Certified Financial Planner™ - Faculty
Program Overview |
Class Schedule |
Faculty | "Live Review"
Information Session |
Frequently Asked Questions |
Refund Policy |
Bob Davis has been a Certified Financial Planner since 1992. His is a Vice President Financial Advisor for the Western Division of Morgan Stanley Smith Barney. Prior to that he managed areas in finance, marketing and sales for The Toro Company in Riverside California. He has his BA in economics from U.C.L.A. and his MS from Cal. State Univ., Northridge.
Michael Dill, CFP®, MS Tax:
Income Tax Planning
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.
Therese Govern's area of focus is retirement planning for individuals. Therese has a BA from Oberlin College and an MBA from the University of Washington, and her professional affiliations include the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) and the Washington Society of CPAs (WSCPA).
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.
Karin Nilsson - Financial Planning Process and Insurance & Investment Planning
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.