Each topic in the certificate program is taught by faculty who are certified professionals in the applicable field.
James Bartow is a CERTIFIED FINANCIAL PLANNER™ practitioner with a B.A. in business administration and fifteen years' successful experience working as financial advisor to individuals and small business. Currently managing partner and co-owner of Financial Options Incorporated, and life/health/accident insurance licensed in several states.
For 18 years, Lisa Broadbent-DiOssi has been the owner of Lisa Broadbent Insurance, Inc, a Nationwide Insurance Agency. She is a Life Underwriter Training Council Fellow (LUTCF) with a B.A. in business administration.
Daniel C. Danese is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 22 years' experience in the financial services industry, and the program director of the University of Delaware's Certificate in Financial Planning. Currently he is president of Legacy Solutions, Inc. which specializes in wealth management, estate planning, retirement planning and executive benefits. Previously he was senior vice president of distribution for a national company with supervision over 7,000 planners.
Matthew D'Emilio holds a JD from Widener University School of Law. He is the director of trusts and estates at Cooch and Taylor, PA.
With over 16 years in the financial services industry and a Certified Public Accountant (CPA), Chad Fenstermacher holds a B.S. in accounting and Master of Taxation degree. He is currently a partner at Fenstermacher & Company.
Dr. Holleran holds a JD from Villanova University School of Law and has
24 years of experience with Gawthrop Greenwood, Attorneys at Law, West Chester, PA, where he is a partner. In addition, Holleran has been a lecturer on estate planning and administration for the Pennsylvania Bar Institute since 1991.
Ray Ianni is a Certified Financial Planner™ practitioner and a Chartered Financial Consultant, with over 23 years experience working as an insurance and investment advisor. He holds a dual B.S. in Management Information Science and Finance. Currently he is the Regional Managing Director of Principal Financial Group Delaware Valley Business Center with offices in Wilmington, DE, Conshohocken, PA, Marlton, NJ, Pittsburgh PA and Bethesda MD (d/b/a Financial Advisors of Delaware Valley). Professional memberships include FPA, SFSP, NAIFA and Board Member – SFSP Delaware Chapter, and GAMA.
Andrew Fields represents the University of Delaware's Lerner College of Business and Economics as faculty administrator of the Certificate in Financial Planning. Dr. Fields holds an MBA, Master of Accountancy, and Ph.D. in business administration, and has taught business and finance at the university level since 1978. A past chair of the Department of Finance, Dr. Fields is currently Associate Professor of Finance.
Jonathan Kolle, Chartered Financial Analyst (CFA), holds an MBA and over 17 years' experience in the financial services industry. Currently with Smithbridge Asset Management as vice president and portfolio manager.
Rick Simon is a Chartered Life Underwriter (CLU) with 31 years in the financial services industry. Currently with Nationwide Provident as vice president of retirement services.
John H. Sterling is director of tax services at Master, Sidlow & Associates, P.A. He provides tax planning, consulting, and compliance services to business clients in the construction, real estate, and manufacturing industries and to individuals. He is current chair of the Delaware Society of CPAs and past chair of the Wilmington Tax Group. He is a member of the tax committees of the American Institute of Certified Public Accountants and Delaware State Chamber of Commerce and of the Legislative/Legal Rights committee of Associated Builders and Contractors. He has given discussions on tax matters to organizations such as Delaware Conference for Accountants, Construction Financial Management Association, Wilmington Tax Group and Association of Insurance and Financial Advisors as well as written articles for publications including the Wilmington News Journal and New Castle County Ledger.