Alert: COVID-19 Update - The American College of Financial Services remains fully operational on a remote basis in accordance with federal and state guidelines. Continue to enroll online or by calling the Professional Education Department. Students should check their Student Portal for Academic Updates and FAQs regarding exam extensions and testing centers.

Alumni Association


Dedicated to designation and degree holders.

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 supports a community of almost 170,000 alumni and friends through networking events, continuing education sessions, mentorship, and opportunities for alumni to give back to The College through service and philanthropy.

Alumni from The American College of Financial Services are invited to participate in our 2020 Alumni Directory Project by providing updated contact information. 

Learn more about our Alumni Directory Project >


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

Jim Petersen, Ph.D., CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®, CPBC®
Emeritus Member​
First Command Financial Services, Inc.

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

Matthew E. Schiff, CLU®, ChFC®, WMCP®
Vice President
Schiff Benefits Group, LLC

Kate Michaels, CLF®, CLU®
Second Vice President
Northwestern Mutual 

John Shull, MA, ChFC®
Meridian Leadership Coaching

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

Raymond G. Caucci, ChFC®, FSA
The Penn Mutual Life Insurance Company

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

Peter H. Hoopis, CLU®, CLF®, ChFC®

Andrew Komarow, MSFS, CFP®, AEP®, AIF®, BFA™, CAP®, CASL®, ChFC®, ChSNC®, CLU®, FSCP®, REBC®, RHU®, RICP®
Planning Across The Spectrum



Joanna Marker, CLU®, CLF®
Northwestern Mutual

John Rocco, MSFS, CLU®
Emeritus Member​
New York Life

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

Michaela Scott, MSFS, CFP®, CLU®, ChFC®, RICP​®
Borislow Insurance

Kimberly Turner, Ph.D., MSFS, CFP®, ChFC®, CLU®, CAP®, AEP®
National Financial Group


With your generous support, The College can continue to transform the lives of our students and benefit society through applied financial knowledge and education, lifelong learning, and high ethical standards.

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.


Alumni Association Newsletter

Stay in touch with the Alumni Association by reading the latest news from the college and the tremendous accomplishments of your fellow alumni.

Not receiving the email? Update your email address by sending an email to Brooke Buttari, Executive Director of Alumni Relations.


Alumni Store

Visit The American College of Financial Services official Alumni store for announcement cards, frames, apparel, gifts & accessories, jewelry, and more.


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


The College offers a number of events open to alumni.

This award was established in 2016 to honor a select group of young professionals who have made a significant impact in the financial services industry. The award recognizes nominees under the age of 40 with a minimum of five years of financial services experience. Ideal candidates will hold a degree or designation from The College or a CFP® and be an active member of at least one financial services organization. Recipients of the award will have shown outstanding performance and leadership in their careers and a desire to give back to the community.

Past recipients

Joshua A. Gonzalez, CFP®, CLU®, ChFC®
David Randall Peters, MSFS, CLU®, ChFC®, CFP®
Andrew Taylor Spafford, ChFC®, ChSNC®
Stephanie Tsang, CFP®, ChFC®
Ray Morrill, CFP®


Matt Hembree
Andrea Williams, CLU®
David Kelly
Barbara Ginty
Jason Bloom, LUTCF®, CLU®

Laura Vaughn
Vincent Viveros
Ryan Scott, ChFC®, CLU®, CASL, RICP®
Anna Pfaehler
Andrew Komarow, MSFS, CFP®, AEP®, AIF®, BFA™, CAP®, CASL®, ChFC®, ChSNC®, CLU®, FSCP®, REBC®, RHU®, RICP®
Christopher Seabrook, RICP®
Chantel Bonneau Stewart, CLU®, REBC, ChFC®
Hunter Hart
Michaela Scott, MSFS, CFP®, CLU®, ChFC®, RICP®
James Cooney, FSCP®

Mark R. Perrault, RICP®
Adam Paoli, CLU
Brandon A. Turner
Brandon Levithan, ChFC®, RICP®
Clarisa Hernandez, ChFC®



We encourage you to nominate rising professionals who have consistently demonstrated a high level of commitment, dedication and integrity to the financial services industry. Award recipients are celebrated annually at The College’s annual President’s Dinner.


The American College of Financial Services Alumni Hall of Fame was established in 2005 to recognize graduates of The College's designation or degree programs who have made extraordinary contributions in time, treasure, effort and energy to the institution, their community and the financial services industry. Candidates must be current or past volunteers for The College. The College's Alumni Association Advisory Board of Directors oversees the selection of the Alumni Hall of Fame recipients annually.

The Alumni Association Welcomes Joel A. Shapiro, MSFS, CLU®, ChFC®, to the Alumni Hall of Fame
Joel A. Shapiro, MSFS, CLU®, ChFC® was inducted into The American College of Financial Services Alumni Hall of Fame in 2019 in recognition of his extraordinary professionalism, commitment to the industry and to the mission of The American College of Financial Services.

View all Hall of Fame Inductees

Hall Of Fame 2019 Joel Shaprio