New promotional offers and tuition reductions available. Learn more here



Dedicated to designation and degree holders.

The American College of Financial Services Alumni Association

The Alumni Association of The American College of Financial Services fosters and strengthens the relationship between The College and its alumni and friends. The Alumni Association preserves and promotes The College’s traditions, purposes, growth, while also serving as an alumni network.

All individuals who have been awarded a designation or degree by The College are granted membership in the Alumni Association.

The Alumni Association Welcomes Jayne Schiff to the Alumni Hall of Fame

The Alumni Association Hall of Fame was established in 2005 to recognize graduates who embody what The American College stands for — integrity, professionalism, volunteerism, and dedication to education.

Each year The College elects a new inductee into the Hall of Fame and honors them in a formal ceremony.

Jayne Nemerow Schiff, MSFS, CLU®, ChFC®, REBC®, CAP®, ChHC®, MPS, was inducted into The American College of Financial Services Alumni Hall of Fame in 2017 in recognition of her dedication to, and her generous support of, the educational mission of The College and for her pivotal role in developing a strong alumni association.

See All Hall of Fame Inductees

Jayne Schiff 2017 Alumni Hall of Fame


See the current and past Alumni of the Month here.

The Alumni of the Month award features our outstanding alumni who are making exceptional contributions to the profession. If you have a colleague and fellow alum who promotes the success of The College, and his or her community, and lives by the concept of lifelong learning, please nominate them today! Kindly limit your nomination to 200 characters or less. The College reserves the right to edit submissions for length, grammar, style, clarity, etc. ​

James A. Petersen, PhD, MSM, MSFS, CLU®, ChFC®, CASL®, CAP®, CLF®, RICP®, CFP®, CRPC, AEP®
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®
State Farm Insurance

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

Matthew Berger, CLF®

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

The College would love to hear what our alumni are up to. Have you won an award, gotten involved with your community, received a promotion? Did you go on an exciting trip? Maybe you have a new addition to the family. Don’t keep it to yourself!​

Paul Martin CLU®, ChFC®, CASL®, CLF®
Paul was honored to take part in a clean-up of his local Challenge Grove with Boy Scout Troop 170 from Cherry Hill, NJ - what a great group of scouts looking to make an impact in their community.

Kate Michaels CLF®
Northwestern Mutual has awarded its Syracuse district director a 2018 Community Service Award, and with it, a $15,000 grant for Dress for Success – Rochester. Kate Michaels has been involved with the local nonprofit for three years, lending her coaching, mock interviewing and leadership talents as a first impressions coach to prepare clients for job interviews.

Bruce Sham CLF®
Bruce is a father of a special needs daughter himself and advocate for the community. He has been awarded the Main Line Chamber of Commerce F. Karl Schauffele Award in 2017, the Ricky Godorov Key Day Award in 2010, Community Service Gold Award from access sports in 2017, the Wendy Cohen Advocacy Award in 2005 and finally the Montgomery County Mental Retardation Award in 2005.

Bryan Yackulic, MSM, CLF®
Bryan Yackulic discusses popular myths about millennials. He teaches about, and has research interest in, the area of cross-generational leadership.

Watch the presentation here.


Study groups can make a tremendous positive impact on your career and your practice. Members find great benefit in sharing ideas, and asking for feedback in an open and honest setting, with like-minded peers.

West Palm Beach, Florida
Since 2011, the West Palm Beach CAP® study group has met to share their experiences and perspectives on philanthropy. Its founders, Margaret May Damen, Lori Denison, and Richard Flah, mobilized a diverse group of trust and estate attorneys, financial advisors, life insurance professionals and nonprofit leaders who shared their vision to meet and continue their learning from each other. Later, the group launched Advisors for Philanthropic Impact (API), a network of advisors to facilitate new CAP® study groups. In addition to the groups, API decided to spark philanthropic spirit in local middle and high school students inviting the students to submit community and social service projects to the Palm Beach Philanthropy Tank – styled after the popular broadcast show Shark Tank.  

Your giving has a great impact.

Professional Resource Center

All designation holders maintaining a current status in the Professional Recertification Program have access to a wealth of up-to-date educational material directly related to his/her designation program(s), as well as webcasts, premium third-party content, and educational videos.

Use My Portal to access the Professional Resource Center.


Connections Newsletter

View the current edition of Connections here


Advisor Brochures

Educate your clients about why your designation is an important mark of professionalism, credibility, and trust. 

To place an order for brochures to use in your practice, please call the Professional Education Department at 888-263-7265, or send an email to


The College offers a number of events open to alumni.