Wealth Management Faculty
Michael began his financial services career in banking over 20 years ago and eventually migrated into investment management and insurance planning. He has served clients in various capacities with independent, boutique-style firms and learned directly from seasoned CFP® practitioners in the field. Michael has also been an income tax professional for several years.
Michael obtained his bachelor of science degree in mathematics at Creighton University and earned his master of science degree in finance from the College for Financial Planning He is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Enrolled Agent authorized to practice before the IRS, and is a proud member of the National Association of Enrolled Agents (NAEA) and the Financial Planning Association (FPA).
Dr. Sara Stolberg Berkowicz, CFP®, CDFA® is an associate professor at the College for Financial Planning, specializing in the areas of retirement, divorce financial planning, and money psychology. In addition to teaching, research, and content management duties, Sara also serves on the College’s Research and Faculty Honors committees.
Sara earned her Ph.D. in personal financial planning from Kansas State University. Her doctoral dissertation, “Does Gray Divorce Delay Retirement?” was nominated for the 2019 American Council on Consumer Interests dissertation award. She was also selected for two honors societies, Phi Kappa Phi and Kappa Omicron Nu. She received her master of science in financial planning from the College for Financial Planning.
Sara has been a Certified Financial Planner™ certificant for over 20 years. She holds licenses for securities, life and health insurance, annuities, and long-term care insurance. She is an IRS-registered tax preparer, a real estate broker, a Certified Divorce Financial Analyst™, and a divorce and family mediator. She maintains an independent private practice in financial planning and divorce financial consulting in the Chicago area.
Jennifer Coombs, CRPC®, is an associate professor at the College for Financial Planning. She is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation program, and serves as a subject matter expert on a number of the College’s investment courses.
Prior to joining the College, Jennifer worked for several different Wall Street firms in such varied roles as technical and fundamental analysis, equity research, trading, and portfolio management. The knowledge gained in these roles has led to her passion for educating the public. To this end, Jennifer has given TED talks on the topic of sustainable and responsible investing: “Investing for a Better World: Using Wall Street to Implement Social Change” (November 2015 at TEDx Jersey City), and “Stopping the Rebuttal: Millennial Investors and the Future of Sustainability” (April 2018 at TEDx Clarkson University). She has also given presentations and interviews on “Dollars & Change” Wharton Business School Radio on Sirius XM, Bank of America/Merrill Lynch Wealth Management, Garrett Planning Network, Society of Financial Services Professionals (FSP), The CFA Society of New York, US SIF Annual Conference, SRI Annual Conference, and Advisor Group. Jennifer is also sought out for her expertise on environmental, social, and governance (ESG) analysis for sustainable investing, and has been quoted in Forbes, The Wall Street Journal, Market Watch, Investment News, Wealth Management, Financial Advisor IQ, and Proactive Advisor Magazine.
Jennifer earned her master of science in finance from the College for Financial Planning, and graduated with distinction (cum laude) from Clarkson University, where she earned a Bachelor of Science with majors in financial information analysis and political science, and minors in economics and law. In addition to her degrees, Jennifer holds the Chartered Retirement Planning Counselor™ (CRPC®) designation, the Financial Paraplanner Qualified Professional™ (FPQP™) designation, and is a Certified Financial Education Instructor (CFEI) through the National Financial Educators Council. Jennifer is also a proud member of US SIF and the Financial Planning Association of Colorado.
Before entering college-level teaching, Dr. Falter began his business experience with two national corporations, Cigna and Aetna, specializing in financial analysis and underwriting of group benefits. Focusing his research on investor behavior in financial markets, stock market efficiency and financial institutions, Dr. Falter has several articles published in annual proceedings of the Academy of Accounting, Finance & Economics, the Institute for Business and Finance Research, the Midwest Finance Association, Southern Finance Association and the Southwest Finance Association.
Dr. Falter holds a Doctorate of Business Administration, a Master of Business Administration and a Bachelor of Science in Business Administration/Economics.
In addition to teaching many areas of finance and management, Dr. Falter is active in academic program review and assessment. Dr. Falter has significant experience teaching and consulting abroad. In 2009, he became a Fulbright Scholar and lived/taught in Tirana, Albania. Additionally, he taught in Romania and spent a semester teaching/consulting for the American University of Kosovo. Further, Dr. Falter has experience teaching seminars to various international groups (Brazil, Japan and China). While holding industry designations of Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), Dr. Falter consults and conducts seminars on financial management, investment planning and budgeting.
Mike Harris, MPASSM, CFP®, CRPC® is the chair of the retirement studies department and a professor at the College for Financial Planning, specializing in both the retirement planning and estate planning areas.
Prior to the merger of the College for Financial Planning and Kaplan Professional, Mike was Kaplan Professional’s subject matter expert for retirement planning and estate planning, collaborating with other subject matter experts on the books “Personal Financial Planning: Theory and Practice” and “Personal Financial Planning: Cases and Applications.” Before entering the financial planning education field, Mike pastored a church in Colorado Springs, CO for 10 years and served 13 years as a Senior Relationship Manager for a major denominational pension board.
Mike earned his master’s degree in Personal Financial Planning (Master Planner Advanced Studies) from the College for Financial Planning and his BS in Management from the United States Air Force Academy. He also holds a master of Divinity (M.Div.) from Southwestern Baptist Theological Seminary. In addition to his MPASSM and CFP® certification, Mike holds the College’s CRPC®, CRPS®, AWMA®, AAMS®, and CMFC® designations, as well as Series 7 and Series 66 licenses and a Group I life and health license. Mike is a long-term member of the Financial Planning Association.
Dan began his career as a financial planning resident and worked for a solo advisor developing comprehensive financial plans. He later would transition to several other larger practices in the Twin Cities region and worked as both an associate and lead financial advisor. He has advised a variety of individual, family, business, and executive clientele from across the country.
Educationally, Dan was a student-athlete (lacrosse) at the University of Minnesota-Duluth and earned a Bachelor of Finance and Financial Planning. He later would earn his CERTIFIED FINANCIAL PLANNER™ designation and Master of Science in Financial Planning from the College for Financial Planning. In addition, he is an IRS Enrolled Agent (taxes).
In Dan’s spare time, he works as a US Boy’s youth, high school, and college lacrosse official. He has officiated numerous sections, state, and regional championship games across the country and remains actively engaged in the community. In addition, Dan is an avid traveler and has visited 37 states and 15+ countries.
David Mannaioni, CFP®, MPASSM is the dean of academic programs and a professor at the College for Financial Planning. In the role of dean he oversees the development and revision of course content and ensures that the requisite academic rigor is in place for the CFP® education program, the Exam Prep Review course, and each of the professional designations the College offers. David also is actively involved in the development of course content, including textbooks, assessment questions, live classes, and videos.
David joined the College in 2014 to develop the LUTCF® curriculum. He has also directed or contributed to the revision of several designation courses, CFP® education courses, and master’s courses. He also teaches several courses including the Insurance course in the CFP® education program and CFP Board’s Code of Ethics continuing education course. David’s 2019 paper, “Financial Designations: Can they be Gateways to Financial Planning Education?,” has been accepted for presentation at the 2019 annual meeting of the Academy of Financial Services and will be presented at CFP Board's 2020 Registered Programs Conference. In addition to his work for the College, David maintains an independent financial planning practice, where his 30+ years of financial services industry experience benefit his clients in all areas of financial planning.
David earned his master’s in personal financial planning from the College for Financial Planning and his bachelor’s degree in organizational leadership from Illinois State University. In addition to his CFP® certification, David holds life and health insurance licenses in several states, as well as the Series 6, Series 7, and Series 63 registrations with FINRA.
Cindy began her career in financial planning education as a training manager for a leading provider of insurance and financial services throughout the Americas and served as senior director of content development for 14 years for Kaplan Professional before becoming part of the College’s academic team in 2018. She has more than 25 years of experience in the financial services industry.
Cindy earned her master of science in finance from Purdue University Global and a bachelor’s degree in business administration from Louisiana State University. She is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. Cindy serves as the 2021 Vice Chair of CFP Board's Council on Education. Cindy is also an active member of the Financial Planning Association and other professional groups.
Barclay Roper, MSF is an assistant professor at the College for Financial Planning, specializing in retirement planning and investments. He teaches graduate courses in both the personal financial planning and finance degrees, and is involved in developing and teaching designation courses.
Barclay has an MSF in financial analysis form the College for Financial Planning and a BA in Spanish from Idaho State University. He holds a certificate in personal financial planning from Utah State University and certificates in financial analysis levels I & II from the College for Financial Planning. Currently, Barclay is pursuing his doctorate degree in business administration with an emphasis in financial management at California Southern University.
Barclay’s prior experience includes working as a financial advisor, as a manager of a registered investment advisory firm, and as an adjunct professor for the College for Financial Planning. His areas of research interest are equity asset valuation, portfolio management, and risk management. Barclay has spent time abroad and enjoys international humanitarian service.
Cindy Shnaider, MSF is a professor and Graduate Coordinator at the College for Financial Planning, developing, overseeing, and teaching graduate courses in both the personal financial planning and finance degrees. She also serves as the primary liaison for the graduate school, ensuring communication and coordination with adjuncts, the registrar, the academic advisor, and the learning platform.
Cindy began teaching at the College for Financial Planning in 2013, initially in the finance degree and later in the personal financial planning degree. At the College, Cindy has developed several courses, including the current FINC570 Advanced Corporate Finance, FINC600 Case Study in Finance, and ECON532 Economics for Financial Planners. She has also been active in the revision and teaching of several of the College’s designation courses. In 2015, Cindy developed a sports finance course as an adjunct professor for Columbia College, and continues to revise and teach that course as well.
Cindy earned her master of science in finance from the College for Financial Planning. She co-author on a research paper, "Using Housing Equity for Retirement: Benefits and Costs," and serves on the board of directors of the Society of Financial Services Professionals (FSP). She also volunteers for Junior Achievement in the Denver area.
Meet Your Professor
Dr. Aman Sunder is a professor, dean of the graduate school, and researcher at the College for Financial Planning. His role at the College includes administrative leadership of the graduate school that includes MS degrees in finance and financial planning. He leads the research initiatives at the College and serves on its Institutional Review Board and several other committees.
Aman has published research on sustainable and responsible investing (SRI), women in financial planning, the effectiveness of using advisers during the Great Recession, and time-use of retirees. His ongoing research includes topics such as diversity issues in financial planning, work-life balance and burnout among women in financial planning, the effectiveness of HECM on retirees, the performance of students in financial planning education programs, and measurement of the impact of financial certifications and designations on students' careers.
Aman earned a doctorate in financial planning from the University of Georgia. He also has a master’s in business management (finance and marketing), and an undergraduate degree in production engineering from India. Aman brings more than 10 years of international work experience related to business partnerships, sales, marketing, and business development related to engineering and infrastructure.
A magna cum laude graduate of Cornell University, Chris earned his J.D. and LL.M (Taxation) from the Widger School of Law at Villanova University, where he also is a member of the Graduate Tax Program Advisory Board. A member of the Pennsylvania Bar, Chris teaches charitable gift planning and principles of wealth management in the LL.M taxation program at the Widger School of Law at Villanova University.
Wealth Management Academic Staff
Dr. Amy Rell is the Provost of the College for Financial Planning, where her role includes stewardship for the College’s academic programs, creation and implementation of the academic priorities for the College, and assuring the quality of the educational offerings. Amy has served in a variety of academic roles at UCLA, San Jose State University and the Colorado Community College System, in positions ranging from faculty to department chair to Dean. Prior to joining the College, Amy served as founding Dean for the Office of Global Education at Regis University.
Amy has an extensive background in higher education administration, which has made her a sought-after speaker at conferences and symposiums. Her research and writing on topics such as internationalization, cultural diversity, dual language programming, and globalization of curricula have been published in numerous journals and texts. In service to the profession, Amy has served as an executive board member for the Colorado Department of Higher Education’s Study Colorado, the Hispanic Chamber Education Foundation, the Association of Jesuit Colleges and Universities International Education Board, and the Phi Beta Kappa and UCLA Alumni Association Scholarship Committees.
Inducted into Phi Beta Kapa, Amy was subsequently awarded a Fulbright Scholarship, a National Endowment for the Humanities Fellowship, and the Association of International Education Administrators’ Presidential Fellowship. Amy completed the Harvard University Women in Leadership certificate program as well as the Duke University Senior International Officer Academy. Amy earned both her Ph.D. and her master of arts in in second language acquisition and applied linguistics from UCLA, and her Bachelor of Arts in Spanish Literature from Tulane University.
Board of Directors
Meet the College for Financial Planning®—a Kaplan Company's Board of Directors