Certified Financial Planner™ - Faculty

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Thomas Ku  has more than 12 years of experience in the financial services industry. He is currently a Senior Financial Consultant with WaMu Investments in Bellevue, WA. He earned a Finance degree from the University of St. Thomas in Minnesota and an MBA from the University of Washington. Thomas is a CERTIFIED FINANICAL PLANNER ™.

Since 2000, Mr. Dill has been a senior compliance officer with the Washington State Housing Finance Commission. Prior to that he was the Director of Asset Management for the Kitsap County Consolidated Housing Authority. Mr. Dill has been a financial advisor and tax specialist for Sheppard & Associates; a division of U.S. Bancorp, where he helped upper-income clients achieve their financial goals. He developed a Principles of Financial Planning training seminar for U.S Bank. Mr. Dill has a B.S. in financial planning from Brigham Young University and a master's degree in taxation from Golden Gate University.

Kathleen Huckabay - Estate Planning

Kathleen Huckabay is a Certified Public Accountant and Certified Financial who has over 25 years of financial planning and consulting experience. She established a personal financial planning practice in 2004, specializing in estate, retirement and financial planning. Kathleen currently serves as President of the East King County Estate Planning Council. She earned her Masters Degree in Tax Accounting at the University of Utah and has a B.A. in Marketing from DePaul University.

Alfred Lee, Ph.D., CFP®, CLU, ChFC: Live Review only:
       (Financial Planning Process & Insurance; Estate Planning)

In the financial services profession for over 30 years, Dr. Lee established a personal financial planning practice in 1987, specializing in the areas of wealth accumulation and estate planning. He was named to the 18th edition of "Who's Who in the Midwest." Dr. Lee graduated from Kalamazoo College, Michigan and received his master's degree and Ph.D. from Yale University.

Karin Nilsson - Financial Planning Process and Insurance

Karin Nilsson has a BS Degree Administration of Justice and Public Safety from Virginia Commonwealth University, (1980) and is a Charter Property Casualty Underwriter (CPCU) (1990), and holds a Masters Degree in Finance from Seattle University and is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) (2004). She has worked 18 years in the Property & Casualty Claims office. Karin has a financial practice that focuses on small business retirement plans and individual financial planning/investment selection.

Joan C. Stover, RFC, CFP®, Ph.D.:  Retirement Planning & Employee Benefits

Dr. Stover entered the financial field after a career in chemical research and higher education, receiving her Ph.D. from Fordham University in New York City, M.S. from the University of Puget Sound in Tacoma and B.A. from the University of Washington. She was a founder of the Seattle-based WGL Asset Management Ltd., and has been Vice President since 1984. She is past chair, past president of the Puget Sound Society of the Institute of Certified Financial Planners (ICFP).