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Home > About IARFC > Officers and Directors

Current Officers and Directors


Edwin  P.  Morrow
CLU, ChFC, RFC
Chairman & CEO of IARFC

IARFC
Financial Planning Building
PO Box 506
Middletown, OH  45042-0430

Phone: 513 424 6395
Fax: 513 424 5752
Email: edm@iarfc.org


Ed Morrow entered financial services in 1963 and founded Financial Planning Consultants, based in Middletown, Ohio in 1969 to provide comprehensive planning services to business owners and executives. He has been an active participant in nearly all of the professional organization is the financial services industry.

His firm started producing comprehensive plans in 1968 and by 1970 they were accepting as clients only individuals and business owners on a "fee plus commission" basis. He was involved in the initial formation of the financial profession with Loren Dunton. Ed founded Confidential Planning Services to bind over 60 firms who wished to offer planning to corporate executives.

He started using computers in his practice in 1970, and lectured across the U.S. on the use of computers in financial services during the seventies and eighties. He was the author of "How to Computerize Your Financial Planning Practice" published by the College for Financial Planning in 1990. Author of seven software programs, he is a consultant to financial advisors, insurance companies and broker/dealers in the areas of practice management and computerization. He developed the Practice Builder Financial a client relationship management program used by 3,000 planning firms, and Client Builder Financial, a presentation system for financial advisors.

He has lectured on financial planning, practice management and marketing in Britain, Canada, Australia, Malaysia, Hong Kong, China, India, Greece, Trinidad, Taiwan, Thailand, Indonesia and Philippines, and has been responsible for getting the many financial planning courses established in Asian countries.

Ed is a frequent speaker and writer on practice management and technology for such organizations as the FPA, MDRT, NAIFA, SFSP, and IARFC. He has published over 1000 professional articles, 20 practice management manuals and three books: Computerizing your Financial Planning Practice, The Complete Millennium Preparation Guide and Personal Coaching for Financial Advisors.


H.  Stephen  Bailey
CEBA, LUTCF, CEP, RFC
Vice Chairman

HB Financial Resources, LTD
125 Floyd Smith Drive, Suite 100
Charlotte, NC  28262

Phone: 704 563 6844
Fax: 704 563 1571
Email: steve@hbfinancial.com


As founder and President of HB Financial Resources, Ltd., Steve has more than 20 years experience in the financial services industry. He has been active in several professional associations, and has also earned the LUTCF and CEBA designations. As a member of the IARFC board, he has taken on the responsibility of the Membership Development and holds the office of President.

His professional practice includes hosting a radio show, as well as publishing many articles in local publications. He also served as an LUTC instructor and is assisting IARFC in developing its new courses.

Steve is the past president of the Charlotte Association of Insurance and Financial Advisors, which under his leadership achieved the largest local membership increase in the nation. Later as Vice President of the North Carolina Association of Insurance and Financial Advisors, Steve won the NAIFA award for the largest percentage of membership increase in the U.S.

Steve has been in the process of transitioning the direction of HB Financial to his son, Jarod and daughter, Stephanie, both of whom are IARFC members.


Michelle  K.  Blair
RFC
Director

The Design Capital Planning Group Inc.
720 Smithtown Bypass, E-Wing
Ste D
Smithtown, NY  11787

Phone: 631 979 6161 x101
Fax: 631 979 6147
Email: mblair@designcapital.com


Michelle K. Blair, RFC is the Vice President of Office Operations at The Design Capital Planning Group, Inc. in Smithtown, NY. Michelle has over thirty years experience in the business world and is a former small business owner. During her time as a business owner/operator, she managed a staff of 10. and was responsible for all business decisions including daily office activities, staff development, and financial management. Many of her employees were with the company for more than 20 years, proving her ability to direct, manage, and provide a pleasant work environment.

Michelle's position at Design Capital consists of marketing, manpower development and management. She is responsible for the training and education of the existing staff as well as recruiting new hires. Her role combines Human Resource and Office Management functions to obtain a solid consistency in staff management. Michelle also coordinates and implements the educational workshops and courses offered by The Institute for Financial Education. In April 2012 she had an article printed in The Register, titled Education is Always a Work in Progress!, on the topic of The Financial Planning Process Course and its educational value. Taking this course and gaining her RFC designation was a turning point in her career, causing her to focus on continued education for personal and professional growth.

Michelle is a member of The Financial Planning Association, The Women's Financial Group, The Hauppauge Industrial Association, The Smithtown Chamber of Commerce and other organizations. She regularly attends the Society of Financial Services Professional monthly meetings and is active in local networking events. Michelle was recently nominated for The Athena Women in Leadership Award 2014 and participated in the ceremony at Oheka Castle, Huntington NY. Through her diverse network of associates, she formed a Board of Ambassador's for The Institute for Financial Education. The Board members come from varied fields of expertise, including financial management, insurance, law, education, and general business.

Michelle and her husband, Howard, her small business partner from 1973-2007, have been married since 1972 and have 2 daughters and 4 grandchildren. Her oldest daughter, Dr. Robyn Blair, is a Pediatrician as well as, Director of Pediatric Residency at the Stony Brook University, and her husband is an Officer for Homeland Security. Her younger daughter, Lori Walsh, is a 3rd grade teacher and her husband is an Equities Analyst. Everyone resides on Long Island.


Isabel  J.  Cooper
RFC
Director

Edelman Financial Services
20098 Ashbrook Place
Suite 230
Ashburn, VA  20147

Phone: 703 227 0563
Fax: 703 818 1910
Email: icooper@ricedelman.com


Isabel J. Cooper is a Director of Financial Planning with Edelman Financial Services LLC. She advises clients in all areas of personal finance, including retirement planning, investments, college planning, insurance and estate planning. She is an Investment Advisor Representative with Edelman Financial Services LLC., and also a Registered Representative with Sanders Morris Harris Inc. where she holds her NASD securities licenses. Isabel has more than 12 years of experience in the financial services industry.

Prior to joining Edelman Financial, Isabel was an Investment Advisor Representative with Eagle Strategies at New York Life where she was a member of the Executive Council and Million Dollar Round Table. Prior to joining New York Life, she was a Financial Advisor, Certified Financial Manager, with Merrill Lynch providing financial advice to mid-high net worth clients. Isabel also worked for JP Morgan Chase in both their Investment Banking and Private Client Groups where she was an integral part of a team that provided corporate advisory and financing solutions for Fortune 500 companies and for the NBA and NFL team owners and affiliates.

Isabel received her BS in Commerce from the University of Virginia McIntire School of Commerce in 1987 and her MBA from the University of Virginia Darden School of Business in 1994. Isabel is state insurance licensed in Virginia and also has the Certificate in Financial Planning from Virginia Commonwealth University School of Business.

She is an active member in her local church and several professional and social organizations.


Peter  J.  DArruda
RFC
Director

Capital Financial Advisory Group, LLC
1500 Town Side Dr 2nd FL
Apex, NC  27502

Phone: 919 657 4201
Fax: 919 882 9884
Email: pete@capitalfinancialusa.com


Mr. D'Arruda is a Registered Financial Consultant, Fiduciary, and Investment Advisor, as well as the President and Founding Principal of Capital Financial Advisory Group, LLC. Known best as "Coach Pete", he has been providing financial advice for over 20 years.

Peter is a graduate of the University of North Carolina at Chapel Hill and a former day trader who made a fortune during the dot com boom of the 1990s, only to lose it all during the crash of 2001. This experience is what motivates Coach Pete to protect his clients from financial ruin. Since 2006 Coach Pete has also been the host of the nationally syndicated radio and television program, Financial Safari. He has authored four popular financial books and co-authored four others.

Coach Pete is a resident of Cary, North Carolina and is happily married to his wife, Kimberley. He enjoys spending time with his daughter Carrie, as well as researching the latest financial tools and market developments. Each year, Coach Pete educates area investors and financial professionals by holding educational seminars open to the public. He is also a highly sought after speaker and has been in many magazines, websites, articles, newspapers, radio programs and television shows including CNN Finance, Fox Business News, Smart Money, MSNBC, Bankrate.com, Yahoo! Finance, Thestreet.com and many more.

In May 2013 "Coach Pete" was featured on the cover of the Register. His compete interview is available online in the Archives at www.iarfc.org. On April 30th, 2014 he will present at the Impact Branding workshop in Las Vegas the day before the National Plan Competition Finals.


Rosilyn  H.  Overton
Ms, Ph.D., CFP, RFC
IARFC, V.P.

Mid-Atlantic Securities, Inc.
98 Cutter Mill Road, Suite 273
Great Neck, NY  11021

Phone: 718 631 4000
Fax: 718 569 0687
Email: roverton@masecurities.com


Rosilyn H. Overton, is Assistant Professor of Business Administration and the Graduate Coordinator for Finance at New Jersey City University. She designed the curriculum and wrote most of the courses for the Master of Science in Finance at NJCU, including its registered CFP Certification Education program. Her paper, Designing a Graduate Curriculum: Use of Credentials to Enhance Student Portfolios, was chosen Best Paper at the 2004 Conference on Teaching and Learning. She is also a principal (partner) in Mid-Atlantic Securities, Inc. and owner of its New York office. She is an expert in investments and retirement planning, particularly pension plans for closely held businesses. She specializes in financial consulting and investment advisory services to business owners, pension plans, and trust funds. Ms. Overton is Past President of the New York Chapter of the International Association for Financial Planning, the largest and oldest organization of financial planning professionals, and has served as the Chairman of its Wall Street Division. She is Past Chairperson of the Financial Planning Association of New York.

She founded Brown & Overton, registered investment advisors, and its predecessor company, R. H. Overton Company, and has more than 30 years experience in the financial services business. In her capacity as a partner in Mid-Atlantic, she spearheaded the formation of its fee-based registered investment advisor division. Before Brown & Overton, Ms. Overton was Vice President, National Marketing Director - Investment Products for the Manhattan Life Insurance Company, and a Vice President of E. F. Hutton & Co. She was an Account Executive for Merrill Lynch, and an Economist at AT&T and Citibank. Her book for stockbrokers, Solving Client Problems, was published by the Financial Services Institute, Cincinnati, Ohio.

She was named Business Woman of the Year in New York City, was an Outstanding Young Woman of America, and is listed in Who's Who in Finance and Industry and Who's Who in America. She was named Outstanding Businesswoman of Queens, NY in 1998. An active author and lecturer, she has written numerous newspaper and magazine articles on business, insurance and financial subjects, and has made many appearances as a financial authority on CNBC, CNNfn, the Financial News Network, the CBS Morning News, the Monitor Channel, and various other television and radio shows.

Ms. Overton earned a M.S. in Economics from Wright State University in Dayton, Ohio, where she also earned a B.S. in Mathematics and Computer Science. She completed her Ph. D. program in Business at Capella University. She earned her Certified Financial Planner education component and her Chartered Retirement Plans Specialist designation through the College for Financial Planning in Denver, Colorado. She taught Investments, Estate Planning, Risk Management and Pension and Retirement Planning in the Certified Financial Planner program of the Pace University Lubin Graduate School of Business for more than 17 years.

Ms. Overton is a member of the Queens Chamber of Commerce and is a Past President of the Flushing Rotary Club. She is Executive Vice President of the Board of Trustees of the Flushing Council on Culture and the Arts and a Past President of the Zonta Club of New York, has served on the Board of Directors of the New York State Federation of Business and Professional Women, and is a Past President of the Gotham Business and Professional Women. She is married and has two children. A native of Texas, Ms. Overton resides in Flushing, NY.


Jon  M.  Rogers
Ph.D., CLU, ChFC, RFC
IARFC, Treasurer

Rogers Financial Group, L.L.C.
P.O. Box 10767
Greenville, SC  29603

Phone: 864 250 1376
Fax: 864 250 1377
Email: jon.rogers@rogersfinancialgroup.com


Jon M. Rogers, PhD, ChFC, CLU, RFC is a family man married to Jeanette O. Rogers, the father of three daughters, and the grandfather of 10 grandchildren. Jon brings over forty years of financial investment experience with a Ph.D. in Financial Management.

With quantifications in asset management, Jon specializes in the development of financial plans with major emphasis on wealth accumulation, retirement planning, investment planning and estate planning.

Jon is also an Adjunct Professor at Webster University and North Greenville University teaching Finance, Marketing, and Business. Along with his knowledge in the financial arena, Jon brings a lifetime of practical experience to the planning table.

* Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Investment advisory services are offered through Rogers Financial Advisory Group, LLC, a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Insurance Services offered through Jon M. Rogers are not affiliated with Royal Alliance Associates, Inc. Tax Preparation Services offered through David S. King are not affiliated with Royal Alliance Associates, Inc.


Nicholas  A.  Royer
RFC
Secretary of IARFC

Group 10 Financial, LLC
941 West Morse Blvd.
Suite 100
Winter Park , FL  32789

Phone: 844-476-8710
Fax: 844-476-8710
Email: nickroyer@group10financial.com


Nick Royer is one of the principals of Group 10 Financial, LLC established in 1965 with offices in Orlando, Florida, Cincinnati, Ohio, and Peoria, Illinois. He is a keynote speaker at many professional conferences, educating professionals, financial advisors, business owners and retirees on strategies to take their finances and success to the next level.

Nick cohosts the Financial Safari Radio Show with Nick & Jerry Royer on numerous stations and he makes appearances on NBC and ABC as a financial TV analyst, commentator, and trusted financial advisor.

In 2012 Nick presented at the IARFC Caribbean CE @ SEA cruise conference. He has authored countless financial articles and has received awards from a variety of companies including Insurance Pro Shops annual Prudent Man Award for being recognized by his peers for the practice of Prudent, Qualified, and Responsible Client Service.

Nick was nominated as a Top Leader Under 40 Years Old and recently was awarded the 5-Star Professional Wealth Manager for 2014.

Nick is married to his wife of over 10 years Kimberly and they have two great children.


Rik  J.  Saylor
RFC
Director

Rik Saylor Financial, Inc.
1241 Nilles Road
Fairfield, OH  45014

Phone: 513 829 8888
Fax: 513 829 8863
Email: rik@riksaylorfinancial.com


For over 30 years, Rik has helped hundreds of families grow, protect, use and pass wealth. Rik?s development of an independent firm allows him the liberty of providing holistic financially objective advice to the families served. Taking the time to listen and learn about each client?s unique situation is essential. Rik provides recommendations only after an understanding has been attained. As an Investment Advisory Representative, Rik offers truly comprehensive financial planning with awareness to lifestyle and income needs. His ?team? approach by planning collaboratively with CPAs, insurance agents and attorneys, assists in the navigation into a competent, successful financial future, to ensure for the ultimate passing of assets to heirs.

Rik is securities and insurance licensed. He holds the Life, Health and Annuities licenses in California, Florida, Indiana, Kentucky, Ohio, Oregon and Tennessee. In addition, Rik has the FINRA licenses Series 6, 7, 24 Registered Principal and 66 Investment Advisory Representative. Rik has also earned the designation of Registered Financial Consultant.

Rik actively supports Hospice and has served as "honorary" chairperson multiple times. The Joe Nuxhall Character Education fund, the Miracle Fields, the Yellow Ribbon and the Wounded Warriors are just a few of his favorites. Member of the Fairfield Chamber of Commerce and the 2010 Business Person of the Year.

Rik is an avid reader and shares his knowledge serving as a volunteer instructor for the OLLI program (Osher Lifelong Learning Institute) at the University of Cincinnati, the University of Dayton and Miami University?s Institute for Learning in Retirement.

Host of "The Rik Saylor Financial Wealth Management Hour", Rik shares his experience on a weekly basis with listeners on the internet and radio, enlightening them to make better financial decisions.

Advisory services offered through Rik Saylor Financial, a Registered Investment Adviser. Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, and a Registered Investment Adviser. Rik Saylor Financial and NPC are separate and unrelated companies.

In September 2013 Rick was featured on the cover of the Register where his interview was centered around his viewpoints on results based marketing.


Angie  D.  Trandai
CEP, CFP, RFC
Director

Trandai Financial Solutions, LLC
6892 Vista Park Blvd
Orlando, FL  32329

Phone: 513 289-4722
Fax: 407-207-1023
Email: angie@trandaifinancial.com


Angie earned a Bachelor of Science in Chemical Engineering from University of Illinois at Urbana-Champaign and worked more than 12 years at Procter and Gamble. With her unique education: "thinking out of the box" and "troubleshooting" skills, combined with her compassion of caring for others, she effectively develops solutions to help her clients reach their goals.

There is heart in everything Angie does. Angie has been recognized into the prestigious rank of Stanford Who’s Who for her phenomenal work in the financial services industry. Throughout her brilliant professional career, Angie has routinely exhibited the passion, vision, and dedication necessary to be successful in helping others. She was awarded the Top Five Star Wealth Manager Award (2009-2013) in Cincinnati, OH.

Angie is married and has two daughters, who are currently in college. Her hobbies include cooking, eating foods around the world, and traveling.














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