Certificate Series



Certificate Series

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, Inc.
New York, New York
Rae Anne Beaudry
Regional Vice President Employee
   Benefits, Group Practice Leader
Associated Benefits and
  Risk Consulting
Brookfield, Wisconsin
Michael E. Callahan, CPC, CWS®, EA, FSPA, RMASM
President, Edu4Retirement, Inc.
President, LEAP2Retire, Inc.
Principal, Retirement Plan
   Advisory Services, LLC
Southington, Connecticut
Lewis E. Devendorf
Mercer Human Resources
   (Retired)
Consultant
Rio Verde, Arizona
Steven Draper
Senior Manager
Ernst Young
Dallas, Texas
Mark J. Dunlop, CEBS, AEP, AFC, CFP, ChFC, CLU, FLMI, REBC, RHU
Principal
Designed Benefit Incentives
St. Louis, Missouri
Laura Earley, CEBS
Senior Account Manager
IMA of Colorado
Jay K. Egelberg, ASA, EA, FCA, MAAA
Consulting Actuary
First Actuarial Consulting, Inc.
New York, New York
R. Scott Gregory, FSA
President
R. Scott Gregory, Inc.
Annapolis, Maryland
Paul Hackleman
Senior Consultant, NFP
Trustee, San Mateo County
   Employees’ Retirement
   Association (SamCERA)
Burlingame, California
Mindy Harris
Senior Consultant,
   Government Plans
NFP
Vancouver, Washington
Crystal V. Hover, CEBS
CEO and Chief Strategist
Kitchen Table Consulting
Los Angeles, California
Peter W. Kennedy
Principal
PRM Consulting Group
Rockville, Maryland

Karyne Kieta
Management Consultant
Bend, Oregon

Ronald Krupa, CEBS,
ISCEBS-Fellow

Senior Manager, ACA Services
Ernst & Young
Tampa, Florida
Margaret C. Lemkin, Ph.D.
President
Med-Care Management, Inc.
West Palm Beach, Florida

 

Dawn M. Lichtner, CEBS
Relationship Executive
The Vanguard Group
Valley Forge, Pennsylvania
Thomas R. Margenau
Social Security Consultant
Fort Collins, Colorado
John T. McCarthy
Financial Educator, Founder
McCarthy Grittinger Financial
   Group, LLC
Milwaukee, Wisconsin
Larry D. Montan
Director (Retired)
Deloitte Consulting LLP
Minneapolis, Minnesota
Robert W. Ridley, Esq.
Attorney (Recently retired)
Pasadena, California
Linda Robertson, M.S.F.S., CEBS, CFP, ChFC
Director of Planner Operations
Financial Finesse, Inc.
El Segundo, California
Bruce D. Schobel, CEBS, CLU, FSA, MAAA
Consulting Actuary          
Winter Garden, Florida
Anne P. Sperling, CSA, LPRT
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

Paul Wroblewski, ASA, FCA, MAAA
Consulting Actuary
First Actuarial Consulting, Inc.
New York, New York