Pioneering Thought Leaders
Dedicated to Building Practical Knowledge
The Center is committed to generating insights that solve key problems and promote financial security in the fields of goal-based planning, wealth management, and more.
Center Leadership
Michael Finke
PhD, CFP®
Professor of Wealth Management, WMCP® Program Director, Director for the Granum Center for Financial Security, Frank M. Engle Distinguished Chair in Economic Security
Read Bio01 / 00
Michael Finke
PhD, CFP®
Professor of Wealth Management, WMCP® Program Director, Director for the Granum Center for Financial Security, Frank M. Engle Distinguished Chair in Economic Security
Read BioOur Strategic Guides
Jack Horgan CFA, CFP®,
J.P. Morgan Wealth Management
Scott Hintz CFA, CPCU,
State Farm
Amanda Lott CFP®,
J.P. Morgan Private Bank
Brooke Juniper CFA, CAIA,
Blackrock
Jeff Levine CFP®, CPA/PFS, CWS,
Focus Partners
Dylan Huang,
New York Life
Mike Schultz CFP®,
Edward Jones
Beth Renner CAP®,
Wells Fargo
Peter Richardson JD, CFA, CFP®,
Northwestern Mutual
Kevin Crawford MBA,
Northwestern Mutual
Tim Gillespie,
Bank of America
David Patchen MBA,
Raymond James Financial Inc.
Robert Williams MBA, CFP®, CPWA, RICP®, CRPC,
Charles Schwab
Susan Winklebleck,
TIAA
Scott A. Winslow, MSFS, ChFC®,CLU®,RICP®,AEP®, CCFC,
Nabell Winslow Investments
Chet Bennetts, CFP®, CLU®, ChFC®, RICP®, CLF®,
The American College of Financial Services
Rick Miller Ph.D, CFP®,
Sensible Financial Planning and Management
George Karris MBA,
Cetera Financial Group
Rigor, Research, and Relevance Fuels the WMCP®
Our industry-leading insights have inspired our Wealth Management Certified Professional® designation. The delivers a unique and comprehensive overview of goal-based wealth management.
Meet Our Donors
Center Founding Partner & Sponsor
Meet Our Partners in Philanthropy
National Strategic Philanthropic Partners
National Philanthropic Partners
