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| Current Officers and Directors |
 Edwin P. Morrow
CLU, ChFC, CFP®, RFC®
Chairman & CEO of IARFC
Financial Planning Building
P.O. Box 42430
Middletown, OH 45042-0430
Phone 513 424 6395 x11
Fax 513 424 5752
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.
He was involved in the initial formation of the financial profession with Loren Dunton.
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. |
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.jpg) H. Stephen Bailey
CEBA, LUTCF, CEP, RFC®
President of IARFC
HB Financial Resources
5509 Monroe Road
Charlotte, NC 28212
Phone 704 563 6844
Fax 704 563 1571
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. |
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.jpg) Lester Anderson
RFC®
V.P. of IARFC
Cetera Financial Group
4194 Highglen Trace
Dacula, GA 30019
Phone 866 643 6196
andersonl@cetera.com |
Les draws from a successful career spanning over 35 years of sales, marketing and investment experience.
Author of the book "You Are The Product - Powerful Self-Marketing For Practicing Professionals" and his seminars titled the same, have been attended by over 50,000 industry professionals worldwide.
Undergraduate work at the University of Louisville and East Carolina University in psychology and his MBA from Wake Forest University gives him a unique perspective into the behavioral patterns of both sales professionals and investors.
As a graduate of the Securities Industry Institute at the Wharton School, University of Pennsylvania, Les has returned often to the institute as an instructor. He is a regular speaker at industry association meetings and events, and has contributed articles for financial and trade publications in the U.S. and abroad, including Registered Representative, Financial Planning and Financial Alert. |
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.jpg) Jeffrey Chiew
DBA, CLU, ChFC, CFP®, RFC®
IARFC Asia Management
No. 44-2, Jalan 27/70A
Desa Sri Hartamas
50480 Kuala Lumpur, Malaysia
Phone 904 642 0033
jefferychiew@gmail.com |
Dr. Chiew is the foremost financial advisor in Malaysia, and a 22 year veteran of MDRT. He has produced the Financial Planning Forums in Kuala Lumpur and lectured before numerous workshops of life agents and financial advisors. His firm, Platinum Estate Planners, has over 60 associates that deliver a high level of comprehensive fee-based financial planning and product solutions.
As Greater Asia Chair for IARFC he is responsible for developing the Financial Advisor Forums, classes and courses in Malaysia, Singapore, Indonesia, the Philippines and now in Thailand. He is frequently quoted in local magazines, and his latest book, Colors of Money, addresses the most effective ways to communicate financial planning concepts. The Dunton Award will be presented to Jeffrey at the International Dragon Awards conference in Chaing Mai, Thailand, in August 2005.
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.jpg) Wilma G. Anderson
RFC®
Senior Care Associates, Inc.
P.O. Box 631940
Littleton, CO 80163
Phone 720 344 0312
Fax 720 344 3663
wilma@criticalIllnesscoach.com |
Throughout the insurance and financial industries, Wilma Anderson is known as The LTC Coach for insurance companies and their Agents.
In her work as The LTC Coach, Wilma draws on over 35 years of sales experience. Her undergraduate and graduate work were completed at Northwestern.
Wilma has authored The System To Sell 400 LTC Policies A Year! and Annuity Sales Gold! which give Agents the complete systems they need to sell more LTC and annuities in their practice or Agency. She has also produced a series of 4 DVDs that offer the complete step-by-step methods she uses to sell LTC & annuities to clients and prospects. A combination of the sales systems and videos will give any Agent or financial professional the opportunity to skyrocket their LTC and annuity sales and substantially improve their closing ratios too.
She has designed Seminars, workshops, and training programs to target the 50 or better prospect. These programs are designed to meet the specials needs of insurance companies who invest in training curriculums for their Agents. Wilma has found a method of selling more than 1 product to the established investor and can easily be duplicated in your own practice or Agency.
On a more personal note..
Wilma is a gourmet cook who always loves a new recipe and often surprises her friends with new tastes and smells. She loves poking through antique stores in little towns and looks for one-of-a-kind pins, especially cameos from the early 1900s. Hiking in the mountains is a favorite pastime in the Summer & Fall and in the Winter youll always find her ready for snowshoeing! When Spring arrives, Wilma heads for the Caribbean or Mexico for scuba divingand finds wonderful out-of-the-way restaurants with new recipes to try! At home there are 2 comical Irish Water Spaniels who greet visitors happily with a tennis ball & theyre ready to play! She is a Volunteer at the local hospital and actively supports Guide Dogs for the Blind, World Vision, and the United Way.
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 Edward J. Ledford
CLU, RFC®
V. P. of IARFC
Foresters Financial Partners
1419 Sedona Drive
Carmel, IN 46032
Legacy Solutions, LLC
1419 Sedona Drive
Carmel, IN 46032
Phone 317 569 9331
Fax 317 245 2239
Phone 317 573 2250
Fax 317 573 2254
eledford@forestersfp.com |
Ed Ledford is the Vice President of Business Development of Foresters Financial Partners. He brings 30 years experience in sales and agency building for insurance and investment oriented firms, Eds specialty is assisting producers and marketing organizations in effectively growing their business.
Foresters Financial Partners is a national organization that supports independent financial advisors in the growth and development of their business by providing expert solutions to the planning needs of their clients.
Prior to joining Foresters Financial Partners, Ed was the President of MarketShare Financial, a national producer group. His prior experiences include a successful career in senior management positions with several major insurance companies directing sales, marketing, business development, recruiting and strategic planning. Ed is a frequent presenter to financial advisors on How to Build a Great Business and has been a featured speaker at industry and association meetings.
Ed is the Founder of Legacy Solutions, LLC and creator of the Legacy Passport. This turnkey online system is designed to help people preserve their values, beliefs and life experiences for future generations of people important to them. It is available at www.legacypassport.com.
Ed is a Director of the International Association of Registered Financial Consultants and a member of the LOA Advisory Board. Ed previously served as Vice Chairman for the Indiana Financial Services Foundation for Education and has sat on numerous insurance company and broker dealer field advisory boards. He is a member of the Society of Financial Services Professionals, the International Association of Registered Financial Consultants and NAIFA. A Series 7 and 63 registered representative, and is life, accident and health insurance licensed. Ed resides in Carmel, Indiana with his wife Ann and their three children. He enjoys coaching, golf, travel and reading.
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 Inshan Meahjohn
RFC®
Inshan Meahjohn
Emerald International LTD
#17 Marli Street
Port of Spain West Indies
Phone 868 628 1079
imeahjohn@altuscompany.com |
Inshan is president of Altus Company Ltd, bringing his well-rounded wealth of knowledge and experience to this world-class wealth management corporation; he is an experienced, performance-driven, highly motivated executive with over twelve years of experience.
Inshan's educational background includes an Honors Degree in Management from Glamorgan University in Wales, as well as several business diplomas. He is also a qualified registered financial consultant. He is a member of the worldwide body of Association of Business Executives. He also participated multiple times in international leadership training in Paris.
Inshan was the youngest insurance and financial agency manager in the Caribbean at Life of Barbados. He quickly assumed a leadership role in the industry, his natural aptitude for training being swiftly utilized in this arena.
He has successfully carried out financial training in many institutions throughout the Caribbean, Central and Latin America.
He also serves on several boards - Altus Company Ltd, NGSA Ltd, International Association of Registered Financial Consultants (Caribbean) (Founding President), Caribbean Atlantic Financial Holdings, West Africa. He also serves as the vice president of the Mercy Foundation, which is geared towards the improvement of impoverished individuals in the region.
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.jpg) William L. Moore
Pharm D, CLU, ChFC, FIC, RFC®
Bill Moore
Kinder Brothers International
17110 Dallas Parkway, Suite 220
Dallas, TX 75248 O: 800 372 7110
Phone 214 458 4154
Fax 972 250 3681
wmoore@kbigroup.com |
Bill Moore, KBI Senior Consultant, has 25 years experience in the Financial Services Industry and an immense knowledge of Sales & Marketing, Management Development, and Agency Building. Bill began his insurance career in 1977 as an agent with Mutual of New York.
Moving into management, he integrated the Kinders systems and concepts as an Agency Builder for MONY. In 1982, he took this education and experience to the home office when he became Field Director of Development for both the sales force and the sales management at MONY.
Based on his practice and understanding of the industry, Bill is a natural at providing companies the assistance needed to build strong management talent. His work includes all segments of the Financial Services business: Producers, Agency Heads and Home Office Executives. Bills principal focus as a KBI consultant is developing sound and fundamental management. His consulting experience includes companies in the United States, along with extensive work in the Pacific Rim.
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 Michael W. Moeller
MA, CFP®, CFS, ChFC, RFC®
Moeller Financial Advisors, LLC
265 West Main Street
Plain City, OH 43064
Phone: 614 873 0763
mike@moellerfinancial.com |
Mike is a 1975 graduate from Franklin University, where he earned a B.S. Degree in Business Administration and he is a 1978 Graduate from Central Michigan University, where he earned a Masters Degree in Business Management. He also graduated and completed the College for Financial Planning program in Denver, CO and is a Certified Financial Planner. He also completed the Chartered Financial Consultant program offered by the American College of Brian Mawr, PA. And the Registered Financial Consultant, education program – the Financial Planning Process™. Mike is also a member and director of the IARFC, International Association of Registered Financial Consultants, and he has personally advised the IARFC on the design and conduct of the Financial Planning Process™ course.
At the age of 29, Mike was elected as Mayor of Plain City, OH at the time the youngest Mayor in OH. He managed a budget of well over $2,000,000. He helped to keep taxes to a minimum and brought business to the community such as the Der Dutchman Restaurant, today the largest employer in the area.
Mike is a Registered Investment Advisor and has an extensive background in the insurance, investments, estate planning and taxes.
Mike has completed the Certified Fund Specialist program through the Institute of Business and Finance, La Jolla, CA, a fully accredited and is the oldest designation in the mutual fund industry.
Few advisors and brokers really understand how funds interact with other parts of the portfolio or how this investment vehicle should be analyzed. Criteria such as alpha, beta, correlation coefficient, first-auto correlation, R-squared, and standard deviation should be incorporated in the selection process.
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 Bill Nelson
RFC®
Secretary of IARFC
Learning Institute for Financial Executives
3195 Dayton-Xenia Rd., Ste. 900-385
Dayton, OH 45434
Phone 937 506 4088
billn@nelsonlearninginstitute.com |
Bill Nelson, Chief Executive Officer of Nelson Financial Group, Inc., in Dayton, Ohio, is considered one of the foremost seminar-marketing experts in the nation. Having conducted Successful Money Management seminars as well as Retirement Symposium at area colleges for over ten years.
Bill has been in the financial services industry for over 37 years and specializes in working with retirees in retirement distribution planning. He is considered to be in the top echelon of all financial services professionals nationwide.
Both Bill and his wife, Phyllis Nelson hold the RFC designation and have been responsible for training over 500 graduates of the extensive multi-session Learning Institute for Financial Executives (LIFE School). The LIFE school trains financial advisors how to re-orient their clients and prospects to deliver “Planning from the Net Perspective”.
While in personal production, Bill set records at several insurance companies, including the achievement of $1 billion of insurance on a 15-month period!
Bill’s latest endeavor has been the Retirement Unlimited Seminar System, featuring his copy righted material, produced by Emerald Publishing.
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 Roslyn H. Overton
Ms, Ph.D., CFP®, RFC®
IARFC, V.P. of Academic Affairs
Mid-Atlantic Securities
254-18 Northern Blvd., Suite 5
Little Neck, NY 11362
Phone 718 631 4000
Fax: 718 569 0687
roverton@nyfinancial.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. |
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 Jeff Rattiner
CPA, CFP®, MBA, RFC®
JR Financial Group, Inc.
6410 South Quebec Street
Centennial, CO 80111
Phone 720 529 1888
jeff@jrfinancialgroup.com |
| Jeffrey H. Rattiner, CPA, CFP®, MBA, RFC® has been a fixture in the personal financial planning profession for over 25 years. He has done it all. As a leading educator, author, practitioner, and industry organization executive, he has experienced financial planning from a perspective most of us have never seen up close. Having worked at three of the major membership and licensing organizations for our profession, running a small tax and financial planning practice, Jeff keeps himself very busy. He has written many books, edited industry trade journals and newsletters, been featured as a columnist in various trade publications, and has been a featured speaker on a host of very important topics in our profession for many years. |
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 Ruben Ruiz
CLU, ChFC, MSFS, RFC®
Treasurer of IARFC
Money Concepts
311 Cheatham Street
P. O. Box 1186
San Marcos, TX 78666
Phone 512 396 2437
Fax 208 279 1073
rruiz@moneyconcepts.com |
Ruben is a regional director for Money Concepts, International, and President & CEO of Money Concepts Planning Centres in San Marcos and San Antonio. He has been expremely successful in assisting his representatives to serve an increasing clientele through effective presentation of seminars.
He is the author of The One-Hour Hispanic Millionaire, a book that shows all Hispanic-Americans how to have the freedom and the right to become a millionaire - and of course how to achieve it. His book has a companion website www.OneHourhispanicMillionaire.com that receives a great deal of attention.
A dedicated financial professional since 1974, he has rigorously pursued his education after graduating from Southwest Texas University, acquiring the Certified Senior Advisor designation, the CLU and ChFC designations from the American College, and most recently his Masters in Financial Services. |
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 TBA
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