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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, 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®

George I. Connolly, JD, CLU®, ChFC®

Kristyn Cook, CLU®
State Farm

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

J. Scott Davison, CLU®, ChFC®


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

John M. Howard
Board Chair
Truist Insurance Holdings

Michael V. James

Michelle D. Johnson
Lt Gen United States Air Force (Ret)


Fred H. Jonske, FSA

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®

R. David Fritz, Jr., CLU®
Executive Benefits Network

Lee M. Gammill, Jr., CLU®

Nic Gorey


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®

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®

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®

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
Nabell Winslow Wealth Management

Michaela Scott, MSFS, CFP®, CLU®, ChFC®, RICP®
Vice President
Borislow Insurance

Terry E. Parham Jr., CFP®, ChFC®, CLU®, WMCP®
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®

Soraya Morris, ChFC®
LPL Financial

Jay Mota, CFP®, CDFA®, ChFC®, WMCP®

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​
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