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:

Hayley Milbourn 
Sloane & Company 
212-446-1870 
hmilbourn@sloanepr.com

 

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


Annuities
C. W. Copeland, PhD, RICP®
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Kirk Okumura, MSFS, ChFC®
Wade D. Pfau, PhD, CFA
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF


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®


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


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®


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


Corporate Change
Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®


Corporate Finance
C. W. Copeland, PhD, RICP®


Cross-Generational Leadership
Bryan Yackulic, MSM, CLF®


Curriculum Design and Development
C. W. Copeland, PhD, RICP®
Melisande McCrae, PhD


Disability Insurance
C. W. Copeland, PhD, RICP®
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Kirk Okumura, MSFS, ChFC®
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF


Education Planning Issues
C. W. Copeland, PhD, RICP®
Benjamin F. Cummings, PhD, CFP


Employee Benefits
C. W. Copeland, PhD, RICP®
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


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


Estate Planning
C. W. Copeland, PhD, RICP®
Benjamin F. Cummings, PhD, CFP
Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, RICP®
Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®


Ethics
Julie Ragatz


Executive Compensation
David A. Littell, JD, ChFC®


Financial Management
C. W. Copeland, PhD, RICP®


Financial Planning
David Blanchett, PhD, MSFS, CFA, CLU®,ChFC®, CFP®
C. W. Copeland, PhD, RICP®
Benjamin F. Cummings, PhD, CFP
Ted Digges, PhD, CFP
Michael Finke, PhD, CFP®
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Kirk Okumura, MSFS, ChFC®
Jocelyn D. Wright, MBA, CFP®


Financial Planning Software & Technology
Benjamin F. Cummings, PhD, CFP


Group Insurance
C. W. Copeland, PhD, RICP®


Health Insurance
C. W. Copeland, PhD, RICP®


Individual Income Tax Planning
Thomas M. Brinker, Jr., JD, LLM, ChFC®
Benjamin F. Cummings, PhD, CFP
Sophia Duffy, JD, CPA


Individual Insurance
C. W. Copeland, PhD


Insurance Planning
C. W. Copeland, PhD


Investments
C. W. Copeland, PhD
Wade D. Pfau, PhD, CFA


Leadership
Glenn Boseman, DBA, CLF®, CLU®
Ted Digges, PhD, CFP
James Gulezian, MBA, SPHR®, SHRM-SCP
Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®
Bryan Yackulic, MSM, CLF®


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


Life Insurance
C. W. Copeland, PhD
Kirk Okumura, MSFS, ChFC®
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF


Life Insurance Law
C. W. Copeland, PhD
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF


Life Insurance Planning and Practices
C. W. Copeland, PhD
Benjamin F. Cummings, PhD, CFP
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
Wade D. Pfau, PhD, CFA
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF


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


Millennial Generation
Bryan Yackulic, MSM, CLF®


Nonprofit Management and Philanthropy
Ted Digges, PhD, CFP


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
C. W. Copeland, PhD
David A. Littell, JD, ChFC®


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


Portfolio Management
Benjamin F. Cummings, PhD, CFP
Wade D. Pfau, PhD, CFA


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


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


Qualified Plans
C. W. Copeland, PhD
David A. Littell, JD, ChFC®


Research
David Blanchett, PhD, MSFS, CFA, CLU®,ChFC®, CFP®


Retirement Planning
David Blanchett, PhD, MSFS, CFA, CLU®,ChFC®, CFP®
C. W. Copeland, PhD
Benjamin F. Cummings, PhD, CFP
Michael Finke, PhD, CFP®
Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, RICP®
Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®
David A. Littell, JD, ChFC®
Wade D. Pfau, PhD, CFA
Sandra Zimmerman, EdD, CFA


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


Social Security
David A. Littell, JD, ChFC®


Strategic Management
Ted Digges, PhD, 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®
Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF


Wealth Management
David Blanchett, PhD, MSFS, CFA, CLU®,ChFC®, CFP®


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