Certificate
in Financial Planning
Faculty
Each topic
in the certificate program is taught by faculty who are certified
professionals in the applicable field.
- James
Bartow, CFP®
-
Lisa Broadbent-DiOssi, LUTCF
-
Daniel Danese, CFP®, CLU, Program Director
- Christopher
Daniels, ChFC, AEP
-
DeVon Daniels, ChFC
-
Chad Fenstermacher, CPA
- Andrew
Fields, Ph.D., Faculty Administrator
- Kevin
Holleran, Esquire
- Ray
Ianni, CFP®, ChFC
-
Jon Kolle, CFA
- Craig
E. Lytle, CFP®
-
Rick Simon, CLU
- John
Sterling, CPA
-
Peter Temple, JD
James
Bartow, CFP®
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.
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Lisa
Broadbent-DiOssi, LUTCF
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.
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Daniel
Danese, CFP®, CLU
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.
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Christopher
F. “Kit” Daniels, ChFC, AEP
Mr. Daniels
is the co-managing partner and director of Daniels + Tansey,
LLP, as well as co-founder of the firm and Chief Compliance
Officer. He holds the professional designations Chartered
Financial Consultant and Accredited Estate Planner. He is
a member of the Estate Planning Council of Delaware, Wilmington
Tax Group, and the Financial Planning Association. He also
serves on the Professional Advisory Committee of the Delaware
Community Foundation. Mr. Daniels has worked in the financial
services industry for 35 years.
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DeVon
Daniels, ChFC
DeVon
Daniels is a Chartered Financial Consultant (ChFC) and Accredited
Estate Planner (AEP) with over 30 years' experience in the
financial services industry. Currently a partner and advisory
representative with Daniels, Biddle & Tansy, LLP, as well
as a Certified Divorce Planner (CDP), Certified Divorce Financial
Analyst (CDFA).
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W.
Chad Fenstermacher, CPA
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.
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Kevin
Holleran, Esquire
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.
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Ray
Ianni, CFP®, ChFC
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.
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Andrew
Fields, Ph.D.
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.
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Jon
Kolle, CFA
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.
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Craig
E. Lytle, CFP®
Craig
E. Lytle is a CERTIFIED FINANCIAL PLANNER™ practitioner
with over twelve years of experience in the financial services
industry. Mr. Lytle holds a Bachelor of Arts degree in speech
communications from York College of Pennsylvania. He is also
an MBA candidate at Wilmington University. He is a board member
of New Castle County, DE NAIFA and of the Delaware Chapter
of Society of Financial Services Professionals. He is president
of Income & Estate Planning Partners, P.A. which specializes
in working with independent professionals to further develop
the insurance components of the financial planning process
within their practice.
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Rick
Simon, CLU
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.
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John
H. Sterling, CPA/PFS, CFP®
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.
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L.
Peter Temple, JD
Peter
Temple has been practicing law in Pennsylvania since 1973
and is currently is managing partner of Larmore, Scarlett,
Myers & Temple where he is in charge of the estate administration
and estate planning departments. Has lectured on the topic
of estate planning and estate administration before the Pennsylvania
Bar Association, the Chester County Bar Association, the Chester
County Bench-Bar Conference, civic groups, Kennett Area Senior
Center, and other institutions. He has been noted in the Who's
Who of American Law and the Who's Who of Executives and Professionals.
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