Instructors

Certificate Series



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Instructors

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

Jason Ahl, EA, FCA, MAAA
Consulting Actuary
First Actuarial Consulting, lnc.
New York, New York
Rae Anne Beaudry
Executive Vice President
The Horton Group
Waukesha, Wisconsin
Michael E. Callahan, EA, CPC, FSPA, RMA
President, Edu4Retirement, Inc.
Principal, Retirement Plan Advisory Services, LLC
Southington, Connecticut
Lewis E. Devendorf
Mercer Human Resources (Retired)
Consultant
Rio Verde, Arizona
Mark J. Dunlop, CEBS, AEP, AFC, CFP, ChFC, CLU, FLMI, REBC, RFC, RHU
Principal
Designed Benefit Incentives
St. Louis, Missouri
Jay K. Egelberg, ASA, EA, FCA, MAAA
Consulting Actuary
First Actuarial Consulting Inc.
New York, New York
Rick Garnitz
President
LifeSpan Services, lnc.
Atlanta, Georgia
R. Scott Gregory, FSA
President
R. Scott Gregory, Inc.
Annapolis, Maryland
Paul Hackleman
Principal, SST Benefits
Trustee, San Mateo County
Employees’ Retirement Association
Burlingame, California
Mindy Harris
Senior Consultant          
NFP/SST Benefits Consulting LLC         
Vancouver, Washington
Crystal V. Hover, CEBS
CEO and Chief Strategist
Kitchen Table Consulting
Los Angeles, California
Robert B. Jones, J.D., CEBS, CPA, CSCP
Chief Executive Officer
Innovative Compensation and Benefits Concepts
Bryn Mawr, Pennsylvania
Peter W. Kennedy
Principal
PRM Consulting Group          
Rockville, Maryland
Karyne Kieta
Deputy Director
Dept of Community Services
Multnomah County
Portland, Oregon
Margaret C. Lemkin, Ph.D.
President
Med-Care Management, Inc.
West Palm Beach, Florida
Thomas R. Margenau
Social Security Consultant
Fort Collins, Colorado
John T. McCarthy
Founder (Recently Retired)
McCarthy Grittinger Financial Group, LLC
Milwaukee, Wisconsin
Dawn M. Milligan, CEBS
Relationship Executive
The Vanguard Group
Valley Forge, Pennsylvania
Larry D. Montan
Director and Practice Leader
Deloitte Consulting LLP
Minneapolis, MN
Robert W. Ridley, Esq.
Attorney          
Los Angeles, California
Brian E. Schaefer
Founder and Principal
401(K) Ventures
Palo Alto, California
Bruce D. Schobel, CEBS, CLU, FSA, MAAA
Consulting Actuary
Sunrise, Florida
Anne P. Sperling
President and CEO
Vanguard Resources, Inc.
Santa Fe, New Mexico
William J. Sweeney
Principal
William Sweeney Communication
Clemmons, North Carolina
Bill Tugaw
Managing Director,
Government Plans          
NFP
El Dorado Hills, California
Andrew W. Weir
Senior Compensation Consultant
PRM Consulting Group
Rockville, Maryland
Paul Wroblewski, ASA, FCA, MAAA
Consulting Actuary
First Actuarial Consulting, Inc.
New York, New York