BOARD OF TRUSTEES
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Jim Tyrpak is President of Tyrpak Financial Associates, Inc., a wealth preservation and business continuity firm in Buffalo. He is past chairman of Security Mutual’s Product & Marketing Committee and is a registered principle of ING Financial Partners. A graduate of the State University of New York at Buffalo, Mr. Tyrpak received his CLU in 1984, ChFC in 1985, and MSFS in 1989. |
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Rod Hansen is Regional Vice President for Pacific Life’s South Florida Regional Office. Prior to being with Pacific Life, he served in various positions with both MetLife Brokerage’s and Prudential. Mr. Hansen earned his undergraduate degree from Stetson University in DeLand, Florida, and his MBA from Florida State University. He earned his CFP in 1976, his CLU in 1981, and his ChFC in 1983. |
CEO |
Joe Frack is Chief Executive Officer of the Society of Financial Service Professionals. A member of the AICPA, Mr. Frack is a graduate of St. Joseph's and Villanova Universities with degrees in Marketing and Accounting and served as a senior accountant with Price Waterhouse Coopers and also held domestic and international finance positions at Johnson & Johnson. Mr. Frack recently retired from the U.S. Naval Reserve with the rank of Captain after over 30 years of service with Navy Intelligence. |
Trustees |
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Richard A. Bell, |
Dick Bell is owner of Bell Financial and is affiliated with Lincoln Financial Advisors. He has served as an instructor for the CLU and CFP curriculum of the American College, Bryn Mawr, PA, for over 20 years. Mr. Bell is a graduate of Northwestern University. He earned his CLU in 1969; ChFC in 1982; MSFS and CFP in 1984; RHU in 1992 and REBC in 2002. |
R. Clifford Berg, Jr., |
Cliff Berg is vice president of Financial House, a financial planning firm in Centreville, Delaware. He specializes in advanced estate planning, charitable giving planning and investment planning. Mr. Berg earned a BS in Economics from Juniata College and a Masters of Science in Financial Services from the American College. He is a registered representative with Jefferson Pilot Securities Corporation, Concord, NH. |
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April Caudill is a Director of Advanced Marketing with Prudential Financial in Plymouth, Minnesota, where she is responsible for advanced marketing strategies, research and analysis. Ms. Caudill is the author of the pension planning column in the Journal of Financial Service Professionals and was the first place winner of the Kenneth Black Jr. Journal Author Award in 2002. A Past President of the Cincinnati Chapter, Ms. Caudill is currently active in the Twin Cities Chapter and is a member of the Association for Advanced Life Underwriting. |
Penni P. Foust, |
Penni Foust is assistant vice president, Custom Marketing Programs for Lincoln Financial Group where she is responsible for the LifeLINC program and lead generation initiatives. A recipient of both the Outstanding Young Business Woman in America and the Winning Women in the Workplace Awards, Ms. Foust received her BA in Education from University of North Carolina at Greensboro and a Masters degree from University of Virginia.; Ms. Foust earned both the CLU and ChFC credentials in 1989. |
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Patricia A. Nowak,
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Pat Nowak is a registered rep/agent and investment advisor rep with New York Life/NYLIFE Securities. Pat and her husband (also an agent) own and operate Nowak & Nowak Financial Services, which specializes in asset management, estate and financial planning. A former president of the Vermont FSP Chapter, Pat is a past state and local president of NAIFA as well as current national committee person, legislation chair, and IFAPAC co-chair. She has been a LUTC chair for more than 25 years and a moderator for over 18. |
Terry L. Owens, CLU, ChFC, CFP, LUTCF, CMFC
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Terry Owens heads up his own financial planning and employee benefits firm, Owens & Associates, in Southern Pines, North Carolina. He is currently President of the Southeastern North Carolina Chapter of the Society of FSP. Mr. Owens also served as a moderator at the 2008 Chapter Leadership Conferences. An active member of his community, Mr. Owens has held leadership positions with the Jaycees, United Way, First Health Charitable Foundation and the Southern Pines Rotary Club. |
Thomas L. Petsche, |
Tom Petsche is president of Brokerage Solutions, Inc., in Cedar Rapids, IA, where he specializes in disability income and long-term care insurance for both individuals and groups.
A former national Board member and past president of the Eastern Iowa Chapter of FSP, Mr. Petsche has served as president of the local General Agents and Managers Association and has been active with the Cedar Rapids Association of Insurance and Financial Advisors. He also serves on the national Board for the International Disability Income Society.
Mr. Petsche currently serves as a mentor at Four Oaks Group Home for troubled children. |
Geoffrey E. Pfeiffer, |
Geoff Pfeiffer is an advanced planning consultant, specializing in estate planning, executive benefit plans, and business exit strategies, for New York Life in Dallas. Mr. Pfeiffer has been active in industry associations including GAMA and NAIFA. He served as president of the Society of FSP’s Greater Phoenix and Rocky Mountain Chapters and is currently on the Society of FSP’s national board of directors. Mr. Pfeiffer is past president of the Branch Board of the Boys & Girls Clubs of Metropolitan Phoenix. |
Ex Officio |
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| Anne Rigney, JD, CLU, ChFC Newtown Square, Pennsylvania |
Anne Rigney serves as general counsel for the Society of Financial Service Professionals and associate editor for Keeping Current, a quarterly subscription service on estate and insurance planning topics. Ms. Rigney joined the Society of FSP in 1988, after completing a judicial clerkship in the Philadelphia Court of Common pleas. She is graduate of Villanova University and Widener University School of Law. She earned her CLU in 1990 and ChFC in 1992. |
