Leadership
Committed to a superior education experience.
The American College of Financial Services is committed to raising the level of professionalism in financial services by promoting ongoing education, ethical practices, and the pursuit of new knowledge for the benefit of society.
If you have questions or need help with a service issue, please call 888-263-7265.
EXECUTIVE LEADERSHIP TEAM
George Nichols III
President and CEO
Chad Patrizi, PhD
Executive Vice President and Provost
Todd M. Schoon, JD, CLU®, ChFC®
Executive Vice President and Senior Advisor to the President
Deborah Eskridge Glenn, MA, MSM, SPHR, SHRM-SCP
Vice President, Administration, and Chief Human Resources Officer
Stephen J. Grourke, CAP®, CFRE
Senior Vice President, Advancement and Alumni Relations
James N. Katsaounis, MS
Vice President and Chief Marketing Officer
Edward M. McEvoy, MSM
Senior Vice President, Chief Information and Planning Officer, Information Technology
Mark Montgomery, CFA®, CPA
Chief Financial and Risk Officer
David Stoeffel, CLU®, ChFC®
Senior Vice President, Business Development
LEADERSHIP ADVISORY COUNCIL
Grady Batchelor, DMgt
Associate Vice President, Institute for Teaching and Learning
Karla Callender, MBA, SPHR, SHRM-SCP
Assistant Vice President, Human Resources & Administration
Charles (Tip) Cronin III, CLU®, CAP®
Vice President, Advancement
Sathish Deevi
Assistant Vice President, Data and Analytics, Information Technology
Sophia Duffy, JD, CPA
Assistant Vice President and Director of Compliance
Dave Eurich, MS
Vice President, Business Development
Gwen Hall, PhD
Associate Provost and Vice President, Student Experience
Nicole Harding
Assistant Vice President, Advancement Services
Sally Hudson
Board Liaison and Chief of Staff, Executive Office
Kathleen Irwin, PhD
Associate Provost for Faculty and Curriculum, and Vice President
Bryan A. Johnson, MSM, CAP®, CISM
Vice President, Organizational Effectiveness
Michael O'Donnell, CFA®, CTP
Vice President and Treasurer
Kirk Okumura, MSFS, ChFC®
Professor of Practice, Granum Chair in Practice Management, and Director, FSCP® Program
Scott L. Berlin, FSA
New York Life Insurance
Christopher O. Blunt, CLU®, ChFC®, CAP®
Fidelity & Guaranty Life
George I. Connolly, JD, CLU®, ChFC®
Securian
Susan M. Cooper, MSM, CLU®, ChFC®, CFP®, CAP®, RICP®
Prudential
Michael C. Davidson, MSM, CLU®, CAP®
J. Scott Davison, CLU®, ChFC®
Chair
OneAmerica
Edward G. Deutschlander, CLU®, CLF®
North Star Resource Group
Matt Foran
The Hartford
R. David Fritz, Jr., CLU®
Executive Benefits Network
Timothy J. Gerend, JD
Northwestern Mutual
Randall H. Harbert, CLU®
State Farm
Salene Hitchcock-Gear, JD
Prudential
John M. Howard
Vice Chair
BB&T
Michael V. James
NFP Life Solutions
Rodger K. Johnson, MSFS, ChFC®, CLU®, CFP®, CAP®
Johnson Financial Group
Fred H. Jonske, FSA
Insurex
James J. Meehan, MSM
Immediate Past Chair
1847 Financial
George Nichols III
(Ex Officio)
The American College of Financial Services
Knut A. Olson, CLU®
National Guardian Life
Ron Ransom
Michael "Mickey" Rosenzweig, CLU®, ChFC®
Rosenzweig Financial Services
Todd M. Schoon, JD, CLU®, ChFC®
(Ex Officio)
The American College of Financial Services
Frederick J. Sievert
Westley V. Thompson, CLU®
M Financial Group
Mary A. Weiss, PhD
Temple University
Peter C. Browne, LUTCF®
PRB Wealth Management
Andrew J. Bucklee, CLU®, ChFC®, CFP®
Lincoln Financial
Michael Corey, LUTCF®
MJC Venture, Inc.
Patrick Corey
The Corey Search Group
Louis P. DiCerbo II, LUTCF®, CLU®, ChFC®
DiCerbo P.C.P. and Associates, Inc.
Harris Fishman, CLU®, CAP®
MassMutual
Lee M. Gammill, Jr. CLU®
Gloria LaGrassa, CLU®, ChFC®
Leyla Lesina, CLU®, ChFC®
Guardian
Richard A. Liddy, CLU®
General American Life
James A. Mitchell, CLU®, ChFC®
IDS Life Insurance Company
Robert B. Plybon, CLU®, ChFC®
Plybon & Associates, Inc.
Reginald N. Rabjohns, CLU®, ChFC®
Phillips C. Richards, CLU®, RHU®, CFP®
North Star Resource Group
J. Greg Reber
Pacific Life
Albert J. (Bud) Schiff, CAP®, CLU®, RICP®
Alvarez & Marsals
Jayne N. Schiff, MSFS, CLU®, ChFC®, REBC®, CAP®, ChHC®
Schiff Benefits Group, LLC
Joel A. Shapiro, MSFS, CLU®, ChFC®
Bartmon, Shapiro and Associates, Inc.
Paul E. Vignone, JD, CLU®, ChFC®, LLM
Penn Mutual
William B. Wallace, CLU®, ChFC®, CAP®
Robert J. Wernecke, CLU®
Andrew G. Aiello, CPA
Boulevard Insurance Strategies
Anurag Chandra
Anthony J. Domino, Jr. MSFS, CLU®, ChFC®, CAP®
Associated Benefit Consultants, LLC
John DiMonda, CLU®, ChFC®
Lincoln Financial
Joseph W. Jordan
Arnold M. Katz, CLU®
AMK Concepts, Inc.
Kelly Kidwell, LUTCF®, ChFC®, CLU®
Pacific Advisors
Kevin M. Kimbrough, CLU®, ChFC®
Saybrus Equity Services
Paul A. LaPiana, CFP®
MassMutual
Leon L. Levy, CLU®
Leon L. Levy & Associates
Eugene F. LoVasco, JD, CPA, CLU®
Lovasco Consulting Group
Blake Mohr, CPA
Capitas Financial
M. “Mark” Michael Rooney, CFP®, CLU®, ChFC®
AXA Advisors, LLC
Mike Scovel, MSM, CLU®, ChFC®
New York Life
Aaron Seurkamp
Protective Life Insurance Co.
Kurt J. Shallow
Ameritas
Joseph Sparacio, LUTCF®, CLU®, ChFC®
MassMutual
Jon S. Stenberg, ChFC®
Symetra Life
Thomas P. Tooley, CLU®, ChFC®
MassMutual
Leo C. Tucker, CLU®, CLF®
The Washington Group
Steven J. Valerius
Ameritas
Michael J. Vietri, CLU®
AmeriLife
Matthew E. Schiff, CLU®, ChFC®, WMCP®
President
Schiff Benefits Group, LLC
Kate Michaels, CLF®, CLU®
Vice President
Northwestern Mutual
John Shull, MA, ChFC®
Second Vice President
Meridian Leadership Coaching
Joanna Marker, CLU®, CLF®
Secretary
Northwestern Mutual
Lucas J. Quaccia, CLU®, ChFC®, CLF®
Immediate Past President
New York Life
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
Brian N. Edelstein, CFP®, CLU®, ChFC®
Northwestern Mutual
Darin S. Fass, CLU®, CLF®
New York Life
Joshua A. Gonzalez, CFP®, ChFC®, CLU®
Modern Wealth Now
Diane Hack Gould, MSFS, CLU®, ChFC®, CAP®, ChSNC®
D.H. Gould Company
Peter H. Hoopis, CLU®, CLF®, ChFC®
Hoopis Group
Angela C. Moloney, CAP®
Catholic Foundation of Michigan
Ray Morrill, CFP®, AEP®
RSM Wealth Management, LLC
Terry E. Parham Jr., CFP®, ChFC®, CLU®, WMCP®
Prudential Advisors
Jim Petersen, Ph.D., MSM, MSFS, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, ChSNC®, CRPC®, CAP®, AEP®, CPBC®
Emeritus Member
First Command Financial Services, Inc.
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
Stephanie Tsang, CFP®, ChFC®, CPA
North Star Resource Group
Kimberly Turner, Ph.D., MSFS, CFP®, ChFC®, CLU®, CAP®, AEP®
National Financial Group
Jessie Lee Washington, MBA, RICP®, ChSNC®, AIF
New York Life Insurance Company - Eagle Strategies
Faith Wells, MSM
National Black MBA Association
Scott A. Winslow, MSFS, ChFC®, CLU®, RICP®, AEP®, CCFC
Nabell Winslow Wealth Management
Ross A. Riskin, CPA/PFS, CCFC
(Chair)
The American College of Financial Services
Matt Aaron, CFP®
Aaron Financial
Kyle Bain
1847Financial
Natalie Cooper
New York Life
Clarisa M. Hernandez, CFP®, ChFC®
North Star Financial
Alanah Phillips
Lincoln Financial Network
Sahil Punamia
Netflix / The Aspiring Professional
Christopher Seabrook, RICP®
COUNTRY Financial
Robert Westley, CPA/PFS, CFP®
Northern Trust
Ann Yeung
Northwestern Mutual