Any educational program is only as good as the people who construct and deliver it. We have assembled the most effective, well-respected, and competent team of professional writers and instructors to create and deliver Kaplan Financial Education's content and instruction.
Andrew Temte, PhD, CFA, is president of Kaplan Professional Education (KPE), a division of Kaplan, Inc. As president of KPE, Dr. Temte oversees and leverages assets, capabilities, and talent across Kaplan’s global footprint. KPE offers a large portfolio of professional development programs and helps individuals earn industry-recognized licensures, certifications, and designations. Based in La Crosse, WI, KPE maintains operations throughout the United States, United Kingdom, Australia, Singapore, and Hong Kong.
In addition to his current role, Dr. Temte has served in the following professional positions:
• Dean of Kaplan University School of Professional and Continuing Education
• Interim President of Mount Washington College
• President of Kaplan University College of Business and Technology
Outside of his professional career, Dr. Temte serves on the Board of Directors for the University of Wisconsin-La Crosse Foundation, his alma mater. He and his wife Linda, are also active in numerous fundraising events and committees in the community.
Dr. Temte started his professional education career in 1990, working with Dr. Carl Schweser to build Schweser Study Program into the leader in CFA exam review. Upon the acquisition of Schweser Study Program by Kaplan, Inc. in 1999, Dr. Temte assumed leadership of the Kaplan Schweser organization. Under his direction, Kaplan Schweser became a leading global provider of innovative, efficient, and effective financial education solutions.
Dr. Temte earned his doctorate in finance from the University of Iowa with a concentration in international finance and investment theory. He holds the CFA designation and has over 14 years of university teaching experience in the areas of corporate finance, investments, and international finance.
Before joining Kaplan Schweser as vice president and manager of CFP® certification instructors, Joyce had over 20 years of personal financial counseling experience including serving as a senior manager of an international accounting firm, during which time she advised many executives, directors of Fortune 500 Companies as well as small business owners. Throughout her career, Joyce has been a frequent lecturer on many financial planning topics including stock options and estate planning. She is also an instructor for various financial planning courses including fundamentals, income tax, retirement and estate planning. Joyce holds an MBA in finance from Duquesne University and a Bachelor of Arts in Business Administration from Grove City College. Joyce is a co-author of Kaplan Financial’s Personal Financial Planning Theory and Practice and an author and editor for the Executive Tax & Management Report. She is also a CERTIFIED FINANCIAL PLANNER™.
Greg is Vice President of Kaplan’s Insurance Education product line. He has more than 30 years of experience in the financial services industry, with 19 years in financial services training. Greg began his career in 1983 as a compliance examiner with the National Association of Securities Dealers, now known as FINRA. In 1995, Greg became the Chief Operating Officer of Knowledge Pointe, a leading provider of continuing education training for the insurance and securities industries. Knowledge Pointe was acquired by The BISYS Group in 1999 and was integrated with other training providers to become BISYS Education Services. In 2005, Kaplan purchased BISYS Education Services and merged it with Dearborn Financial to become Kaplan Financial Education. Greg ran the insurance and securities education product lines at BISYS and is currently responsible for the insurance education product line at Kaplan.
Greg received a BS in business administration with a major in finance from Auburn University and an MBA in management from Mercer University. He has previously held Series 3, 4, 7, 9/10, 24, 63 and 65 securities licenses and a Life, Accident, and Health insurance license in the state of Georgia.
Julie has been with Kaplan since 2005 and has been in the insurance industry for 17 years. She has held many licenses in her career, including Life & Health, Property & Casualty, and Series 6, 63, and 26. Before coming to Kaplan, Julie worked for a well-known insurance company, where she was a life insurance trainer. Julie trained both new and veteran agents on insurance products, systems, sales ideas, and sales tracks.
Julie started at Kaplan as a part-time instructor teaching insurance prelicensing classes, along with a few insurance CE classes. In 2010, Julie became a full-time employee, working as a content specialist before being promoted to her current position as director of insurance. While Julie is no longer in the classroom teaching, her pledge of helping students pass the state exam the first time hasn’t changed. Julie manages a team responsible for content development in both online and classroom, plus oversees over 60 instructors across the country.
David started teaching insurance, securities, and CE classes for Kaplan Professional in 2005. Previously, he spent 35 years in the financial services industry, beginning his career as a multiline insurance agent in Illinois. David held various management positions for 18 of those years with both insurance and investment companies in Texas, California, and Wisconsin.
David received his psychology degree from DePaul University in Chicago and currently manages 60 classroom instructors who teach prelicensing insurance classes in more than 17 states.
Allison has been a part of Kaplan Professional Education since 2009. She began her Kaplan career as a member of the sales team before moving into her current position of content specialist for insurance prelicensing. Allison’s responsibilities include project management, responding to student questions, errata management, and updating QBank questions. She is also involved in updating and writing content for insurance prelicensing products.
Allison received her bachelor’s degree from the University of Dayton in 2003 and her master’s degree in the science of project management from Kaplan University in 2013. She has her Life, Health, Property, and Casualty License in the State of Wisconsin and is certified as an instructor to teach prelicensing classes. She is also a Certified Distance Education Instructor with a focus on adult learning.
Renée is currently a subject matter expert for insurance licensing at Kaplan. She has over 27 years of sales and leadership training, as well as facilitation experience. Her insurance career began as a commercial lines broker and surety manager in California. She has also worked as a training consultant with various industries, including pharmaceutical, food manufacturing, auto industry, and telecommunications. For the last 8 years, Renée has designed and delivered training for thousands of independent agents, as well as for corporate employees.
Renée has a BA in management from the University of Phoenix, a Certificate in Organizational Development through DePaul University, and has begun work on her MBA. She also maintains insurance licenses for Life & Health and Property & Casualty for the state of Illinois.
Randy is currently a regulated insurance content specialist, working primarily with editing and maintaining Kaplan’s insurance law supplements. He started as a Kaplan instructor in July 2011 teaching life and health insurance licensing classes. Prior to joining Kaplan, most of his career was spent working for a large multi-line insurance company.
Randy has his CLU®, ChFC®, CPCU® designations, and CFP® certification. He stresses to students that licensing is the minimum entry to a great profession. But, to be a true professional and to better serve their clients, he encourages students to continue their education with professional designations.
Becca is a Regulated Insurance Content Specialist, working primarily with editing and maintaining Kaplan’s insurance law supplements. She has over 10 years of insurance industry experience, mostly in sales training and leadership, and five years of university teaching experience in business.
Becca is a licensed insurance agent in the state of Iowa, has earned a master’s degree specializing in Adult Learning from Drake University, and is pursuing a doctoral degree in Organizational Leadership. In addition, she has earned industry designations including FLMI, AAPA, ACS, and AIAA. She believes strongly in the value of lifelong learning and continuous improvement, encouraging professionals to continue learning no matter their career stage.