Jim Petersen, PhD, MSM, MSFS, CFP®, CLF®, ChFC®, CLU®, RICP®, WMCP®, ChSNC®, CRPC®, CAP®, CASL®, AEP®
The American College Center for Military and Veterans Affairs
DISTRICT ADVISOR SUNSHINE DISTRICT, TAMPA, FL
First Command Financial Services, Inc.
Jim Petersen joined First Command Financial Services on March 25, 1983 and served in multiple positions in both the field and Home Office. A seasoned executive with almost 35 years of experience in the investment and financial services industries, Dr. Petersen is an expert in the fields of financial planning, retirement planning and leading large financial planning organizations.
Before joining First Command, Dr. Petersen was a commissioned officer in the United States Navy where he served seven years on active duty as a nuclear submariner and retired from the Naval Reserves as a Captain with almost 22 years of service. His expertise included many aspects of nuclear propulsion and submarine warfare.
Dr. Petersen received his Bachelor’s Degree from the United States Naval Academy and Master’s Degrees in Financial Services and Management from The American College. On June 1, 2017, Jim became the first financial services manager to be awarded a PhD in Financial and Retirement Planning from The American College of Financial Services. He is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Chartered Life Fellow® (CLF®), Chartered Advisor for Senior Living® (CASL®), Retirement Income Certified Professional® (RICP®), Chartered Advisor for Philanthropy® (CAP®), Accredited Estate Planner (AEP®), and a Chartered Retirement Planning Counselor (CRPC®). He is a member of Financial Planning Association (FPA), GAMA International, and the Tampa Bay Estate Planning Association. He is also President of the Alumni Board of The American College, Vice Chairman of the American College Center for Military and Veterans Affairs, and a Trustee for the GAMA Foundation. He serves as Chair of the GAMA Foundation, LAMP Committee. He and his wife, Louise, have three children.
James "Jim" Meehan, MSM
Immediate Past Chair
Penn Mutual Center for Military and Veterans Affairs
As those who’ve served our country know, being in the military is all about teamwork. And since graduating from the Naval Academy in 1986, serving as a naval officer, and then launching a career in the financial services industry, Jim has been passionate about the value of teaming with others to achieve common goals and build strong relationships.
Jim joined Penn Mutual in 2011 as Managing Partner of its Philadelphia agency, 1847Financial, based in Conshohocken, PA. He has since received recognition for several outstanding achievements, including the GAMA International Management Award and the prestigious Penn Mutual Chairman’s Award. Under Jim’s leadership, 1847Financial is continually recognized as One of the Best Places to Work in PA by the Central Penn Business Journal. Jim has also been featured in The Wall Street Journal, ThinkAdvisor, and RIA Central Advisor Newsletter.
Currently, Jim serves as the Chairman of the the Board of The American College. He is also Chair of The American College Center for Military and Veterans Affairs, which partners with Penn Mutual to award scholarships to military veterans and their spouses interested in pursuing a career in the insurance and financial services industry.
Jim graduated in 1986 from the United States Naval Academy with a Bachelor of Science in Physical Science. After serving 5 years as a commissioned officer in the U.S. Navy, Jim joined CFG in Newtown Square, PA, where he was recognized as Associate Planner of the Year in 1990 and 1991, and appointed Sales Manager in 1992. In 2000, Jim was appointed co-managing Partner at Creative Financial Group and became President of the organization in 2006.
In 2008, Jim earned a Master of Science in Management (MSM) degree from The American College. He continues to be an advocate of the College and their efforts to partner with veterans. 1847Financial also actively supports area charities, including Believe and Achieve, a foundation that provides access to basic needs for at-risk youth in local neighborhoods. In addition, Jim is a member of the Naval Academy Alumni Association, The Philadelphia Union League, Overbrook Golf Club and the General Agents and Managers Association (GAMA).
Board Member Emeritus
With more than 40 years of experience in executive search, Mike Corey is a recruiting industry icon. He specializes in financial services and all lines of insurance, and has recruited over 3,000 executives and consultants worldwide in the private sector, as well as consulting firms, not-for-profit organizations and PE portfolio companies.
Mike is currently the Managing Partner of MJC Ventures, an advisory firm dedicated to the financial services industry worldwide. His activities range from executive search, strategic and succession plan consulting to capital raising for new insurance focused ventures. Prior to creating MJC Ventures in 2011 Mike was formerly with Caldwell Partners helping build their US search practice from scratch. He previously held leadership roles at executive search firms Heidrick & Struggles and Highland Partners, Lamalie & Associates and Ward Howell. From 1984 to 1995, Mike was the sole owner, CEO and senior business developer for the Chicago Search Group, which was the largest insurance-focused boutique, retained search firm in the country. He was involved in the recruitment of insurance executives in all product lines including employee benefits. His major client for many years was Towers Perrin, where he recruited 400 consultants and was responsible for recruiting CEO's and senior executives in the life/P&C/health lines of business as well as numerous PE portfolio companies.
Mike was significantly involved with the Actuarial Foundation as a trustee and a trustee emeritus. He currently serves as a Trustee on the board of The American College. He created and continues to run an event called the Clambake, an annual event for The American College that raises donations for scholarships for Veterans and their spouses at The American College. He formerly served as a board member of Irish Life Assurance Company.
Colonel Gregory D. Gadson
Patriot Strategies, LLC
Colonel Gregory D. Gadson, a Chesapeake, VA, native, served our nation in the United States Army for more than 26 years. Gadson’s service culminated as the Garrison Commander of Fort Belvoir, where he oversaw the daily operations of the post, a strategic sustaining base where more than 50,000 military personnel and employees provide logistical, intelligence, medical, and administrative support, and command and control for a mix of more than 140 commands and agencies for the Department of Defense.
A 25-year career Army officer, Gadson’s life is a portrait of courage in the face of great adversity. In May 2007, as commander of the 2nd Battalion, 32nd Field Artillery, Gadson’s greatest challenge came in Iraq, where an improvised explosive device (IED) attack cost him both legs above the knees and normal use of his right arm and hand. Despite this, Gadson remained on active duty in the Army and continued to inspire many with his message of courage, perseverance, determination, and teamwork. Refusing to be defined by the proverbial “hail of bullets,” he has since drawn upon the lessons of pride, poise, and team, learned as a West Point linebacker, and applied them to his life, career, and family.
Commissioned as a 2nd lieutenant of Field Artillery in 1989 from the United States Military Academy at West Point, Greg served in every major conflict of the past two decades, including Operations Desert Shield/Storm in Kuwait, Operation Joint Forge in Bosnia-Herzegovina, Operation Enduring Freedom in Afghanistan, and Operation Iraqi Freedom. Greg served in various assignments throughout the world. He dedicated himself to leading the soldiers, civilian employees, and family members in living the Army values of loyalty, duty, respect, selfless service, honor, integrity, and personal courage. Greg is a passionate advocate for wounded warriors, veterans, and those with disabilities; on several occasions, he has testified before Congress on issues related to these groups.
Greg continues a very energetic and dynamic lifestyle where he continues to serve his nation as an entrepreneur and managing partner of Patriot Strategies, LLC, a government services company. He continues acting, currently in The Inspectors, a family television series on CBS. Greg is also an accomplished photographer/artist and remains active in cycling, skiing, and scuba.
Greg’s military awards include the Distinguished Service Medal, Legion of Merit (2), Bronze Stars (3), Purple Heart; the Meritorious Service Medal (3) and the Army Commendation Medal (3). He is a graduate of Command and General Staff College at Fort Leavenworth, Kansas, and holds masters’ degrees in Information Systems from Webster University, and Policy Management from Georgetown University. He holds an honorary Doctorate of Laws from Webster University.
Thomas H. Harris, ChFC®, CLU®, FLMI
Executive Vice President & Chief Distribution Officer
Penn Mutual Life Insurance Company
Tom Harris, a member of Penn Mutual’s Executive Team, is the executive vice president, Distribution and chairman, Hornor, Townsend, & Kent, Inc., a wholly owned broker/dealer subsidiary of Penn Mutual. In this role, he is responsible for profitably growing Penn Mutual’s life and annuity businesses through strong relationships with our career agents as well as independent producers, who value a direct relationship with the carriers they represent.
Tom leads Penn Mutual’s two distribution channels, the Career Agency System and the Independence Financial Network. His additional responsibilities include Annuity Distribution, Advanced Marketing, Relationship Management, the Life & Annuity Sales Desk, Professional & Practice Development, and Practice Management.
Tom’s career spans more than 28 years in all facets of distribution leadership. Previously, as senior vice president, Prudential Select Brokerage, he was responsible for growing life insurance sales through independent producers. He joined Prudential Select Brokerage in 2002 as vice president, Independent Producer Distribution. In 2004, Tom became senior vice president, responsible for Prudential Select Brokerage, where he grew Prudential’s share of life business written through Brokerage General Agents.
Prior to joining Prudential Select Brokerage, Tom was vice president, Field Sales Support. His team provided advanced marketing, product and promotional support for Prudential’s Individual Life Insurance operation.
Tom is a graduate of Temple University, with a bachelor’s degree in Actuarial Science. He is very active in the industry as a member of the AALU, NAIFA, chair of the ACLI Distribution Committee, co-chair of the ACLI Producer Licensing Task Force, trustee for The American College, and former chair of the LIMRA Brokerage Committee.
Tom and his family reside in Doylestown, PA.
Author, speaker, veteran, and in-demand international leadership expert, Tracey C. Jones is the President of Tremendous Leadership. She is passionate about lifelong learning and her career spans top positions in four major industries from the military to high tech to defense contracting and publishing. She is a graduate of the United States Air Force Academy, a decorated veteran who served in the First Gulf War and Bosnian War, earned an MBA in Global Management, and is completing her doctoral dissertation in leadership. Tracey is also a faculty member of the prestigious Institute for Organization Management (IOM) and was awarded a Doctor of Humane Letters (honorary PhD) from Central Penn College in 2017.
Tracey believes you’ll be the same person five years from now except for two things: the people you meet and the books you read. She is the author of eight books which teach character and proactive life skills to learners of all ages. She released Beyond Tremendous: Raising the Bar on Life to help others move beyond the ordinary to generate their best identity. Her latest book, A Message to Millennials, was released in 2017 and encourages the next generation of leaders by teaching the importance of followership. Her latest book, Spark: Five Steps to Igniting the Greatness Within, is due for release in late fall 2018.
She has also published five children’s books with her rescue dogs and is an active teacher in many of Central PAs schools and communities. The latest best seller from her Pups of Personality is called Pawsitive Purrsonlity Plus. She donates her time and talents traveling to other countries to teach emerging leaders entrepreneurship and character skills. She also conducts reading clubs in three State Correctional Institutes where men read transformative material and find renewed value in the life.
Tracey’s company has donated over $1.7M to local homeless shelters, recovery outreach and mission groups, disaster recovery organizations, and scholarships to local colleges in the past eight years. She is a trustee of Lancaster Bible College, and a board member of the Kosovo Leadership Academy. Tracey enjoys the outdoors, biking, traveling, spending time with her pack of rescue pets, and giving others the tools to live a tremendous life.
Tom Lynch, Admiral, USN (Ret)
Admiral Lynch retired from the U.S. Navy after a decorated 31-year career. A graduate of the U.S. Naval Academy, his naval assignments included Chief, Navy Legislative Affairs; Commander of the Eisenhower Battle Group during Operation Desert Shield; Superintendent of the U.S. Naval Academy from 1991 to 1994 and Director of the Navy Staff at the Pentagon from 1994 to 1995. He was also the captain of the 1963 Navy Cotton Bowl team with teammate Roger Staubach, its Heisman winning Quarterback. In 2010, he was awarded the USNA Distinguished Graduate Award.
After retiring from the Navy, Lynch served as a Senior Vice President for Safeguard Scientifics, where he was responsible for operations, mergers and acquisitions, and oversight of emerging partnership companies including CompuCom Systems, where he became President and COO. Following that, Lynch became a Senior Vice President for Staubach Company, now Jones Lang LaSalle (JLL).
Currently, Admiral Lynch is Executive Chairman of NewDay USA, a mortgage lending company focused on providing VA loans for active duty and retired military personnel.
He also serves as Co-Chair for the NewDay USA Foundation, Managing Director for the Musser Group, Chairman of the U.S. Naval Academy Athletic & Scholarship Foundation and Vice Chair of Philadelphia Sports Congress. Admiral Lynch serves as director of the following boards: U.S. Naval Academy Foundation, Economics Pennsylvania, and Vietnam Veterans Memorial Foundation.
Strategic Communications Executive
Heather Nauert served as Acting Under Secretary for Public Diplomacy and Public Affairs, and Spokesperson for The Department of State, from 2017 to 2019. In that dual role, she articulated U.S. foreign policy and coordinated public messaging for the Department, its leadership, and 294 U.S. embassies and consulates worldwide.
She also helped plan, execute and manage messaging on overseas trips by Secretary Michael R. Pompeo, during travel to 26 countries. Nauert was the fourth-ranking senior official at State as Under Secretary, overseeing 952 staff and a $1.2 billion budget. She was also the Department’s highest-ranking woman – all while simultaneously serving as Department Spokesperson.
Her policy knowledge and interaction with thought leaders helped to generate international support for key diplomatic initiatives, including the “Maximum Pressure” sanctions campaign on North Korea, which produced a breakthrough agreement on negotiations. Nauert provided strategic counsel to Secretary Pompeo during five meetings with North Korean officials, including Chairman Kim Jong Un, and was in a select U.S. delegation that brought home three American prisoners from North Korea in 2018.
Nauert effectively advocated for the administration’s Indo-Pacific strategy, arguing in her international visits that all nations must protect their sovereignty from economic coercion by other countries, particularly China. She was similarly an integral part of U.S. delegations who discussed directly with the Chinese their actions in the South China Sea, trade, forced technology transfer, and human rights.
She oversaw the U.S. effort to combat state-sponsored disinformation campaigns overseas and formed international coalitions to counter Russian propaganda. She secured $40 million in government funding for these programs and expanded the Department’s mission to include confronting propaganda from China and Iran.
While at State, Nauert served as board member of the U.S. Agency for Global Media, which governs taxpayer-funded foreign news services, including Voice of America, Radio Free Europe/Radio Liberty, Office of Cuba Broadcasting, Radio Free Asia, and Middle East Broadcasting Networks.
Before joining State, Nauert spent nearly 20 years as an anchor and reporter at Fox News and ABC News, where she covered many of the world’s most consequential stories, including the September 11 attacks, Operation Iraqi Freedom, and genocide in Darfur, Sudan.
Nauert was born in Rockford, Ill., and spent much of her childhood in Wisconsin. She has an M.A. in Journalism from Columbia University and received her B.A. from Mount Vernon College. She lives with her husband and two young children in New York. Nauert serves as a member of the President’s Commission on White House Fellowships and on the board of the Fulbright Foreign Scholarship Program.
Vice President, Business Transformation
As Vice President, Business Transformation, Sheri is responsible for aligning Penn Mutual’s change agents with the corporate strategy to ensure visibility and clarity. Through this alignment, Sheri builds strong cross-functional teams that create executable programs and roadmaps to achieve goals. Sheri’s strategic oversight of Penn Mutual’s change efforts and her responsiveness to new and changing priorities is evident in her 16 years with Penn Mutual.
The Business Transformation team collaborates with business partners across the organization to deliver a wide range of transformational services including project guidance, data analysis, process improvements, product ownership and team formation and coaching. Under Sheri’s direction, the Business Transformation team has been instrumental in the launch of the Accelerated Client Experience, creating an award winning digital life insurance experience for advisers and clients in only 14 months.
Prior to her current role, Sheri led highly effective teams in Product Development, responsible for overseeing the end-to-end development of life and annuity products, including continuous improvements to the process. She also leader in Operations with responsibility for multiple change efforts that modernized the operational processes, including the Life New Business program and the Client communication modernization.
Sheri hails from a family with proud military traditions. She served in the U.S. Navy with duty stations at the Naval Damage Control Center in Philadelphia, Pennsylvania and the Marine Corps Air Station in Okinawa, Japan. Her father, father-in-law, husband and son have all honorably served in the U.S. Navy. The lessons she learned through her eight-year military career have guided Sheri’s leadership style with teamwork at the center, which is evident as her team works collaboratively throughout the company.
Albert J. “Bud” Schiff, CAP®, CLU®, RICP®
Board Member Emeritus
Penn Mutual Center for Veterans Affairs
Managing Director & CEO
Alvarez & Marsal Executive Compensation and Benefits
Albert J. "Bud" Schiff is Managing Director and CEO of Alvarez & Marsal Executive Compensation and Benefits (A&M ECB).
Formerly, Mr. Schiff served as Chief Executive Officer of NYLEX Benefits, the executive benefits consulting arm of New York Life Insurance Company. Prior to that, he served as Senior Executive Vice President and a member of the Board of Trustees of the Mutual Life Insurance Company of New York (MONY).
Mr. Schiff is a graduate of the University of North Carolina at Chapel Hill and holds Pension Actuary (MSPA), Chartered Life Underwriter® (CLU®), Chartered Advisor in Philanthropy® (CAP®) and Accredited Estate Planner® (AEP®) professional designations.
In addition, Mr. Schiff formerly served in numerous insurance industry leadership roles, including: president of the Association for Advanced Life Underwriting (AALU), chairman of the International Million Dollar Round Table Top of the Table, current member of The American College Board of Trustees, past chairman and current member of The American College Foundation Board of Directors.
He is a recipient of The American College Huebner Gold Medal and its Distinguished Alumni Award. Mr. Schiff has testified as an expert Congressional witness numerous times before the Senate Finance and House Ways and Means Committees and before the U.S. Treasury and Internal Revenue Service on behalf of the life insurance and financial services industries.
Mr. Schiff is a retired U.S. Navy Captain and he is a recipient of the U.S. Navy Supply Corps Distinguished Alumni Award. He is a current member of the U.S. Navy Supply Corps Foundation Board of Directors.
An avid offshore yachtsman, Bud and his wife Jayne reside in Greenwich, Connecticut. The Schiffs have two grown children, Matthew and Kara, and they have seven grandchildren.
Desiree Kaul, CHFC®, AFC®
Desiree Kaul is a Chartered Financial Consultant® (ChFC®) and an Accredited Financial Counselor® (AFC®). She was an American College Penn Mutual Center for Veteran Affairs scholarship recipient in June 2017.
Her extensive experience in financial counseling and education includes previous work as a Personal Financial Counselor on Patrick Air Force Base, educating service members on various financial topics including the roll out of the Blended Retirement System (BRS). A Master Financial Educator and Financial Coach with the Virginia Cooperative Extension, where she provided one-on-one counseling to economically vulnerable individuals and provided classroom instruction on a variety of financial topics to help clients achieve financial stability.
She has also worked with Junior Achievement (JA) of Greater Washington, Northern California, and the Space Coast teaching financial literacy concepts to grades K-12. Additionally, she has served as a Professional Tax Preparer for H&R Block, completing personal tax returns, and counseling on tax planning.
Desiree is currently a virtual Paraplanner for MainStreet Financial Planning, where she assists her team in assuring clients achieve their financial goals. Desiree is an Army Spouse of 22 years and has one teenage son and four cats.
Kevin Crawford, MBA
Vice President, Field Learning & Development
Kevin joined Northwestern Mutual in January 2020. His team of learning and development professionals is responsible for driving business priorities through strategic learning engagements with the field. Kevin’s team owns the National Training Program, which will bring a consistent learning experience to new financial representatives, increasing productivity and retention, and ultimately delivering a consistent client experience. Kevin believes that a strong partnership with the field is essential to drive transformation and deliver results.
Kevin started his career as an Army Intelligence Officer, serving 11 years on active duty in peacekeeping and war-time operations. He finished his last 3 years as a Professor at the United States Military Academy – West Point. Kevin transitioned to workplace learning as a consultant, helping companies like Walmart, Scotts Miracle-Gro, and HP develop transformational leaders to drive growth. His last position as a consultant was as the head of leadership development for McChrystal Group, a consulting firm founded by retired General Stanley McChrystal, taking leadership lessons from over a decade of combat and applying them to the corporate environment.
Kevin transitioned from consulting to corporate learning, moving to Saks Fifth Avenue, and Hudson’s Bay Company, as the Head of Learning and Development for these retail companies. Prior to joining Northwestern Mutual, Kevin was the head of Learning and Development for Guardian’s group insurance business, where he developed and executed a strategy to transform distribution learning and development, with a focus on the learner experience.
Kevin graduated from the United States Military Academy, West Point, with a BS in International Politics. He also graduated from Harvard University with an MPA in International Security Policy and from Indiana University with an MBA. He currently lives in Mequon, WI with his wife, Eileen, and his two young boys, Jackson and Connor. They enjoy all types of outdoor activities, watching the boys play sports, and are fanatical for Army Football and the Kansas City Chiefs.