James "Jim" Meehan, MSM
Penn Mutual Center for Veterans Affairs
As those who’ve served our country know, being in the military is all about teamwork. And since graduating from the Naval Academy in 1986, serving as a naval officer, and then launching a career in the financial services industry, Jim has been passionate about the value of teaming with others to achieve common goals and build strong relationships.
Jim joined Penn Mutual in 2011 as Managing Partner of its Philadelphia agency, 1847Financial, based in Conshohocken, PA. He has since received recognition for several outstanding achievements, including the GAMA International Management Award and the prestigious Penn Mutual Chairman’s Award. Under Jim’s leadership, 1847Financial is continually recognized as One of the Best Places to Work in PA by the Central Penn Business Journal. Jim has also been featured in The Wall Street Journal, ThinkAdvisor, and RIA Central Advisor Newsletter.
Currently, Jim serves as the Chairman of the the Board of The American College. He is also Chair of The American College Center for Veterans Affairs, which partners with Penn Mutual to award scholarships to military veterans and their spouses interested in pursuing a career in the insurance and financial services industry.
Jim graduated in 1986 from the United States Naval Academy with a Bachelor of Science in Physical Science. After serving 5 years as a commissioned officer in the U.S. Navy, Jim joined CFG in Newtown Square, PA, where he was recognized as Associate Planner of the Year in 1990 and 1991, and appointed Sales Manager in 1992. In 2000, Jim was appointed co-managing Partner at Creative Financial Group and became President of the organization in 2006.
In 2008, Jim earned a Master of Science in Management (MSM) degree from The American College. He continues to be an advocate of the College and their efforts to partner with veterans. 1847Financial also actively supports area charities, including Believe and Achieve, a foundation that provides access to basic needs for at-risk youth in local neighborhoods. In addition, Jim is a member of the Naval Academy Alumni Association, The Philadelphia Union League, Overbrook Golf Club and the General Agents and Managers Association (GAMA).
Jim Petersen, PhD, MSM, MSFS, CFP®, CLF®, ChFC®, CLU®, RICP®, CRPC®, CAP®, CASL®, AEP®
Penn Mutual Center for Veterans Affairs
DISTRICT ADVISOR SUNSHINE DISTRICT, TAMPA, FL
First Command Financial Services, Inc.
Jim Petersen joined First Command Financial Services on March 25, 1983 and served in multiple positions in both the field and Home Office. A seasoned executive with almost 35 years of experience in the investment and financial services industries, Dr. Petersen is an expert in the fields of financial planning, retirement planning and leading large financial planning organizations.
Before joining First Command, Dr. Petersen was a commissioned officer in the United States Navy where he served seven years on active duty as a nuclear submariner and retired from the Naval Reserves as a Captain with almost 22 years of service. His expertise included many aspects of nuclear propulsion and submarine warfare.
Dr. Petersen received his Bachelor’s Degree from the United States Naval Academy and Master’s Degrees in Financial Services and Management from The American College. On June 1, 2017, Jim became the first financial services manager to be awarded a PhD in Financial and Retirement Planning from The American College of Financial Services. He is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Chartered Life Fellow® (CLF®), Chartered Advisor for Senior Living® (CASL®), Retirement Income Certified Professional® (RICP®), Chartered Advisor for Philanthropy® (CAP®), Accredited Estate Planner (AEP®), and a Chartered Retirement Planning Counselor (CRPC®). He is a member of Financial Planning Association (FPA), GAMA International, and the Tampa Bay Estate Planning Association. He is also President of the Alumni Board of The American College, Vice Chairman of The American College Penn Mutual Center for Veterans Affairs, and a Trustee for the GAMA Foundation. He serves as Chair of the GAMA Foundation, LAMP Committee. He and his wife, Louise, have three children.
Albert J. “Bud” Schiff, CAP®, CLU®, RICP®
Immediate Past Chair
Penn Mutual Center for Veterans Affairs
Managing Director & CEO
Alvarez & Marsal Executive Compensation and Benefits
Albert J. "Bud" Schiff is Managing Director and CEO of Alvarez & Marsal Executive Compensation and Benefits (A&M ECB).
Formerly, Mr. Schiff served as Chief Executive Officer of NYLEX Benefits, the executive benefits consulting arm of New York Life Insurance Company. Prior to that, he served as Senior Executive Vice President and a member of the Board of Trustees of the Mutual Life Insurance Company of New York (MONY).
Mr. Schiff is a graduate of the University of North Carolina at Chapel Hill and holds Pension Actuary (MSPA), Chartered Life Underwriter® (CLU®), Chartered Advisor in Philanthropy® (CAP®) and Accredited Estate Planner® (AEP®) professional designations.
In addition, Mr. Schiff formerly served in numerous insurance industry leadership roles, including: president of the Association for Advanced Life Underwriting (AALU), chairman of the International Million Dollar Round Table Top of the Table, current member of The American College Board of Trustees, past chairman and current member of The American College Foundation Board of Directors.
He is a recipient of The American College Huebner Gold Medal and its Distinguished Alumni Award. Mr. Schiff has testified as an expert Congressional witness numerous times before the Senate Finance and House Ways and Means Committees and before the U.S. Treasury and Internal Revenue Service on behalf of the life insurance and financial services industries.
Mr. Schiff is a retired U.S. Navy Captain and he is a recipient of the U.S. Navy Supply Corps Distinguished Alumni Award. He is a current member of the U.S. Navy Supply Corps Foundation Board of Directors.
An avid offshore yachtsman, Bud and his wife Jayne reside in Greenwich, Connecticut. The Schiffs have two grown children, Matthew and Kara, and they have seven grandchildren.
With more than 40 years of experience in executive search, Mike Corey is a recruiting industry icon. He specializes in financial services and all lines of insurance, and has recruited over 3,000 executives and consultants worldwide in the private sector, as well as consulting firms, not-for-profit organizations and PE portfolio companies.
Mike is currently the Managing Partner of MJC Ventures, an advisory firm dedicated to the financial services industry worldwide. His activities range from executive search, strategic and succession plan consulting to capital raising for new insurance focused ventures. Prior to creating MJC Ventures in 2011 Mike was formerly with Caldwell Partners helping build their US search practice from scratch. He previously held leadership roles at executive search firms Heidrick & Struggles and Highland Partners, Lamalie & Associates and Ward Howell. From 1984 to 1995, Mike was the sole owner, CEO and senior business developer for the Chicago Search Group, which was the largest insurance-focused boutique, retained search firm in the country. He was involved in the recruitment of insurance executives in all product lines including employee benefits. His major client for many years was Towers Perrin, where he recruited 400 consultants and was responsible for recruiting CEO's and senior executives in the life/P&C/health lines of business as well as numerous PE portfolio companies.
Mike was significantly involved with the Actuarial Foundation as a trustee and a trustee emeritus. He currently serves as a Trustee on the board of The American College. He created and continues to run an event called the Clambake, an annual event for The American College that raises donations for scholarships for Veterans and their spouses at The American College. He formerly served as a board member of Irish Life Assurance Company.
Charles T. Cronin III, CLU®, CAP®
Senior Vice President
The American College of Financial Services
Charles (Tip) Cronin is Senior Vice President at The American College of Financial Services in Bryn Mawr, Pennsylvania. Upon joining The College's senior management in 2007, Tip assumed responsibility for providing strategic and operational leadership to the Advancement Division. His primary focus is on building relationships with key constituents, developing voluntary support, and fulfilling institutional stewardship of contributed resources. Tip brings extensive experience in the industry to his leadership role with his team of major gift and annual giving directors. During the One Person Campaign (2010-2014), Advancement raised slightly more than 50 million of cash gifts, pledges, and deferred gifts.
Tip Cronin has over thirty-five years of combined home office and field experience in the life insurance/financial services industry. Prior to joining The American College, Cronin had a successful career at Provident Mutual where he rose through the ranks holding the positions of Agent, Assistant Manager, Managing Partner, Regional Vice President, and Senior Vice President of Agencies. In 2000, following his career at Provident Mutual, Cronin became a successful entrepreneur as Executive Vice President and Chief Operating Officer of the newly formed Company, eMoney Advisor. Commerce Bank purchased his company in 2006.
Tip attended Loyola College from 1961 to 1963 and, in 1965, received his Bachelor of Science in Marketing from The University of Baltimore. He then participated in the Executive Development program at The Wharton School through the University of Pennsylvania in 1980. In 1983, Cronin earned his Chartered Life Underwriter® (CLU®) designation from The American College and its Chartered Advisor in Philanthropy® (CAP®) in 2008.
Colonel Gregory D. Gadson
Patriot Strategies, LLC
Colonel Gregory D. Gadson, a Chesapeake, VA, native, served our nation in the United States Army for more than 26 years. Gadson’s service culminated as the Garrison Commander of Fort Belvoir, where he oversaw the daily operations of the post, a strategic sustaining base where more than 50,000 military personnel and employees provide logistical, intelligence, medical, and administrative support, and command and control for a mix of more than 140 commands and agencies for the Department of Defense.
A 25-year career Army officer, Gadson’s life is a portrait of courage in the face of great adversity. In May 2007, as commander of the 2nd Battalion, 32nd Field Artillery, Gadson’s greatest challenge came in Iraq, where an improvised explosive device (IED) attack cost him both legs above the knees and normal use of his right arm and hand. Despite this, Gadson remained on active duty in the Army and continued to inspire many with his message of courage, perseverance, determination, and teamwork. Refusing to be defined by the proverbial “hail of bullets,” he has since drawn upon the lessons of pride, poise, and team, learned as a West Point linebacker, and applied them to his life, career, and family.
Commissioned as a 2nd lieutenant of Field Artillery in 1989 from the United States Military Academy at West Point, Greg served in every major conflict of the past two decades, including Operations Desert Shield/Storm in Kuwait, Operation Joint Forge in Bosnia-Herzegovina, Operation Enduring Freedom in Afghanistan, and Operation Iraqi Freedom. Greg served in various assignments throughout the world. He dedicated himself to leading the soldiers, civilian employees, and family members in living the Army values of loyalty, duty, respect, selfless service, honor, integrity, and personal courage. Greg is a passionate advocate for wounded warriors, veterans, and those with disabilities; on several occasions, he has testified before Congress on issues related to these groups.
Greg continues a very energetic and dynamic lifestyle where he continues to serve his nation as an entrepreneur and managing partner of Patriot Strategies, LLC, a government services company. He continues acting, currently in The Inspectors, a family television series on CBS. Greg is also an accomplished photographer/artist and remains active in cycling, skiing, and scuba.
Greg’s military awards include the Distinguished Service Medal, Legion of Merit (2), Bronze Stars (3), Purple Heart; the Meritorious Service Medal (3) and the Army Commendation Medal (3). He is a graduate of Command and General Staff College at Fort Leavenworth, Kansas, and holds masters’ degrees in Information Systems from Webster University, and Policy Management from Georgetown University. He holds an honorary Doctorate of Laws from Webster University.
Thomas H. Harris, ChFC®, CLU®, FLMI
Executive Vice President & Chief Distribution Officer
Penn Mutual Life Insurance Company
Tom Harris, a member of Penn Mutual’s Executive Team, is the executive vice president, Distribution and chairman, Hornor, Townsend, & Kent, Inc., a wholly owned broker/dealer subsidiary of Penn Mutual. In this role, he is responsible for profitably growing Penn Mutual’s life and annuity businesses through strong relationships with our career agents as well as independent producers, who value a direct relationship with the carriers they represent.
Tom leads Penn Mutual’s two distribution channels, the Career Agency System and the Independence Financial Network. His additional responsibilities include Annuity Distribution, Advanced Marketing, Relationship Management, the Life & Annuity Sales Desk, Professional & Practice Development, and Practice Management.
Tom’s career spans more than 28 years in all facets of distribution leadership. Previously, as senior vice president, Prudential Select Brokerage, he was responsible for growing life insurance sales through independent producers. He joined Prudential Select Brokerage in 2002 as vice president, Independent Producer Distribution. In 2004, Tom became senior vice president, responsible for Prudential Select Brokerage, where he grew Prudential’s share of life business written through Brokerage General Agents.
Prior to joining Prudential Select Brokerage, Tom was vice president, Field Sales Support. His team provided advanced marketing, product and promotional support for Prudential’s Individual Life Insurance operation.
Tom is a graduate of Temple University, with a bachelor’s degree in Actuarial Science. He is very active in the industry as a member of the AALU, NAIFA, chair of the ACLI Distribution Committee, co-chair of the ACLI Producer Licensing Task Force, trustee for The American College, and former chair of the LIMRA Brokerage Committee.
Tom and his family reside in Doylestown, PA.
Author, speaker, veteran, and in-demand international leadership expert, Tracey C. Jones is the President of Tremendous Leadership. She is passionate about lifelong learning and her career spans top positions in four major industries from the military to high tech to defense contracting and publishing. She is a graduate of the United States Air Force Academy, a decorated veteran who served in the First Gulf War and Bosnian War, earned an MBA in Global Management, and is completing her doctoral dissertation in leadership. Tracey is also a faculty member of the prestigious Institute for Organization Management (IOM) and was awarded a Doctor of Humane Letters (honorary PhD) from Central Penn College in 2017.
Tracey believes you’ll be the same person five years from now except for two things: the people you meet and the books you read. She is the author of eight books which teach character and proactive life skills to learners of all ages. She released Beyond Tremendous: Raising the Bar on Life to help others move beyond the ordinary to generate their best identity. Her latest book, A Message to Millennials, was released in 2017 and encourages the next generation of leaders by teaching the importance of followership. Her latest book, Spark: Five Steps to Igniting the Greatness Within, is due for release in late fall 2018.
She has also published five children’s books with her rescue dogs and is an active teacher in many of Central PAs schools and communities. The latest best smeller from her Pups of Personality is called Pawsitive Purrsonlity Plus. She donates her time and talents traveling to other countries to teach emerging leaders entrepreneurship and character skills. She also conducts reading clubs in three State Correctional Institutes where men read transformative material and find renewed value in the life.
Tracey’s company has donated over $1.7M to local homeless shelters, recovery outreach and mission groups, disaster recovery organizations, and scholarships to local colleges in the past eight years. She is a trustee of Lancaster Bible College, and a board member of the Kosovo Leadership Academy. Tracey enjoys the outdoors, biking, traveling, spending time with her pack of rescue pets, and giving others the tools to live a tremendous life.
Tom Lynch, Admiral, USN (Ret)
Admiral Lynch retired from the U.S. Navy after a decorated 31-year career. A graduate of the U.S. Naval Academy, his naval assignments included Chief, Navy Legislative Affairs; Commander of the Eisenhower Battle Group during Operation Desert Shield; Superintendent of the U.S. Naval Academy from 1991 to 1994 and Director of the Navy Staff at the Pentagon from 1994 to 1995. He was also the captain of the 1963 Navy Cotton Bowl team with teammate Roger Staubach, its Heisman winning Quarterback. In 2010, he was awarded the USNA Distinguished Graduate Award.
After retiring from the Navy, Lynch served as a Senior Vice President for Safeguard Scientifics, where he was responsible for operations, mergers and acquisitions, and oversight of emerging partnership companies including CompuCom Systems, where he became President and COO. Following that, Lynch became a Senior Vice President for Staubach Company, now Jones Lang LaSalle (JLL).
Currently, Admiral Lynch is Executive Chairman of NewDay USA, a mortgage lending company focused on providing VA loans for active duty and retired military personnel.
He also serves as Co-Chair for the NewDay USA Foundation, Managing Director for the Musser Group, Chairman of the U.S. Naval Academy Athletic & Scholarship Foundation and Vice Chair of Philadelphia Sports Congress. Admiral Lynch serves as director of the following boards: U.S. Naval Academy Foundation, Economics Pennsylvania, and Vietnam Veterans Memorial Foundation.
Vice President, Business Transformation
As Vice President, Business Transformation, Sheri is responsible for aligning Penn Mutual’s change agents with the corporate strategy to ensure visibility and clarity. Through this alignment, Sheri builds strong cross-functional teams that create executable programs and roadmaps to achieve goals. Sheri’s strategic oversight of Penn Mutual’s change efforts and her responsiveness to new and changing priorities is evident in her 16 years with Penn Mutual.
The Business Transformation team collaborates with business partners across the organization to deliver a wide range of transformational services including project guidance, data analysis, process improvements, product ownership and team formation and coaching. Under Sheri’s direction, the Business Transformation team has been instrumental in the launch of the Accelerated Client Experience, creating an award winning digital life insurance experience for advisers and clients in only 14 months.
Prior to her current role, Sheri led highly effective teams in Product Development, responsible for overseeing the end-to-end development of life and annuity products, including continuous improvements to the process. She also leader in Operations with responsibility for multiple change efforts that modernized the operational processes, including the Life New Business program and the Client communication modernization.
Sheri hails from a family with proud military traditions. She served in the U.S. Navy with duty stations at the Naval Damage Control Center in Philadelphia, Pennsylvania and the Marine Corps Air Station in Okinawa, Japan. Her father, father-in-law, husband and son have all honorably served in the U.S. Navy. The lessons she learned through her eight-year military career have guided Sheri’s leadership style with teamwork at the center, which is evident as her team works collaboratively throughout the company.
Gary R. Sitzmann, CLU®
Sitzmann, Morris & Lavis Insurance Agency
Gary R. Sitzmann, CLU® began his insurance career in 1965 and is recognized as one of the industry’s leading professionals in a number of areas. Gary is recognized as one of the leading insurance planning professionals in the United States, assisting numerous clients in the design and implementation of strategies to preserve and transfer maximum wealth to future generations as well as accomplish successful business continuity plans. Gary has established a national reputation as an industry leader through his leadership roles to Top of the Table, Million Dollar Round Table, California Association of Life Underwriters, and local underwriter associations as well as a guest lecturer to nearly every major insurance association in the country. He served on the M Financial Holdings Board of Directors during 1999-2000 and he was also the Chairman of the M Program Development Committee. Gary has a Charter Life Underwriter® (CLU®) designation from The American College of Financial Services. He currently lives in Orinda, California with his wife, Lindy. Gary has two adult children, Jennifer and Matthew, and four grandchildren, Will, Mac, Marianna, and Chloe.
John "Boomer" Stufflebeem
John "Boomer" Stufflebeem is a 30-year U.S. military veteran and former professional football player. Since 2008, he has been an independent consultant advising Fortune 100 companies. He is a noted speaker, mentor, crisis manager, and strategic advisor.
Prior to retiring from the U.S. Navy as an admiral, John was the commander of the U.S. Sixth Fleet and deputy commander of all naval forces in Europe, Africa, and the Middle East. He led multi-national forces in combat in Lebanon, humanitarian assistance and disaster relief operations in Pakistan, and security operations in Africa. He served as the commander of a task force in the Iraq war, and as a war planner in the Pentagon where he was the face and voice to the world via international press on operations against the Taliban in Afghanistan following the attacks of 9/11. Additionally, he honed critical leadership skills serving in the White House carrying the nuclear football for President George H.W. Bush as his military assistant during the crises in Panama and Kuwait. He furthered them in the Pentagon as the chief operations officer for the U.S. Navy as well as global operations director on the Joint Staff.
Stufflebeem was a career warrior and aircraft carrier fighter pilot deploying more than 11 times and eight years to trouble spots around the globe. He is a graduate of the Navy Fighter Weapons School and TOPGUN, flew over 200 combat missions, and landed more than 1,000 times on aircraft carriers. He built his career in positions of ever increasing responsibility until becoming a corporate chief executive as an admiral putting together teams of increasing complexity dealing with international crises in remote locations of the world often with few resources, little guidance, low initial support, and high expectations of delivering success.
John espouses the U.S. Navy SEAL saying, “individuals play the game, but teams beat the odds.” He measures his success today in making others better at their profession ranging from corporate governance to personal performance.
Lieutenant Colonel (Ret) Allen B. West
U.S. House of Representatives
Lieutenant Colonel (Ret) Allen B. West is a Christian constitutional conservative, combat veteran, and former Member of the US Congress. His life has been defined as one of service, sacrifice, and commitment to this Republic, the United States of America. He believes it will be conservative, free market policies, not politics that secures a sound economic future for Americans – with growth, opportunity and returning the promise of the American dream for this generation and those to come.
Allen West was born and raised in Atlanta, Georgia in the same neighborhood where Dr. Martin Luther King, Jr. once preached. He is the third of four generations of military servicemen, all combat veterans, in his family.
West was commissioned through ROTC at the University of Tennessee as a Second Lieutenant (2LT) on July 31, 1982. He entered active duty service in the U.S. Army on November 1, 1983 at Fort Sill to attend the Field Artillery Officer Basic Course. He later attended airborne and jumpmaster training at Fort Benning. West’s first assignment was as an airborne infantry company fire support team leader and battalion training officer in the 325th Airborne Battalion Combat Team. In 1987, he was promoted to Captain and attended the Field Artillery Officer Advanced Course.
He was then assigned to the 1st Infantry Division, where he commanded Bravo Battery, 6th Field Artillery Regiment and was a Battalion Task Force fire support officer for 2d Battalion, 16th Infantry Regiment. While with the 1st Infantry Division, he participated in Operations Desert Shield and Operation Desert Storm.
After redeployment from Kuwait, West served as an ROTC instructor at Kansas State University from 1991 to 1994. In January 1995, he was assigned to the 2nd Infantry Division Support Command as the Assistant Operations/Combat Plans Officer. During that time, West was promoted to Major and selected for attendance to the U.S. Army Command and General Staff College and graduated in 1997. Afterward, he became the Operations Officer of the 18th Field Artillery Brigade (Airborne), followed by assignment as the Executive Officer of the 1st Battalion (Air Assault), 377th Field Artillery Regiment. Upon completion of these positions, West was assigned to the II Marine Expeditionary Force in Camp Lejeune, and selected to serve as an Army exchange officer to this headquarters from 1999 to 2002.
West’s culminating assignment to his career was as Battalion Commander of the 2d Battalion 20th Field Artillery, 4th Infantry Division. He assumed command of this unit on June 6, 2002. He deployed with his unit during the Iraq War in 2003 and continued to command his battalion until his retirement from the Army in 2004 after 22 years of honorable service in defense of the Republic.
West's awards and decorations include the Bronze Star; Meritorious Service Medal (two Oak Leaf Clusters); Army Commendation Medal (three Oak Leaf Clusters, one Valor Device); Army Achievement Medal (one Oak Leaf Cluster); Valorous Unit Award; Air Assault Badge; and the Master Parachutist Badge. Lt Col West proudly wears the Army Master Parachutist Badge, the Army Air Assault Badge, the Navy/Marine Corps Parachutist Insignia, the Italian Parachutist Wings, and the German Proficiency Badge, bronze award.
After his retirement from the Army in 2004, Allen taught high school in South Florida for a year before volunteering and deploying to Afghanistan as a civilian military adviser to the Afghan army, an assignment he finished in November 2007.
In November of 2010, Allen was honored to continue his oath of service to his country when he was elected to the United States Congress, representing Florida's 22nd District. As a member of the 112th Congress, West introduced seven major pieces of legislation, and was the original sponsor of H. R. 1246 which reduces costs at the Department of Defense, was passed unanimously (393-0), and signed into law by President Obama as part of the National Defense Authorization Act. Congressman West voted for the Balanced Budget Amendment, and voted for over 30 different bills designed to empower small businesses, reduce government barriers to job creation, boost American competitiveness, encourage entrepreneurship and growth, and maximize American energy production.
West holds a bachelor’s degree from the University of Tennessee, Knoxville and two Masters, one from Kansas State University and another from the US Army Command and General Staff Officers College.
He is a Fox News Contributor, contributing columnist for Townhall.com, and author of Guardian of the Republic: An American Ronin’s Journey to Family, Faith and Freedom.
He is the former Executive Director of the National Center for Policy Analysis in Dallas Texas.
West is an avid distance runner, a Master SCUBA diver, a motorcyclist, and in his spare time he enjoys cheering his beloved Tennessee Volunteers.
Lt. Col. West is a legacy life member of the Veterans of Foreign Wars, life member of the Association of the United States Army and the Society of the First Infantry Division, life member and is a Board of Directors member of the National Rifle Association. Lieutenant Colonel West is an inductee into the University of Tennessee Army ROTC Hall of Fame. He is on the Board of Advisors of Amegy Bank, Dallas Region. In 2016, Lt. Col. West was appointed by Texas Lt. Gov. Dan Patrick to the Texas Sunset Advisory Commission. He is married to Dr. Angela Graham-West, a financial adviser, and they have two daughters, Aubrey, who recently graduated with her Masters from Southern Methodist University, now attending Physician Assistant school in West Virginia, and Austen, a college junior in South Florida, enrolled in Army ROTC seeking her Commission upon graduation.
Danita Yetter is a matriculated student with The American College of Financial Services pursuing the Charted Financial Consultant® (ChFC®) designation. She is the American College Penn Mutual Center for Veteran Affairs scholarship recipient from November 2016. Her interest in financial planning began with her volunteer work with the Navy Marine Corp Relief Society’s military populations in the areas of emergency loan assistance, financial literacy and consumer education. This experience, along with her own experience as a spouse of a retired Air Force veteran, led her to develop a passion for military specific financial needs. In May 2018, Danita presented at the Women in Insurance and Financial Services (WIFS) Philadelphia chapter highlighting the struggles of service life and employment opportunities for military spouses. Danita aspires to pursue a career as a financial advisor with an emphasis in insurance and risk management. Her former master’s degree and work as a speech-language pathologist lends an additional insight to the concerns of special needs children and the elderly populations. In her free time, Danita and her husband enjoy the “busy years” of family life with their two elementary school age children.