Instructors

The following is a sample of instructors who have taught Certificate Series courses. For a full biography, click on the instructor's name.

Dennis R. Ackley
President
Ackley Associates
Lee’s Summit, Missouri

Rae Anne Beaudry

Principal & Vice President
Health Care System Consultants, Inc.
Milwaukee, Wisconsin

Ted Carlson, CEBS, CMC, FIMC

Managing Principal
Carlson's Consulting
Houston, Texas

Larry S. Chapman, M.P.H.
Chairman and Senior Consultant
Summex Corporation
Seattle, Washington

Lewis E. Devendorf
Principal
Mercer Human Resource Consulting
Atlanta, GA

Mark J. Dunlop

Principal
Designed Benefit Incentive
St. Louis, Missouri

Joan Gucciardi, MSPA, MAAA, CPC, CLU, ChFC
President
Gucciardi Benefit Resources, Inc.
A Division of Summit Benefit and Actuarial Services, Inc.
Wauwatosa, Wisconsin

David A. Harvey, CEBS

Account Executive
Wells Fargo Insurance Services
Clearwater, Florida

Stacey L. Kaplan, CCP
Managing Principal
Diamond Consulting Group LLC
West Bloomfield, Michigan

Debra W. Krause
Account Executive
Hewitt Associates LLC
Minneapolis, Minnesota

Katie B. Lewis, CEBS, CCP, CRSP
Consultant
Eden Prairie, Minnesota

John T. McCarthy, CFP
President
McCarthy Grittinger Financial Group, LLC
Milwaukee, Wisconsin

Dawn M. Milligan, CEBS
Relationship Manager
The Vanguard Group
Valley Forge, Pennsylvania

Larry Myrold, CEBS
Consultant
Northwestern Mutual
Milwaukee, Wisconsin

Robert W. Ridley, Esq.
Partner
Farmer & Ridley, LLP
Attorneys at Law
Los Angeles, California

Diane C. Savage, CFP®, CRC®

President
Goodlife 
Westlake, Ohio

Bruce D. Schobel, FSA, FCA, MAAA, CLU, CEBS
Vice President and Actuary
New York Life Insurance Company
New York, New York

Bill Tugaw
President
SST Benefits Consulting and Insurance Services, Inc.
Los Altos, California

Patricia L. Wegner, CEBS
Consultant
Wegner Benefits Consulting
Devine, Texas

Dion Woods, CFA
Managing Director-Large Markets Group
Wells Capital Management
Moseley, Virginia

Scott Ziemba
Senior Consultant
Watson Wyatt Worldwide
Chicago, Illinois

 

Steven R. Andsager, FSA, EA
Principal and Partner
Towers Perrin
Chicago, Illinois

Anna C. Budnik, FSA, EA
Principal 
Towers Perrin
Chicago, Illinois

Douglas Carson

Social Security Consultant
Waukesha, WI

N. Fredric Crandall, Ph.D.
Watson Wyatt Worldwide
Chicago, Illinois

Sandy Grogan Dresser
Human Resources Management Consultant
Reston, Virginia

R. Scott Gregory, FSA
President
R. Scott Gregory, Inc.
Annapolis, Maryland

Paul Hackleman
Benefits Manager
San Mateo County
Redwood City, California

Robert B. Jones, J.D., CEBS, CPA
President
Innovative Compensation and Benefits Consulting
Bryn Mawr, Pennsylvania

Peter W. Kennedy

Principal
Kennedy & Rand Consulting, Inc.
Bethesda, Maryland

Margaret C. Lemkin, Ph.D.
President
Med-Care Management, Inc.
West Palm Beach, Florida

Jackson A. Loos
Chief Consulting Officer
Rael & Letson 
Edmonds, Washington 

Betty Meredith, CFA, CFP, CRC
President
Discover Learning, Inc.
Ann Arbor, Michigan

Larry D. Montan
Director and Practice Leader
Deloitte
Minneapolis, MN

Deanna H. Nino, Esq.
Shareholder
Greenberg Traurig, LLP
New York, NY

Karen Roberts

Senior Vice President
Aon Consulting
Las Vegas, Nevada

Brian E. Schaefer

Founder and Principal
401(k) Ventures
Palo Alto, California

Kevin S. Seibert, CFP, CEBS, CRC
Managing Director
International Foundation for Retirement Education
Barrington, Illinois

F. Jeffrey Van Orden, CIMA

Retired
Riverside, New Jersey

Mary Willett

Consultant
Willett Consulting
Oregon, Wisconsin

David Wudyka

Managing Principal
Westminster Associates
Wrentham, Massachusetts