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
Our 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