Best Interest Initiative
Board of Directors
John Gilliam, Ph.D., MBA, CFP®, CLU®
Project Leader
John Gilliam is an Associate Professor in the Department of Personal Financial Planning
at Texas Tech University. His academic life is strongly influenced by over 35 years
of professional experience in the financial services industry. Most recently he helped
to create the Best Interest Initiative at Texas Tech University. John has served on
the national board of the Society of Financial Service Professionals, National Chairman
of the Society's University Partners Program and the Illustration Questionnaire committee.
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Terri Getman, J.D., CLU, ChFC, RICP, AEP
Nationally recognized lecturer, author and advisor to financial representatives
Terri Getman is a nationally recognized lecturer, author and advisor to financial
representatives who provide advice to families and privately-held business owners
across the U.S. For more than 30 years Terri has specialized in the appropriate use
of life insurance in client's estate, business and executive benefit plans
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William “Bill” Gustafson, Ph.D.
Gustafson has B.S. and M.S. degrees in Agricultural Economics from Southern Illinois University at Carbondale and the Doctor of Philosophy in Family and Consumption Economics from the University of Illinois at Urbana-Champaign. He served as Program Director of one of the original 20 CFP Board registered programs from its establishment in 1987 until 2001. He served on the first IBCFP Board (now CFP Board) of Examiners, the first Board of Directors of the Association for Financial Counseling and Planning Education. He founded and served as Senior Director of the Center for Financial Responsibility at Texas Tech University. He has appeared in over 150 television and radio presentations concerning financial planning topics and industry. He has been quoted in The Wall Street Journal Online, The Christian Science Monitor, Baltimore Sun, Houston Chronicle, San Antonio News Express, Dallas Morning News, U.S. News and World Reports, USA Today, Accounting Today, Dow Jones Investment Advisor and Financial Planning magazine.
Kim O'Brien, MBA, CFP
Vice Chairman and CEO of Americans for Annuity Protection
Kim has 35 years of experience in the insurance industry beginning as in 1981 as office
manager for an insurance agency. Most recently Kim served NAFA, The National Association
for Fixed Annuities, for almost 12 years and helped the annuity industry to secure
many legislative and regulatory victories. In between, Kim worked as a marketing executive
for major insurance companies and was responsible for annuity and life insurance product
lines.
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Linda H. Stimac, CFP®
Author/Creator, FACILITATE
Managing Principal, Peak Development Consulting LLC
Linda's important contribution to the financial services industry has been to help thousands of financial advisors become expert facilitators of decision making. During a time of cataclysmic changes in the role of the financial advisor and the nature of the advisory business model, Linda's work has been critical to the success and survival of the many financial services organizations that have engaged her, either in an executive management capacity or as an external consultant. Read more
Elvin D. Turner, JD, MBA
Turner Consulting LLC
Elvin Turner JD, M.B.A. is President of Turner Consulting LLC. He is a Wellness Advocate,
enhancing corporate health wellness programs with a seminar series that relate wellness
concepts across topics in health, personal finance and the preparation for retirement;
his seminars help audience participants to make the connections between the seemingly
separate behaviors that enrich their overall lives. He offers his seminars to employees
of corporate employers as well as to associates in non-profit organizations. He partners
with professional advisors, presenting their specialized expertise in audience-friendly
formats. In addition, he counsels with financial services firms regarding consumer
trends that are critical to their businesses. Finally, he is a member of the Executive
Committee for the Society of Financial Services Professionals (FSP).
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Dick Weber, MBA, CLU, AEP
Founder and President of The Ethical Edge, Inc.
Dick Weber is President and primary consultant for The Ethical Edge, Inc., providing
fee-only analytics and consulting services to family offices and high net worth individuals.
For 25 years a successful life insurance agent and 20-year life member of the Million
Dollar Round Table, he joined Merrill Lynch Insurance Group, and from late-1993 to
early 1996 was Vice President and Manager of Client Education and Field Development.
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Email
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