Workforce Development Advisory Group
Group Members
The Workforce Development Advisory Group is responsible for driving the Center’s efforts to improve the health of the profession’s talent pipeline by attracting and retaining the next generation of financial planners. The group is composed of experts on talent acquisition and retention, leaders from financial services firms, heads of CFP Board Registered Programs, and outside experts. Members of the group played an important role in developing the Center’s Guide to Careers in Financial Planning for students, graduates and career changers.
Chief Executive Officer and Co-Founder
FiComm Partners
Yusuf Abugideiri, CFP®
Partner & Senior Financial Planner
Yeske Buie
Katie Cullen, CFP®
Director, U.S. Wealth Advisory, Advisor Insights
BlackRock
Luke Dean, Ph.D.
Associate Professor of Financial Planning
Utah Valley University
Chris Elliott
Vice President, HR and Talent Acquisition
Charles Schwab
Annie Haehl
Senior Director, Field Talent Acquisition and Growth Initiatives
Northwestern Mutual
Craig Jones, JD, MBA, CPWA
Managing Director and Chief Diversity Officer
The Colony Group
Kathleen Sindell, Ph.D.
Program Director, Finance and Economics Departments
University of Maryland Global Campus
Mark Tibergien
President
Mark Tibergien Insights, LLC
Mark Wernig, CFP®
Partner, Co-CEO & Wealth Advisor
CI Dowling & Yahnke Private Wealth