ALUMNI ASSOCIATION

ALUMNI ASSOCIATION

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 Christopher Blunt 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.

Christopher O. Blunt, CLU®, ChFC®, CAP® was inducted into The American College of Financial Services Alumni Hall of Fame in 2018 in recognition of his extraordinary professionalism, commitment to the industry and to the mission of The American College of Financial Services.

See All Hall of Fame Inductees

2018 Hall of Fame: Chris Blunt

Details

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. ​

Kevin Baldwin, CLU®, ChFC®, CAP®
President
B & L Financial Architects

Jim Petersen, Ph.D., CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®
Immediate Past President
First Command Financial Services, Inc.

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

Lynnette Muleady, MSM, CLU®
Second Vice President
State Farm

Guy Baker, Ph.D, MBA, MSFS, CFP®, MSM, ChFC®, CLU®, RHU®
The Wealth Teams Alliance

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

Bryan Clontz, Ph.D., 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®, ChSNC®
D.H. Gould Company

 

 

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

Peter H. Hoopis, CLU®, CLF®, ChFC®
Hoopis Financial Group

Kate Michaels, CLF®
Northwestern Mutual 

John Rocco, MSFS, CLU®
New York Life

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

Matthew E. Schiff, CLU®, ChFC®
Schiff Benefits Group, LLC

John Shull, MA, ChFC®
Meridian Leadership Coaching

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

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

 

Harris Fishman, CLU®, ChFC®

This past October, Harris Fishman, CLU®, ChFC® received a prestigious leadership award at the inaugural Corporate Philanthropy Conference presented by The Philadelphia Inquirer.  As President & CEO of MassMutual Greater Philadelphia, Harris has spearheaded many philanthropic projects for the firm. Under his leadership, the firm is a $5,000 perennial sponsor of Easter Seal of Southeastern Pennsylvania annual Walk with Me Event.  On top of this gift, his firm raised an $2,000 additional dollars through employee fundraising. Over the years, MMGP has hosted more 7,500 adults and children at their Special Needs awareness Night. They also partnered with the Philadelphia 76ers to offer MassMutual’s Future Smart Challenge to more than 2,000 middle school students from Philadelphia area schools. Students participated in an educational seminar to learn the importance of savings, career choices and college.  The American College Alumni Association congratulates and applauds Harris and his colleagues for their outstanding work in the Philadelphia community.

Heather Castle ChFC®

NMS Capital Advisors, LLC (“NMS”) a leading global focused investment banking and asset management firm, announced this summer that Heather Castle has joined the firm as Director, Wealth Management. Ms. Castle, who has more than ten years financial services industry experience having previously worked at such firms as Fidelity Brokerage Services, Stifel, Nicolaus & Co., Morgan Keegan and Sterne, Agee and Leach, joins the NMS team strengthening its wealth management division. Stacey Lavender-Mayes, Chief Compliance Officer and Executive Vice President, Operations said “It’s a pleasure to welcome Heather to the team. With an impressive track record having worked at some of the most respected firms in the industry, and even more importantly, uncompressing standards related to her ethics and client’s needs, we all look forward to working with her”. Congratulations Heather!

Fred Dawson ChFC®

Forbes Magazine’s inaugural list of “America’s Best-in-State Wealth Advisors" included alumnus Fred Dawson. The list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisers and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Awesome news Fred!

Gary LoDuca ChFC®

The South Tampa Chamber of Commerce Board of Directors selected Gary LoDuca to serve as treasurer for a term of three years. We are proud of alumni like Gary!

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. 

View sample Advisor Brochures here.

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 ProfessionalEducation@TheAmericanCollege.edu

 

The College offers a number of events open to alumni.