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.


George Nichols III
President and CEO

Gwen Hall, 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

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

Jared Trexler
Chief Marketing Officer and Vice President



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

Nicole Harding
Assistant Vice President, Advancement Services

Sally Hudson​​
Board Liaison and Chief of Staff, Executive Office

Robert Hughes
Vice President, Student Experience

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®

Susan M. Cooper, MSM, CLU®, ChFC®, CFP®, CAP®, RICP®

Michael C. Davidson, MSM, CLU®, CAP®

J. Scott Davison, CLU®, ChFC®

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

John M. Howard
Vice Chair​

Michael V. James
NFP Life Solutions

Rodger K. Johnson, MSFS, ChFC®, CLU®, CFP®, CAP®
Johnson Financial Group

Fred H. Jonske, FSA

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®

Lee M. Gammill, Jr. CLU®


Gloria LaGrassa, CLU®, ChFC®

Leyla Lesina, CLU®, ChFC®

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®


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

Joseph Sparacio, LUTCF®, CLU®, ChFC®


Jon S. Stenberg, ChFC®
Symetra Life

Thomas P. Tooley, CLU®, ChFC®

Leo C. Tucker, CLU®, CLF®
The Washington Group

Steven J. Valerius

Michael J. Vietri, CLU®


John Shull, MA, ChFC®
Second Vice President
Meridian Leadership Coaching 

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®
Innovative Wealth Building

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​
The American College of Financial Services

Matt Aaron, CFP®
Aaron Financial

Kyle Bain

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