Pioneering Thought Leaders
Dedicated to Building Practical Knowledge
The Center is committed to generating insights that solve key problems and promote financial security in the fields of goal-based planning, wealth management, and more.
Center Leadership
Michael Finke
PhD, CFP®
Professor of Wealth Management, WMCP® Program Director, Director for the Granum Center for Financial Security, Frank M. Engle Distinguished Chair in Economic Security
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Michael Finke
PhD, CFP®
Professor of Wealth Management, WMCP® Program Director, Director for the Granum Center for Financial Security, Frank M. Engle Distinguished Chair in Economic Security
Read BioOur Strategic Guides
Jack Horgan CFA, CFP®
J.P. Morgan Wealth Management
Scott Hintz CFA, CPCU
State Farm
Amanda Lott CFP®
J.P. Morgan Private Bank
Brooke Juniper CFA, CAIA
Blackrock
Jeff Levine CFP®, CPA/PFS, CWS
Focus Partners
Dylan Huang
New York Life
Peter Richardson JD, CFA, CFP®
Northwestern Mutual
Kevin Crawford MBA
Northwestern Mutual
Tim Gillespie
Bank of America
Robert Williams MBA, CFP®, CPWA, RICP®, CRPC
Charles Schwab
Susan Winklebleck
TIAA
Scott A. Winslow, MSFS, ChFC®,CLU®,RICP®,AEP®, CCFC
Nabell Winslow Investments
Chet Bennetts, CFP®, CLU®, ChFC®, RICP®, CLF®
The American College of Financial Services
Rick Miller Ph.D, CFP®
Sensible Financial Planning and Management
George Karris MBA
Cetera Financial Group
Beverly Howdeshell, CFP®, ChFC®
Edward Jones
Rigor, Research, and Relevance Fuels the WMCP®
Our industry-leading insights have inspired our Wealth Management Certified Professional® designation. The delivers a unique and comprehensive overview of goal-based wealth management.
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Center Founding Partner & Sponsor
Meet Our Partners in Philanthropy
National Strategic Philanthropic Partners
National Philanthropic Partners
