David M. Cordell

David M. Cordell

male
MBA, ChFC, CFA Institute, International Association, Certified Financial, Annuity Company
David M. Cordell , PhD, CFA, CFP ® , CLU, is associate professor of personal financial planning at Texas Tech University. He specializes in the f...
David M. Cordell Pictures | depts.ttu.edu | depts.ttu.edu | depts.ttu.edu
Byron L. Carlson

Byron L. Carlson

male
MBA, Fall Festival Committee, president of the Orion Board, Quality Business Committee, Black Hawk Area Special Education, Western Illinois University Alumni Council, … , ChFC
Byron Carlson, FIC, MBA-CLU, LLIF, is the Fraternal Director at Modern Woodmen of America, based in Rock Island, Illinois. Carlson is responsible...
Byron L. Carlson Pictures | nfcanet.org | nfcanet.org | nfcanet.org | nfcanet.org
Douglas W. Kreitzberg

Douglas W. Kreitzberg

male
University of Notre Dame, Contract Systems, Chief Executive Officer of USI Affinity, USI Insurance Services Corp., Colburn Insurance Service, USI Insurance Service Corp., … , ChFC
Douglas Kreitzberg received his Bachelor of Arts degree from the University of Notre Dame in 1982. He achieved his CLU designation in 1996 and his...
Douglas W. Kreitzberg Pictures | usiaffinity
David L. Burch

David L. Burch

male
Sales Manager of the Atlanta Agency, Sea Island Golf Club, Mawr, National Fraternity, President of the Atlanta, Alumni Board of Directors, … , ChFC
David L. Burch, CLU, ChFC Vice President Mr. Burch was born in Rome, Georgia, raised in Gainesville, Georgia, and attended The University of...
David L. Burch Pictures | peachtreeplanning
Kristi M. Tafalla

Kristi M. Tafalla

female
JD, Louisiana Bar Association, CFP, ChFC, BISYS, Former Director
Kristi M. Tafalla , JD, MS, ChFC, CFP® Kaplan Financial Instructor Ms. Tafalla is an Attorney and Personal Financial Planner specializing in P...
Kristi M. Tafalla Pictures | kaplanfinancial
Mark McCalmon

Mark McCalmon

male
financial advisor, RJFS, Certified Financial, Life Underwriting Training Council, Raymond James Financial Services, ChFC
Mark McCalmon CERTIFIED FINANCIAL PLANNER ™ Chartered Financial Consultant Life Underwriting Training Council Fellow Financial Advisor, RJFS ma...
Mark McCalmon Pictures | raymondjames
R. James Lubecki

R. James Lubecki

male
Producer, planning, CLU, RFP, Vice President, Employee Benefits, Life and Financial, … , ChFC
R. James Lubecki, CLU, ChFC, LUTCF, RFP Vice President, Employee Benefits, Life and Financial Planning Producer
R. James Lubecki Pictures | evergreeninsurance.net | evergreeninsurance.net | evergreeninsurance.net
William Rainaldi

William Rainaldi

male
university of connecticut, Society of Financial Service, former member of the board of directors, lecturer at New York University, school of continuing education, Family Financial, … , ChFC
WILLIAM RAINALDI , CFP A Lehigh University graduate, William Rainaldi is The Kugler Co's Chief Executive Officer. He has an extensive background...
William Rainaldi Pictures | kuglersystem | lehigh.edu
Bruce Davidoff

Bruce Davidoff

male
network, perennial leader among his peers, Davidoff Group, District Agency, Northwestern Mutual Financial, Davidoff, … , ChFC
Bruce graduated from CUNY Brooklyn College with a degree in Accounting. He worked for several CPA firms before joining the Northwestern Mutual...
Bruce Davidoff Pictures | nmfn | nmfn
John J. Pallaria

John J. Pallaria

male
PA, ChFC, Southern New Hampshire University, Putnam Investments, Principal Financial Group, BS in Business Administration
Mr. Pallaria is a previous Relationship Manager within Scudder Investment's retirement division and has also worked as a Portfolio Accountant with...
John J. Pallaria Pictures | kaplanfinancial