Advisory Board

James "Jim" Meehan, MSM

Chair

Penn Mutual Center for Veterans Affairs

Managing Partner

1847 Financial

Jim became the Managing Partner for 1847Financial in 2011, following an outstanding 20-year career with Creative Financial Group (CFG). He joined the financial services industry in 1990, after serving as a commissioned officer in the United States Navy. Jim's dedication to his clients and the industry has earned him numerous awards, including Associate Planner of the Year in his first two years, Master Sales Manager in 1998, and Sales Manager of the Year twice. Jim was also a 16-time President’s Trophy recipient.

Throughout his career, Jim has proven to be a highly successful leader and financial professional, who sets high standards for himself his team, and has earned the respect of both experienced and new producers. Jim is well-respected in the industry as a member of GAMA, where he received GAMA International’s First in Class Award in 2011.

Jim received his Master of Science in Management (MSM) degree from The American College in 2008, where he is a Trustee and currently serves on the Marketing Committee. Jim also serves as the Vice Chair of the Advisory Board of the Penn Mutual Center for Veteran’s Affairs and is Corporate Secretary for The American College.

A graduate of the United States Naval Academy, Jim is a member of its alumni association and is actively involved with his community, supporting Philabundance, Go Red for Women, and the American Red Cross. He and his wife, Maureen, and their daughters, Samantha, Emily, and Tori, reside in Newtown Square, PA.

Jim Petersen, MSFS, MSM, CASL®, ChFC®, CLF®, CLU®, RICP®, AEP

Vice Chair

Penn Mutual Center for Veterans Affairs

DISTRICT ADVISOR, SUNSHINE DISTRICT

First Command Financial Services, Inc.
 

 

Jim Petersen joined First Command Financial Services in March, 1983 and served in multiple positions in both the field and Home Office.  A seasoned executive with more than 31 years of experience in the investment and financial services industries, Mr. Petersen is an expert in the fields of financial planning and leading large financial planning organizations.

Before joining First Command, Mr. Petersen was a commissioned officer in the United States Navy where he served seven years on active duty as a 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.

Mr. 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 and is currently a student in the Financial and Retirement Planning doctoral program. 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®) and an Accredited Estate Planner® (AEP®). He is a member of Financial Planning Association (FPA), GAMA International, and the Tampa Bay Estate Planning Association.  He is also a member of the Alumni Board of The American College and a Trustee for the GAMA Foundation.

He and his wife, Louise, have three children.

 

Albert J. “Bud” Schiff, CAP®, CLU®

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.

 

Anthony “Tony” Boquet, CASL®, ChFC®, CLF®, CLU®, LUTCF

Vice President, Sales

The American College of Financial Services

Anthony “Tony” Boquet is a native of South Louisiana, and is currently a Vice President at The American College of Financial Services. He has earned the following credentials from The American College: Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Chartered Advisor for Senior Living® (CASL®), Chartered Leadership Fellow® (CLF®), and Life Underwriter Training Council Fellow® (LUTCF®). He also holds the Series 7, 24, and 63 licenses. For over 30 years, he has been a leader in the financial services industry, much of which has been as a fee based Estate Planner and Financial Planner. He has extensive training in needs based analysis, financial security planning and leadership development. He has also served as an expert witness in insurance related court cases.

Tony has been happily married to his wife Toni Ann for 35 years. They have two children, Thomas and Tiffany. Tiffany and her husband, Mike, have given to them three adorable grandchildren: Madison, Blake, and Tyler. His hobbies are playing guitar, instructing TaeKwonDo and self-defense classes in HapKiDo, riding motorcycles, and reading.

 

Michael Corey

Managing Partner

MJC Ventures

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.

 

Barbara J. Doyne

Founder & Executive Director

5 Star Women

Barbara Doyne is a Philanthropic Entrepreneur and Social Innovator with a diverse career in the military and financial services sectors. As the Founder and Executive Director of 5 Star Women, she is committed to serving the under-represented population of women veterans. Barbara, through her work, enables women veterans to thrive in their post-military lives by focusing on family, health, career, education and housing.

Prior to founding 5 Star Women, Barbara spent over a decade in the financial services sector in numerous leadership roles to include product and technology development, marketing, as well as, managing global business initiatives.

Barbara launched her career with the U.S. Navy. Enlisting after high school graduation, she spent seven years as a Russian Linguist until receiving her commission. As a Commission Officer, Barbara continued to serve another six years in the intelligence field where she became the first woman in history to earn her Naval Aviation Observer Wings.

Barbara holds an MBA from Florida Institute of Technology and a BBA from National University. She has a track record of proactively providing community non-profit leadership by serving on local and national committees. During her free time she enjoys spending time with her daughter Samantha, husband Jay, and their animals.

 

Thomas H. Harris, ChFC®, CLU®, FLMI

Executive Vice President, Distribution

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.

 

Mark Heinrich, RADM, SC, USN (Ret.)

President and COO

Petrogov

Retired Rear Admiral Mark Heinrich, U.S. Navy, is a General Manager at Microsoft. He leads a multi-billion dollar supply chain which is building Microsoft’s Intelligent Cloud. Microsoft’s mission is to “empower every person and every organization on the planet to achieve more.”

Prior to joining Microsoft, Admiral Heinrich was the CEO of AAMSI, an aerospace manufacturing and repair firm located in Fort Lauderdale, Florida. Additionally, he was a Managing Director with the consulting firm Alvarez & Marsal, which is the premier independent global professional services firm with a reputation for providing leadership, problem-solving, and value creation to underperforming and robust companies across the industry spectrum.

Admiral Heinrich’s naval career spans more than 30 years of leadership experience in operations, finance, logistics, and supply chain management. In his final assignment in the Navy, he served as the Commander (CEO equivalent) of the Naval Supply Systems Command (NAVSUP) and the 46th Chief of Supply Corps, where he led 25,000 members of the Navy’s global supply chain practice.

Admiral Heinrich’s professional career has culminated with a focus on creating world class supply chain, manufacturing, and operational excellence. He understands the importance of a mission, a vision, and a set of guiding principles that enable people to be successful. His strengths are in controlling costs, leading large scale operational projects, managing large operating budgets, and getting the best out of people.

In addition to his assignment as Commander of NAVSUP and the 46th Chief of Supply Corps, Heinrich commanded the Defense Logistics Agency’s aviation center of excellence in Richmond, Virginia, and served as the Chief Operating Officer (J-3) of the Defense Logistics Agency in Fort Belvoir, Virginia. In 2008, Heinrich deployed to the Middle East as Director of the United States Central Command’s Deployment and Distribution Operations Center in Kuwait, where he applied deployment and distribution expertise to plan and execute joint and combined force military operations.

A graduate of the U.S. Naval Academy in Annapolis with a bachelor’s degree in engineering, Heinrich also holds an MBA from the University of Kansas, as well as a Master of Science in Petroleum Management. In 2012, he was inducted into the University of Kansas School of Chemical and Petroleum Engineering Hall of Fame. He also attended the Kellogg Graduate School of Management's Advanced Executive program. He retired from the Navy in November 2013.

 

Allen McLellan, CASL®, ChFC®, CLU®, LUTCF, RICP®

Adjunct Professor of Insurance

The American College of Financial Services

Allen is an Assistant Professor of Insurance at The American College of Financial Services. He is a 1971 graduate of the U.S. Air Force Academy and holds a Master’s Degree in Aeronautical Engineering from the Air Force Institute of Technology. During his military career, Allen was a navigator in several aircraft, taught mathematics at the Air Force Academy, and completed Squadron Officer School, Air Command and Staff College, the Academic Instructor School, and the Air War College in residence. In 1984, Allen received the Secretary of the Air Force Leadership Award as the top graduate in his Air Command and Staff College class of 486 students. Allen is a retired Lieutenant Colonel in the U.S. Air Force and is a veteran of the Vietnam conflict.

After more than 21 years as an Air Force officer, Allen entered the financial services profession as an insurance and investments field representative. As a Chartered Financial Consultant® (ChFC®) and Certified Financial Planner® (CFP®) practitioner, Allen produced comprehensive financial plans for his clients with an emphasis on retirement and risk management.

In addition, Allen is a Chartered Advisor for Senior Living® (CASL®) and advised senior clients on a variety of issues such as income distribution, health, housing, Medicare, Medicaid, long-term care, and end-of-life challenges.

 

Alida Moose

Senior Vice President, Chief Human Resources Officer

Penn Mutual Life Insurance Company

Alida Moose is Senior Vice President, Chief Human Resources Officer, of the Penn Mutual Life Insurance Company. As a member of the Executive Team, Ms. Moose is responsible for defining and implementing human resource strategies and programs for Penn Mutual and HTK that aligned with the company’s culture and values while also providing counsel to business areas.

Previously, she was Vice President, Producer & Client Services. In this role, she was responsible for a variety of operations for Penn Mutual’s life and annuity lines of business including sales and service contact centers, back office service processing, new business, lock box services, death claims, document management center, forms and fulfillment management, client mailings and new hire training.

Ms. Moose has over 26 years of experience in the insurance industry and has spent the last 15 years with Penn Mutual. She is known to be a catalyst for major cultural and process changes resulting in operational excellence.

Ms. Moose has earned an Associate of Customer Service (ACS) certification and a doctoral degree in Human and Organizational Learning from The George Washington University.

 

Heather Nauert

Spokesperson

United States Department of State

Heather Nauert is a New York-based anchor and correspondent at the Fox News Channel. Heather is responsible for covering 'hard news' and breaking news on the program Fox and Friends, the top rated morning cable news show. She regularly anchors afternoon programs on Fox as well.

She joined the network after graduating from Columbia University's Graduate School of Journalism just months before the 9/11 terror attacks. Since that time, she has covered every global and domestic crisis for the network, including 9/11; the war in Iraq; and the genocide in Darfur, Sudan. In the years since, she has interviewed countless military families and service members about their missions, successes, sacrifices, and losses. In 2016, she travelled to numerous battleground states to report on the presidential primary and election. She also reported from the Republican and Democratic conventions and presidential debates.

Nauert served as a network correspondent for ABC News where she travelled extensively for breaking news stories in the U.S. and abroad.

Prior to working in news, she served as an insurance lobbyist in Washington, D.C.

Heather has a personal interest in veterans’ issues. Her brother is Midshipman at the U.S. Naval Academy.

 

John "Boomer" Stufflebeem

Independent Consultant

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.

 

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