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OUR TEAM

Our instructors are highly qualified and experienced financial services professionals who volunteer a portion of their time to provide education. They maintain a rigorous schedule of continuing education as required by their respective disciplines and regulatory organizations.

Our instructors are real world practitioners who are selected from the top of their field. Many are contributing editors to our bi-monthly newsletter, Financial News Digest. Our instructors are passionate about teaching and about helping others reach their financial potential.

Jesse Bond Jan Larsen Aaron Leland
Gary Roberts Jeff Scrivner Jan Showalter