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 Bill Cook, Director of Public Relations, at Bill.Cook@TheAmericanCollege.edu

 

Accounting
Thomas M. Brinker, Jr., JD, LLM, ChFC®
Sophia Duffy, JD, CPA


Agent and Management Training
Glenn Boseman, DBA, CLF®, CLU®
Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®
Kirk Okumura, MSFS, ChFC®
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF
Allen McLellan, MSAE®, LUTCF®, CLU®, ChFC®, CASL®, RICP®


Annuities
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF
Craig W. Lemoine, PhD, CFP®
Wade D. Pfau, PhD, CFA


Assessment of Student Learning
Melisande McCrae, PhD


Behavioral Finance
Benjamin F. Cummings, PhD, CFP


Business Operations
Nila G. Betof, PhD
Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, RICP®
Sophia Duffy, JD, CPA


Business Planning
Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®
Sophia Duffy, JD, CPA
Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, RICP®


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


Communications
Larry Barton, CAP®, PhD


Compliance
Thomas M. Brinker, Jr., JD, LLM, ChFC®
Sophia Duffy, JD, CPA


Corporate Finance
Walt Woerheide, PhD, ChFC®, CFP®


Cross-Generational Leadership
Bryan Yackulic, MSM, CLF®


Curriculum Design and Development
Melisande McCrae, PhD
Ajamu Loving, PhD


Disability Insurance
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF


Education Planning Issues
Craig W. Lemoine, PhD, CFP®
Ajamu Loving, PhD
Benjamin F. Cummings, PhD, CFP


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


Essentials of Life Insurance Products
C. W. Copeland, PhD, RICP®


Estate Planning
Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®
Christopher P. Woehrle, JD, LLM
Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, RICP®
Benjamin F. Cummings, PhD, CFP


Estate Taxation
Christopher P. Woehrle, JD, LLM
Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, RICP®


Ethics
Julie Ragatz


Executive Compensation
David A. Littell, JD, ChFC®
Robert R. Johnson, PhD, CFA®, CAIA®
Christopher P. Woehrle, JD, LLM


Financial Institutions
Walt Woerheide, PhD, ChFC®, CFP®
Wade D. Pfau, PhD, CFA


Financial Management
Walt Woerheide, PhD, ChFC®, CFP®
Keith Hickerson, MSM


Financial Planning
Walt Woerheide, PhD, ChFC®, CFP®
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®, RICP®
Craig W. Lemoine, PhD, CFP®
Robert R. Johnson, PhD, CFA®, CAIA®
Jocelyn D. Wright, MBA, CFP®
C. W. Copeland, PhD, RICP®
Kirk Okumura, MSFS, ChFC®
Benjamin F. Cummings, PhD, CFP


Financial Planning Software & Technology
Craig W. Lemoine, PhD, CFP®
Benjamin F. Cummings, PhD, CFP


Financial Statement Analysis
Walt Woerheide, PhD, ChFC®, CFP®
Sophia Duffy, JD, CPA


Group Insurance
Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®, RICP®


Health Insurance
Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®, RICP®
Adam S. Beck, JD


Individual Income Tax Planning
Thomas M. Brinker, Jr., JD, LLM, ChFC®
Christopher P. Woehrle, JD, LLM
Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, RICP®
Sophia Duffy, JD, CPA
Benjamin F. Cummings, PhD, CFP


Individual Insurance
Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®, RICP®
C. W. Copeland, PhD
Kirk Okumura, MSFS, ChFC®


Investments
Walt Woerheide, PhD, ChFC®, CFP®
Craig W. Lemoine, PhD, CFP®
Wade D. Pfau, PhD, CFA
Robert R. Johnson, PhD, CFA®, CAIA®
Ajamu Loving, PhD


Leadership
Glenn Boseman, DBA, CLF®, CLU®
Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®
Bryan Yackulic, MSM, CLF®


Life Insurance
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF
Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®, RICP®


Life Insurance Law
Adam S. Beck, JD
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF
Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®, RICP®


Life Insurance Planning and Practices
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF
Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®, RICP®
Craig W. Lemoine, PhD, CFP®
Ajamu Loving, PhD
C. W. Copeland, PhD
Kirk Okumura, MSFS, ChFC®
Benjamin F. Cummings, PhD, CFP


Long-Term Care Insurance and Planning
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF
Craig W. Lemoine, PhD, CFP®
Jamie Patrick Hopkins, Esq., MBA, LLM, CLU®, RICP®


Medicare
Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®, RICP®


Millennial Generation
Bryan Yackulic, MSM, CLF®


Nonprofit Management and Philanthropy
Christopher P. Woehrle, JD, LLM
Philip Cubeta, MSFS, CLU®, ChFC®, CAP®


Organizational Development and Behavior
Nila G. Betof, PhD


Other Life Products (fixed, indexed, variable)
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF


Pension Planning
David A. Littell, JD, ChFC®


Portfolio Management
Walt Woerheide, PhD, ChFC®, CFP®
Craig W. Lemoine, PhD, CFP®
Wade D. Pfau, PhD, CFA
Robert R. Johnson, PhD, CFA®, CAIA®
Ajamu Loving, PhD
Benjamin F. Cummings, PhD, CFP


Practice Management
Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS


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


Qualified Plans
David A. Littell, JD, ChFC®


Research
John Whitham, MLIS, MSIS
Melisandre McCrae, PhD


Retirement Planning
Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®
David A. Littell, JD, ChFC®
Craig W. Lemoine, PhD, CFP®
Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, RICP®
Wade D. Pfau, PhD, CFA
Ajamu Loving, PhD
Benjamin F. Cummings, PhD, CFP


Risk Management
Craig W. Lemoine, PhD, CFP®


Security Analysis
Walt Woerheide, PhD, ChFC®, CFP®
Robert R. Johnson, PhD, CFA®, CAIA®


Social Media
Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, RICP®


Social Security
David A. Littell, JD, ChFC®


Strategic Management
Glenn Boseman, DBA, CLF®, CLU®
Keith Hickerson, MSM


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


Women and Financial Services
Jocelyn D. Wright, MBA, CFP®