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, CAP®
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
Kirk Trasborg
Senior Vice President, Chief Strategy and Operations Officer
Jared Trexler
Chief Marketing Officer and Vice President
Grady Batchelor, DMgt
Vice President, Institute for Learning Innovation
Scott L. Berlin, FSA
New York Life
Christopher O. Blunt, CLU®, ChFC®, CAP®
Fidelity & Guaranty Life
Wallace E. Boston, Ed.D.
American Public University System, Inc.
Brandon Carter, CLU®, ChFC®, CFP®
USAA
George I. Connolly, JD, CLU®, ChFC®
Securian
Kristyn Cook, CLU®
State Farm
Susan M. Cooper, MSM, CLU®, ChFC®, CFP®, CAP®, RICP®
Prudential
J. Scott Davison, CLU®, ChFC®
OneAmerica
Edward G. Deutschlander, CLU®, CLF®
North Star Resource Group
Matt Foran
StoicLane, Inc.
Timothy J. Gerend, JD
Northwestern Mutual
Salene Hitchcock-Gear, JD
Vice Chair
Prudential
John M. Howard
Board Chair
Truist Insurance Holdings
Michael V. James
NFP
Michelle D. Johnson
Lt Gen United States Air Force (Ret)
Fred H. Jonske, FSA
Insurex
Cheri Lytle
JP Morgan Chase
George Nichols III, CAP®
(Ex Officio)
The American College of Financial Services
Kristi Martin Rodriguez
Nationwide Financial
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, MSM
New York Life (Ret)
Andrew J. Bucklee, CLU®, ChFC®, CFP®
Lincoln Financial
Mike Corey, LUTCF®
MJC Venture, Inc.
Patrick Corey
The Corey Search Group
Howard B. Cowan, CLU®, ChFC®
Cowan Financial Group
Michael C. Davidson, MSM, CLU®, CAP®
Louis P. DiCerbo II, LUTCF®, CLU®, ChFC®
DiCerbo P.C.P. and Associates, Inc.
John DiMonda, CLU®, ChFC®
Lincoln Financial
Anthony J. Domino, Jr. MSFS, CLU®, ChFC®, CAP®
Associated Benefit Consultants, LLC
Harris Fishman, CLU®, ChFC®
MassMutual
R. David Fritz, Jr., CLU®
Executive Benefits Network
Lee M. Gammill, Jr., CLU®
Nic Gorey
Rocketer
Randall H. Harbert, CLU®
Rodger K. Johnson, MSFS, ChFC®, CLU®, CFP®, CAP®, RICP®
Johnson Financial Group
Joseph W. Jordan
Gloria LaGrassa, CLU®, ChFC®
Paul A. LaPiana, CFP®
MassMutal
Leon L. Levy, CLU®
Leon L. Levy & Associates
Richard A. Liddy, CLU®
General American Life
Eugene F. LoVasco, JD, CPA, CLU®
Lovasco Consulting Group
James J. Meehan, MSM
1847 Financial
James A. Mitchell, CLU®, ChFC®
IDS Life Insurance Company
Knut A. Olson, CLU®
National Guardian Life
Robert B. Plybon, CLU®, ChFC®
Plybon & Associates, Inc.
J. Greg Reber
Pacific Life
M. “Mark” Michael Rooney, CFP®, CLU®, ChFC®
Equitable
Albert J. (Bud) Schiff, CAP®, CLU®, RICP®
Alvarez & Marsals
Jayne N. Schiff, MSFS, CLU®, ChFC®, REBC®, CAP®, ChHC®
Schiff Benefits Group, LLC
Mike Scovel, MSM, CLU®, ChFC®
New York Life
Aaron Seurkamp
Protective Life Insurance Co.
Joel A. Shapiro, MSFS, CLU®, ChFC®
Bartmon, Shapiro and Associates, Inc.
Joseph Sparacio, LUTCF®, CLU®, CLF®
MassMutual
Paul E. Vignone, JD, CLU®, ChFC®, LLM
Penn Mutual
William B. Wallace, CLU®, ChFC®, CAP®
John Shull, MA, ChFC®
Immediate Past President
Meridian Leadership Coaching
Scott A. Winslow, MSFS, ChFC®, CLU®, RICP®, AEP®, CCFC
President
Nabell Winslow Wealth Management
Michaela Scott, MSFS, CFP®, CLU®, ChFC®, RICP®
Vice President
Borislow Insurance
Terry E. Parham Jr., CFP®, ChFC®, CLU®, WMCP®
Secretary
Innovative Wealth Building
Amie Agamata, CFP®, RICP®, ChFC®, CLU®
LPL Financial
Michael Bitton, CFP®, CLU®, RICP®, CIMA® ,CPWA®
Pacific Life
Leslie Calkins, CLU®, ChFC®, CASL®, RICP®, MSFS, CAP®
State Farm
Richard Paul Dodd, ChFC®, CLU®, MSM, CLF®
Northwestern Mutual
Darin S. Fass, CLU®, CLF®
New York Life
Chad Franks, CLU®, ChFC®, CLF®, FSCP®, LUTCF®
New York Life
Joshua A. Gonzalez, CFP®, ChFC®, CLU®
Modern Wealth Strategies
Carolyn Humphrey, RICP®, CLF®
Empowered Financial Strategies
Maurice Miller, Jr., CFP®, ChFC®
Mass Mutual
Angela C. Moloney, CAP®
Catholic Foundation of Michigan
Ray Morrill, CFP®, AEP®
Choreo
Soraya Morris, ChFC®
LPL Financial
Jay Mota, CFP®, CDFA®, ChFC®, WMCP®
Ameriprise
Bianca O’Brien, CLF®, LUTCF®, CLTC®
New York Life
Jim Petersen, Ph.D., MSM, MSFS, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, ChSNC®, CRPC®, CAP®, AEP®, CPMBC
Emeritus Member
The American College
Matthew Price, CLU®, ChFC®
Priceless Coaching
Kimberlee Riley, CAP®
The Catholic Foundation of Central Florida
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
Christopher Sitek, CLU®, ChFC®, RHU®, REBC®, CASL®, CLTC®
North Star Resource Group
Krista Spader, MSM, CLU®
State Farm
Wendy Swanson, RICP®, CLTC®, NSSA certificate holder
Senior Market Sales
Stephanie Tsang, CFP®, ChFC®, CPA
North Star Resource Group
Kimberly Turner, Ph.D., MSFS, CFP®, ChFC®, CLU®, CAP®, AEP®
The Retirement Planning Doctors
Beady Waddell III, JD, MCA, LL.M, MS, ChFC®, CLU®
Western & Southern Financial Group
Maxwell Waletich, CFP®, ChFC®, RICP®
Allianz Life
Jessie Lee Washington, MBA, RICP®, ChSNC®, AIF
New York Life Insurance Company - Eagle Strategies
Lauren Yamaoka, CAP®
The Fuller Foundation
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