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Brendan P. Flaherty, CFP®, CIMA® |
Bryant CFP® Program Director and Practicing Financial Planner |
Brendan began his career as financial advisor in 2004. He is currently a Senior Vice President and Rhode Island Complex Manager with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients.
Brendan is a member of CFP® Board's National Council on Education. He is a former member and past president of the Board of Directors of the Financial Planning Association of Rhode Island where he chaired the Education Committee.
Brendan and his wife Susan live in Warwick, Rhode Island, with their children Kelsea and Aidan.
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Adam Scherer, CFP®, MS, EA |
Bryant CFP® Instructor
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Adam has worked in financial services and education for over 10 years. He holds a Master of Science degree in Personal Financial Planning and obtained the Certified Financial Planner™ marks in 2017.
Adam maintains a student-centered approach that is both engaging and accessible. He strives to simplify the complex and guide students to a point of understanding by using personal anecdotes and bad dad jokes.
Adam lives in West Hartford, Connecticut with his wife, Annie, and two daughters, Susanna and Eliza.
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Eric Scruggs, CFP®, Enrolled Agent |
Bryant CFP® Instructor |
Eric has been a financial planner since 2012, working with families and individuals in different life phases. He launched his own firm, Hark Financial Planning, in 2023, focused on working with mid-career attorneys and executives.
Eric is a CERTIFIED FINANCIAL PLANNER® professional and IRS Enrolled Agent.
Eric lives in the Boston area with his wife, 2 children, and dog.
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Jennifer Jennings, J.D |
Bryant CFP® Instructor |
Jennifer Belmont Jennings is a Trusts and Estates Attorney at MGD Law, LLC. Her practice includes estate and wealth planning for individuals and families looking to build and protect their legacies. Her experience includes almost 10 years in financial services where she obtained the CFP® certification. During that time, she worked with high net-worth individuals and families developing and implementing financial plans that complemented their estate planning and tax objectives.
Jennifer received her J.D., M.A., and B.A. from Washington University in St. Louis, and completed the General Course Program at The London School of Economics and Political Science (LSE).
She has had several media appearances discussing estate planning and finances on KMOV News 4, KSDK News 5, and has been quoted in US News and Money, USA Today, ThinkAdvisor, AARP’s Senior Planet, and Town & Style Magazine. She also co-authored the book, “Women in Law: Discovering the True Meaning of Success.” She has spoken at the Beverly Hills Bar Association, The US Center for Women and Law at the University of Texas, The Military Spouse JD Network, and Washington University School of Law.
Jennifer is a committed community volunteer and has served on the Board of Directors for several local nonprofits. She was also recognized by the St. Louis Business Journal as a “40 Under 40” for 2020.
Jennifer, her husband Brent, and their son, Liam, live in St. Louis. In addition to family volunteer activities, they enjoy golf and traveling.
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Mike Long, CFP®, ChFC®, CLU® |
Bryant CFP® Instructor and Mentor |
Mike is in his 40th year in financial services and education! He started in the insurance business right out of college and quickly specialized in retirement plans for small to mid-sized companies. Mike has held various field positions in sales, sales management and field training and education over the years.
These days, Mike's passion is guiding financial advisors through CFP Board's Education and Examination requirements with as little pain as possible.
In his free time, Mike loves spending time with his grandchildren and family.
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Jerry Mee, CFP® |
Bryant CFP® Instructor and Mentor |
Before joining The Boston Institute of Finance, Jerry spent 7 years in the finance industry working on various advisor teams. Half of that time was spent at one of the largest firms in the country and the other half was spent at a very small boutique firm. Jerry's experience working with a very wide spectrum of clients and planning strategies allows him to help Bryant's very diverse student population.
Jerry realized that he enjoyed teaching clients about their finances far more than he enjoyed selling to them, so he made the jump to financial education.
