CLU®
Leon L. Levy & Associates

Ronald E. Long, CLU®, ChFC®
Sharebridge Private Equity Consolidated

Eugene LoVasco, JD, CAP®, CLU®
LoVasco Consulting Group

James J. Meehan, MSM
(Ex Officio)
1847 Financial

Blake Mohr, CPA
Capitas Financial

Mark Montgomery
The American College of Financial Services

George Nichols III
(Ex Officio)
The American College of Financial Services

Reginald N. Rabjohns, CLU®, ChFC® 
Rabjohns Financial Group

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

Albert J. (Bud) Schiff, CLU®, CAP®
Alverez & Marsal - Executive Benefits Consulting

Jayne Schiff, MSFS, CLU®, ChFC®, REBC®, CAP®, ChHC®
Schiff Benefits Group

Mike Scovel, MSM, CLU®, ChFC®
New York Life

Joel A. Shapiro, MSFS, CLU®, ChFC®
Bartmon, Shapiro and Associates, Inc.

Joseph Sparacio, CLU®, CLF®
MassMutual Financial Group

Gary Tang, CFA
The American College of Financial Services

Paul E. Vignone, JD, CLU®, ChFC®
Penn Mutual Life Insurance Company

John (Jack) G. Wells
(Ex Officio)
The American College of Financial Services

Emeritus Directors

Brian S. Brown, CLU®, ChFC®
Atlanta, GA

Louis P. DiCerbo II, CLU®, ChFC®, LUTCF
DiCerbo PCP and Associates, Inc.

Lee M. Gammill, Jr., CLU®
Ross, CA

Gloria La Grassa, CLU®, ChFC®
Sanibel, FL

Richard A. Liddy, CLU® (Retired)
General American Life Insurance Co.

James A. Mitchell, CLU®, ChFC®
Minneapolis, MN

William B. Wallace, CLU®, ChFC®, CAP®
Bethesda, MD

Kevin Baldwin, CLU®, ChFC®, CAP®
Immediate Past President
B & L Financial Architects

Jim Petersen, Ph.D., CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®, CPBC®
Emeritus Member
First Command Financial Services, Inc.

Lucas J. Quaccia, CLU®, ChFC®, CLF®
New York Life

Matthew E. Schiff, CLU®, ChFC®, WMCP®
Vice President
Schiff Benefits Group, LLC

Kate Michaels, CLF®, CLU®
Second Vice President
Northwestern Mutual 

John Shull, MA, ChFC®
Meridian Leadership Coaching 

Leslie Calkins, CLU®, ChFC®, CASL®, RICP®, MSFS, CAP®
State Farm

Raymond G. Caucci, ChFC®, FSA
The Penn Mutual Life Insurance Company

Richard Paul Dodd, ChFC®, CLU®, MSM, CLF®
Northwestern Mutual

Darin S. Fass, CLU®, CLF®
New York Life

Diane Hack Gould, MSFS, CLU®, ChFC®, CAP®, ChSNC®
D.H. Gould Company

Peter H. Hoopis, CLU®, CLF®, ChFC®

Andrew Komarow, MSFS, CFP®, AEP®, AIF®, BFA™, CAP®, CASL®, ChFC®, ChSNC®, CLU®, FSCP®, REBC®, RHU®, RICP®
Planning Across The Spectrum

Joanna Marker, CLU®, CLF®​​
Northwestern Mutual

John Rocco, MSFS, CLU®
Emeritus Member
New York Life

Jayne N. Schiff, MSFS, CLU®, ChFC®, REBC®, CAP®, ChHC®, MPS
Emeritus Member
Schiff Benefits Group 

Michaela Scott, MSFS, CFP®, CLU®, ChFC®, RICP®
Borislow Insurance

Kimberly Turner, Ph.D., MSFS, CFP®, ChFC®, CLU®, CAP®, AEP®
National Financial Group


Ross A. Riskin, CPA/PFS, CCFC​
The American College of Financial Services

Matt Aaron, CFP®
Aaron Financial

Kyle Bain

Natalie Cooper
New York Life

Clarisa M. Hernandez, CFP®, ChFC®
North Star Financial 

Alanah Phillips
Lincoln Financial Network

Sahil Punamia
Netflix / The Aspiring Professional

Christopher Seabrook, RICP®
COUNTRY Financial

Robert Westley, CPA/PFS, CFP®
Northern Trust

Ann Yeung
Northwestern Mutual