|
Dodge H. Biaett, CFP®, JD, EA 
Dodge Biaett is a semi-retired financial advisor and consultant in private practice. Dodge teaches Insurance Planning and Risk Management, Retirement and Employee Benefits Planning and Fundamentals of Financial Planning.
Course/Instructor Reviews
"Very helpful and eager to assist...thorough knowledge of module material...clearly demonstrated his expertise..."Very professional and sincere."
“Dodge Biaett used real life examples to bring the material “to life” - people remember stories better than they remember facts through sheer memorization. He had an effective teaching technique.”
“I found the idea that retirement planning done correctly is a “lifesaver” essential. A little forethought can make
a huge difference in the outcome.”
Gary Clement, CFP® 
Gary Clement is president of Clement Asset Management and a successful graduate of the Oglethorpe Financial Planner Program. Before establishing his own company in 2006, Gary worked as a financial advisor for J.P Turner and Morgan Stanley and a business development specialist for E* Trade Securities. Gary teaches Fundamentals of Financial Planning and Investment Planning.
Course/Instructor Reviews
"Always took time to answer questions."
"He taught in a way that makes it easy to take notes."
Steven H. Bontempi, Esq. 
Steven H. Bontempi is President/CEO of Strategic Financial Services. He is the founding partner of the Atlanta Business Planning Group, an insurance and financial services group based in Atlanta. Steven teaches Insurance Planning and Risk Management, Fundamentals of Financial Planning and Estate Planning.
Course/Instructor Reviews
"Tremendous", "Very personable & extremely helpful. I had to call him with some questions and he was responsive, friendly and able to answer my questions."
“Mr. Bontempi has a passion for teaching. You can tell he just loves it. He is a talented speaker who really knows the textbook material and has the real life experiences to add to the lectures.”
“Relates well with the students in the class and does a good job of bringing “real world” lessons into a textbook world.” Insurance is a tough class to teach as some of the details are very dry, but Steven does an excellent job of keeping every one engaged and getting the most out of his lectures.”
Charles Jackle, CFP®
Course/Instructor Reviews
“Charles is very knowledgeable, a good presenter, and responsive to questions. He is candid on preparation needed for course tests, the board exam and daily practice realities.”
“Charles is a good instructor that integrated course content with subject matter, expertise and practical applications. He ensures students are aware of ethics, evolving professional realities and challenges. He is a well rounded instructor.”
Richard MacKelfresh, CFP®
Course/Instructor Reviews
Dianne Martin, CFP®
Course/Instructor Reviews
“Diane was extremely good at providing additional examples that helped me learn the material and prepare for the test. She followed up on questions from students if she did not know and shared answers at the following class. She helped us understand the priority of the material for the Board exam and for actual practice. Diane was encouraging to all students.”
“Diane gave real world examples with problems, where it was appropriate, to drive the points. This made it easier to comprehend the topic being discussed, especially considering that certain areas were relatively dry. She always made the students aware of key concepts that were important to both preparing for the Board exam, as well as what was relevant to the field of financial planning in general.”
Steve May, CPA, CFP®
 Steve May is currently working for JPMorganChase. Steve regularly provides comprehensive financial planning to high net worth individuals, senior corporate executives, and closely-held business owners which encompasses income tax, estate planning, compensation, investment, and retirement planning strategies. Steve is a member of the American Institute of Certified Public Accountants and the Financial Planning Association. Steve teaches Estate Planning.
Course/Instructor Reviews
Students describe Steve's teaching as "Excellent."
John McCarthy, CFP® 
John McCarthy is first vice president and senior investment consultant for Robert W. Baird & Co. John completed the Senior Investment Consulting Program at the University of Chicago and worked at J.C. Bradford and Morgan Stanley prior to joining the team at Robert W. Baird & Co. John is a graduate of the Oglethorpe Financial Planner Program. John teaches Fundamentals of Financial Planning and Investment Planning.
Course/Instructor Reviews
“Great knowledge on the subject matter and a no nonsense style of teaching it.”
“He is extremely helpful and willing to go above and beyond to make sure the students understand the material and to pass the Board exam.”
“John’s materials are easy to follow, and he is prepared for class. Everything we need to know is in the binder which makes it much easier to follow the lecture and understand the material during the class. It allows John to explain the information or subject without the students having to scramble to figure out where they are in the binder.”
LaToya Parker, CFP®
LaToya teaches Insurance Planning and Risk Management.
Course/Instructor Reviews
Jeff Purdon, CFP® 
Jeff Purdon is first vice president and senior investment consultant for Robert W. Baird & Co. Jeff earned his MBA from A.B Freeman School of Business at Tulane University. He is a recent graduate of the Oglethorpe Finanical Planner Program and brings current knowledge of the CFP® Exam to the classroom. Jeff teaches Invesment Planning.
Course/Instructor Reviews
“I thought Jeff was outstanding in teaching the class. I enjoyed every night we had with him. His sense of humor made a lot of dull subjects interesting, and his real world application of the material really helped me to understand things better.”
“I appreciate Jeff’s interest in teaching his students and his unique style. I also appreciate the fact that he is always willing to stay late and answer questions as well as giving insights into his own experience in the business.”
“He went above and beyond to help students understand the material to pass the module and the Board exam.”
Joshua D. Shorr, JD, CFP®
Joshua Shorr is a senior investment consultant for R.W Baird & Co. Josh teaches Income Tax Planning.
Course/Instructor Reviews
"Josh is open to questions in and out of class. Great teacher. I Ifeel that I got a good working-knowledge to take back to my practice as an advisor." ,
"He's passionate & knowledgeable...wonderful instructor...cares about students"
"Very helpful, resourceful. Great person! Genuinely concerned about students."
Henry Spil, CPA, CFP®
Henry teaches Income Tax Planning.
Course/Instructor Reviews
Bruce R. Starks, CPA, CFP® 
Bruce Starks is a senior vice president and managing director for Wachovia Personal Trust. Starks teaches Retirement and Employee Benefit Planning, Estate Planning, Capstone, and the Starks Oglethorpe CFP® Exam Review Course.
Course/Instructor Reviews
"Excellent with everything... made class enjoyable. I liked how he covered relevant items that we could see on the CFP® exam."
"Bruce is a great instructor. He keeps the subject matter interesting and is very thorough."
“He was extremely knowledgeable on the subject matter. I gave feedback that we did not have many homework questions and I would find them helpful. He obliged, giving us some good questions to answer for the next few classes. I appreciated his flexibility and willingness to do more for our learning experience. I liked going over the Estate tax form as a new idea he brought to class.”
Snow Williams, EA, CSA
Snow Williams is an income tax practitioner in private practice. Snow teaches Income Tax Planning.
Course/Instructor Reviews
"She is friendly, upbeat, knows a ton, always happy to answer questions. Very helpful. Totally approachable. Excellent teacher!",
"Experience counts!...she has a great sense of humor and enthusiasm, much needed in income tax!"
"Snow is great! Her knowledge of the subject is very clear. She's a great assest to the program. She's excellent!"
Margo Geller, MSW
Margo Geller is a business coach in private practice and is involved in professional practice development. In May of 2006, Margo began a superlative class for a small group of practicing financial advisors who wanted to take their practices to a higher level by analyzing and transforming their understanding of their real objectives and how to accomplish them.
Course/Instructor Reviews
Click to view Curriculum
Christian Y Benton, CPA, MA
Director, Financial Planner Program
404.364.8373
fpp@oglethorpe.edu
CFP®, CERTIFIED FINANCIAL PLANNER™, and
 marks are certification
marks owned by Certified Financial Planner Board of Standards
Inc. These marks are awarded to individuals who successfully
complete CFP Board's initial and ongoing certification
requirements. Oglethorpe University does not certify individuals to
use the CFP® , CERTIFIED FINANCIAL PLANNERT™ and
certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards
to those persons who, in addition to completing an educational
requirement such as this CFP Board-Registered Program, have met its
ethics, experience and examination requirements.
|
