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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.


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®
New York Life

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, LLC 

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.

Advisor Brochures

Educate your clients about why your designation is an important mark of professionalism, credibility, and trust. 

View sample Advisor Brochures

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


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.

View the June 2020 Alumni Newsletter

View the March 2020 Alumni Newsletter


Alumni Store

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


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.


Webcast Recordings

Review past webcasts presented by faculty and industry experts to expand your knowledge.  Past webcasts are not eligible for CFP® CE.

5/5/20  Knowledge & Network: Ethics: Why Good People Do Bad Things

4/16/20 Knowledge & Network: Planning for a Life in Retirement


Zoom and Facebook Profile Frame

Bring The American College to your next meeting with these themed Zoom backgrounds or show your alumni pride with the Facebook frame!

The American College Zoom backgrounds

After clicking on the image’s link, right-click on the image and choose "Save Image As" to save it to your computer. Open your Zoom meeting, click the up arrow next to "Stop Video" and select “Choose Virtual Background.” Click the “+” next to Choose Virtual Background to upload your image and set your background! Don't forget to uncheck the "Mirror my video" box option under Video Settings.

The American College Facebook Profile Frame


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