Leadership

Committed to a superior education experience.

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.

If you have questions or need help with a service issue, please e-mail ProfessionalEducation@TheAmericanCollege.edu or call 888-263-7265.


EXECUTIVE TEAM

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

Sophia Duffy, JD, CPA
Dean of Academics

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, Business Development

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

Gary Tang, CFA®
Chief Financial and Risk Officer

 

ADVISORY COUNCIL
(Executive Team members serve on the Advisory Council)

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

Dave Eurich, MS
Chief Product and Innovation Officer

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

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

Brian Kain, CLF®
Vice President, Student Experience

Ted Kilkuskie
Vice President, Education and Development, Business Development

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

 

*Secretary to the Executive Team

James J. Meehan, MSM
(Chair)
1847 Financial

Andrew G. Aiello, CPA
Boulevard Insurance Strategies

David M. Anderson

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

Scott L. Berlin, FSA
New York Life

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

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

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

Anurag Chandra
Prosperity Life Insurance Group

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

R. David Fritz, Jr., CLU®
(Ex Officio)
Executive Benefits Network

Timothy J. Gerend, JD
Northwestern Mutual

Randall H. Harbert, CLU®
State Farm Insurance Companies

Salene Hitchcock-Gear, JD
Prudential

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

Gary T. "Doc" Huffman, CLU®, ChFC®
(Ex Officio)
Ohio National Financial Services

Fred H. Jonske, FSA
(Retired) M Financial Group

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

Paul A. LaPiana, CFP®
MassMutual 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®
Plybon & Associates

Ron L. Ransom
Nationwide Financial

J. Greg Reber
Pacific Life Insurance Co.

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

Aaron Seurkamp
Protective Life Insurance Co.

Kurt Shallow

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

Clara Shih
Hearsay Systems

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

Jon 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

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

Steven J. Valerius
Ameritas Life Insurance Group

Michael J. Vietri, CLU®
AMERILIFE

Mary A. Weiss, PhD
Temple University

Robert J. Wernecke, CLU®
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®
Executive Benefits Network

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
Treasurer
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

Jarrett L. Davis III, CLU®
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


Staff Directors

Lise Twiford, CAP®
The American College of Financial Services

James A. Petersen, PhD, MSM, MSFS, CLU®, ChFC®, CASL®, CAP®, CLF®, RICP®, CFP®, CRPC, AEP®
President
First Command Financial Services, Inc.

Heather Davis, JD, CAP®,CLU®, ChFC®,  AEP®
Immediate Past President
New York Life

Kevin Baldwin, CLU®, ChFC®, CAP®
Vice President
One America

Lucas Quaccia, CLU®, ChFC®, CLF®
Second Vice President
New York Life

Lynnette Muleady, MSM, CLU®
Secretary
State Farm Insurance

Michael Barry, CLU®, ChFC®, MSFS
New York Life

Matthew Berger, CLF®
Aflac

Guy E. Baker, MBA, MSFS, CFP®, MSM, ChFC®, CLU®, RHU®
BTA Advisory Group

Jerry Borrowman, MSFS, CLU®, ChFC®, LUTCF, CAP®
Penn Mutual

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

Bryan Clontz, PhD, MS, MSFS, CFP®, CAP®, CLU®, ChFC®, RICP®, AEP®
Charitable Solutions, LLC

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

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

Diane Hack Gould, MSFS, CLU®, ChFC®, CAP®
New York Life

Carrie L. Hall, CLU®, CFP®
New York Life

Robert Hodgkiss, CLU®
New York Life

Regina R. Holmes, CLU®, ChFC®, RICP®
State Farm

Peter Hoopis, CLU®, CLF®, ChFC®
Mass Mutual

Dewane Lewis, Jr., LUTCF, FSS, CLF®
Penn Mutual

Katherine Michaels, CLF®
Northwestern Mutual 

John J. Rocco, MSFS, CLU®
New York Life

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

Matthew E. Schiff, CLU®, ChFC®
Mass Mutual

John F. Shull, ChFC®
First Command

Kimberly Turner, MSFS, CFP®, ChFC®, CLU®, CAP®, AEP®
Allstate Financial Services

Lyndsey B. Wellens. MSM, ChFC®, RICP®
State Farm

Melinda Wilke, CFP®, CLU®, ChFC®, CASL®, CLF®, CLTC
Northwestern Mutual
 

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

Kyle Bain
1847Financial

Lindsey Collier, RICP®
Raymond James

Natalie Cooper
New York Life

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

Christopher Seabrook, RICP®
COUNTRY Financial

Jen Sias-Lyke
State Farm Insurance 

Sahil Punamia
Netflix / The Aspiring Professional 

Robert Westley, CPA/PFS, CFP®
Northern Trust 

Ann Yeung
Northwestern Mutual 

Matt Aaron, CFP®
Aaron Financial