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Pioneering Thought Leaders

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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.

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Center Leadership

Michael Finke

Michael Finke


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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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,

Jeff Levine CFP®, CPA/PFS, CWS,
Buckingham Wealth Partners

Dylan Huang,
New York Life

Mike Schultz CFP®,
Edward Jones

Beth Renner CAP®,
Wells Fargo

Peter Richardson JD, CFA, CFP®,
Northwestern Mutual

Kevin Crawford MBA,
Northwestern Mutual

Tim Gillespie,
Bank of America

David Patchen MBA,
Raymond James Financial Inc.

Robert Williams MBA, CFP®, CPWA, RICP®, CRPC,
Charles Schwab

Susan Winklebleck,

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

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Meet Our Donors

Center Founding Partner & Sponsor

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Meet Our Partners in Philanthropy

National Strategic Philanthropic Partners

National Philanthropic Partners