Expert List

Expert List

The American College of Financial Services is a resource for members of the media, bloggers, researchers and other institutions and organizations on a wide range of financial topics. Our faculty members are widely quoted and interviewed across all media platforms. To schedule an interview with one of our faculty members on this list of experts, please contact:

John Hartz 
Sloane & Company 
212-446-1870 
jhartz@sloanepr.com

 

Accounting
Thomas M. Brinker, Jr., JD, LLM, ChFC®
Sophia Duffy, JD, CPA
Randy Gardner, JD, LLM, CFP®, MBA, CPA
Ross Riskin, PFS/CFP®


Agent and Management Training
Glenn Boseman, DBA, CLF®, CLU®
Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®


Annuities
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Kirk Okumura, MSFS, ChFC®
Wade D. Pfau, PhD, CFA


Assessment of Student Learning
Melisande McCrae, PhD


Behavioral Finance
Benjamin F. Cummings, PhD, CFP
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®


Business Planning
Sophia Duffy, JD, CPA
Randy Gardner, JD, LLM, CFP®, MBA, CPA
Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®
Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®
Ross Riskin, PFS/CFP®


Charitable Giving
Philip Cubeta, CAP®, ChFC®, CLU®
Benjamin F. Cummings, PhD, CFP
Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®


Communications
Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®


Compliance
Thomas M. Brinker, Jr., JD, LLM, ChFC®
Sophia Duffy, JD, CPA
Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®


Corporate Change
Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®


Curriculum Design and Development
Melisande McCrae, PhD
Ross Riskin, PFS/CFP®


Disability Insurance
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Kirk Okumura, MSFS, ChFC®
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®


Education Planning Issues
Benjamin F. Cummings, PhD, CFP
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®
Ross Riskin, CPA/PFS, CCFC


Employee Benefits
Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®
David A. Littell, JD, ChFC®
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS


Estate Planning
Benjamin F. Cummings, PhD, CFP
Sophia Duffy, JD, CPA
Randy Gardner, JD, LLM, CFP®
Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®
Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®


Ethics
Ted Digges, CFP®
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®


Executive Compensation
Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®
David Pierce, MSFS, MSM, CLF®, ChFC®, CLU®


Financial Planning
David Blanchett, PhD, MSFS, CFA, CLU®,ChFC®, CFP®
Benjamin F. Cummings, PhD, CFP
Michael Finke, PhD, CFP®
Randy Gardner, JD, LLM, CFP®, MBA, CPA
Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Kirk Okumura, MSFS, ChFC®
Wade D. Pfau, PhD, CFA
Ross Riskin, CPA/PFS, CCFC


Financial Planning Software
Benjamin F. Cummings, PhD, CFP
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®
Ross Riskin, CPA/PFS, CCFC


Individual Income Tax Planning
Thomas M. Brinker, Jr., JD, LLM, ChFC®
Benjamin F. Cummings, PhD, CFP®
Sophia Duffy, JD, CPA
Randy Gardner, JD, LLM, CFP®, MBA, CPA
Ross Riskin, PFS/CFP®


Investments
Benjamin F. Cummings, PhD, CFP
Michael Finke, PhD, CFP®
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®
Wade D. Pfau, PhD, CFA


Leadership
Glenn Boseman, DBA, CLF®, CLU®
Ted Digges, CFP®
James Gulezian, MBA, SPHR®, SHRM-SCP
Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®


Legacy Planning
Philip Cubeta, ChFC®, CLU®, CAP®


Life Insurance/Life Insurance Law
Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Kirk Okumura, MSFS, ChFC®
Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®


Life Insurance Planning and Practices
Benjamin F. Cummings, PhD, CFP
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Wade D. Pfau, PhD, CFA
Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®


Long-Term Care Insurance and Planning
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Kirk Okumura, MSFS, ChFC®
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®


Nonprofit Management and Philanthropy
Philip Cubeta, CAP®, ChFC®, CLU®


Other Life Products (fixed, indexed, variable)
David A. Littell, JD, ChFC®
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Kirk Okumura, MSFS, ChFC®
Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®


Philanthropy
Philip Cubeta, CAP®, ChFC®, CLU®


Portfolio Management
David Blanchett, PhD, MSFS, CFA, CLU®,ChFC®, CFP®
Benjamin F. Cummings, PhD, CFP
Michael Finke, PhD, CFP®
Wade D. Pfau, PhD, CFA


Practice Management
Glenn Boseman, DBA, CLF®, CLU®
Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Jim Petersen, PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®


Property and Casualty Insurance
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS


Qualified Plans
Randy Gardner, JD, LLM, CFP®, MBA, CPA
David A. Littell, JD, ChFC®


Retirement Planning
David Blanchett, PhD, MSFS, CFA, CLU®,ChFC®, CFP®
Benjamin F. Cummings, PhD, CFP
Michael Finke, PhD, CFP®
Randy Gardner, JD, LLM, CFP®, MBA, CPA
Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®
Wade D. Pfau, PhD, CFA


Social Security
David A. Littell, JD, ChFC®
Randy Gardner, JD, LLM, CFP®, MBA, CPA
Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®


Special Needs Planning
Thomas M. Brinker, Jr., JD, LLM, ChFC®
Sophia Duffy, JD, CPA
Kelsey LeFevour, MS, PhD Candidate
Lesley Mehalick, JD, LLM


Strategic Management
Ted Digges, CFP®
Glenn Boseman, DBA, CLF®, CLU®


Training and Development
Glenn Boseman, DBA, CLF®, CLU®
Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®
Kirk Okumura, MSFS, ChFC®


Wealth Management
David Blanchett, PhD, MSFS, CFA, CLU®,ChFC®, CFP®
Benjamin F. Cummings, PhD, CFP
Michael Finke, PhD, CFP®
Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®