Meet the Expert Instructors
Boston Institute of Finance Instructors
- Bios for the BIF Crew
Tiffany Guy, CFP®
Tiffany Guy, CFP® is BIF’s Senior Curriculum Manager and has over 20 years in financial services, specializing in wealth management and advisor training. She holds an MBA in Finance from Jack Welch Management Institute and a BA in History from UNC Chapel Hill. In addition to being passionate about helping clients reach their financial goals, she’s dedicated to helping advisors achieve long-term success through education and building a supportive team culture at BIF. Outside of work, Tiffany is an apiarist, maintaining backyard beehives for pollination and honey.
Tiffany’s role at BIF
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Senior Curriculum Manager
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Instructor, Introduction to Financial Planning
Education
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BA, history: UNC, Chapel Hill
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MBA, finance: Jack Welch Management Institute
What’s your favorite thing about BIF?
The culture! What a wonderful place full of people who support, help, and lift each other up and where new ideas are welcomed and thought out to see how they can be incorporated. Everyone has been extremely welcoming and friendly.
What would you tell someone undecided about getting their CFP®?
As a financial advisor and as a coach to financial advisors, my CFP® designation was the most valuable of all my securities licenses and designations. It helped answer so many questions around how to help this client or help this advisor help their clients. It truly sets you apart from your peers who don't have the marks both from a knowledge base and from a trust level from your clients.
Being a woman who holds her CFP® marks also set me apart, as there is a plethora of women who want to work with a female advisor, especially one who is a CFP® professional.
BIF fun fact
I'm an apiarist! I have two beehives in my backyard to help pollinate my many gardens and produce delicious honey that I share with my friends and neighbors.
Read LessJerry Mee, CFP®, CRC®
Jerry Mee, CFP®, CRC®, is the Curriculum & Instruction Coordinator at BIF and host of the BIF Bites Podcast. He graduated from Clark University with a double major in international relations and jazz guitar, then entered the world of finance at Fidelity Investments’ international trades desk in 2012 before moving on to a small boutique firm. In 2018, he moved from client services to financial education when he switched to teaching full-time with BIF.
Recognized as Kitces' 2026 Top Financial Education Podcast Host, Jerry is passionate about teaching, especially supporting students through their CFP® journey. He resides in New Hampshire and enjoys hiking, fishing, and spending time outdoors with his wife and dog.
Jerry’s role at BIF
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Curriculum & Instruction Coordinator
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Instructor, Insurance Planning & Risk Management
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Instructor, Financial Planning Capstone
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Instructor, The BIF Review
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Host, BIF Bites Podcast
Education
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BA, International Relations: Clark University
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BA, Jazz Guitar: Clark University
Awards and recognition
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Kitces' 2026 Top Financial Education Podcast Host
What’s your favorite thing about BIF?
By far the students! I have met some amazing people over the years, many of my former students still reach out to talk years after they have received their CFP® marks. I have met with local students to celebrate with them passing, and I have consoled many students through the worst of their pre-test jitters. The students are what makes this job so rewarding.
What would you tell someone undecided about getting their CFP® marks?
Much like having a child, no one is ever truly ready for the CFP® Exam. It is a ton of work and a huge time commitment. But also like having a child, it is one of the most rewarding and definitive accomplishments of your life. Don't wait, take the plunge now, and you will be glad you did.
BIF fun fact
I have a deep interest in collectibles and alternative investments. I have helped clients with everything from Civil War and World War II artifacts to million-dollar Magic: the Gathering card collections. Collectibles are a perfect blend of clients' finances and their hobbies, and what a client chooses to collect will tell you far more about them than any "client survey" could.
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Brendan Flaherty, CFP®, CIMA®
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 former member of CFP® Board's National Council on Education and a 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.
Brendan’s role at BIF
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Program Director
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Instructor, Investment Planning
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Host of BIF Monthly Info Session Webinars
Eric Scruggs, CFP®, EA
Eric Scruggs, CFP®, EA® is a BIF instructor with over a decade of financial planning experience. He graduated from The College of William & Mary, then went on to earn his MBA from University of North Carolina’s Kenan-Flagler Business School. In 2023, Eric launched his own firm, Hark Financial Planning, focusing on working with attorneys and executives. Outside of work, he enjoys spending time with his wife, two children, and dog.
Eric’s role at BIF
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Instructor, Tax Planning
Education
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BA: The College of William & Mary
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MBA: UNC Kenan-Flagler Business School
Professional Organizations
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FPA
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NAPFA
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XYPN
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AGC
What’s your favorite thing about BIF?
Getting to nerd out on financial planning topics with people who are actually willing to listen.
What would you tell someone undecided about getting their CFP® marks?
Getting the education that comes with the CFP® marks will benefit you no matter what career journey you take. If nothing else, it will help you decide if you like financial planning and give you a great foundation for whatever is next.
BIF Fun Fact
I have had two appendectomies.
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Austin Frazier, CFP®
Austin Frazier, CFP®, is a BIF Instructor and a CFP® Professional with Capital Strategies Group, LLC. He has a bachelor’s degree in personal financial planning from Utah Valley University and is actively pursuing a master’s degree in personal financial planning from the College for Financial Planning. Prior to BIF and Capital Strategies Group, Austin started his career as a financial advisor with The Vanguard Group, advising over 200 clients.
While spending two years serving a mission for his church, Austin discovered his passion for teaching and positively impacting others, which inspired him to pursue a career in financial planning. He knows first-hand that true happiness is experienced when helping others.
Austin’s role at BIF
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Instructor, Retirement Planning & Employee Benefits
Education
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BS, personal financial planning: Utah Valley University
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Actively pursuing MS, personal financial planning: College for Financial Planning
What’s your favorite thing about BIF?
Their commitment to educating the rising generation of CFP® Professionals, and desire to constantly improve their educational content to give students the best chance at passing the CFP® exam.
What would you tell someone on the fence about getting their CFP® marks?
Knowledge is power. The world has need of trained individuals. This designation will set you apart from the crowd and give you the tools and training you need to make better financial decision in your personal life and forever change the lives of the clients you work with.
BIF Fun Fact
I have five kids under 10, and they are the greatest joy in my life. When I’m not working, I love taking my family out to the lake where we enjoy riding our two jet skis.
Read LessJosh Rosenberg, CPA, CFP®, CFA®
Josh Rosenberg, CPA, CFP®, CFA® is an instructor for BIF and is the Executive Director, Grants and Contracts at the Georgia Institute of Technology. He has over 20 years of experience working for R1 universities in the field of research administration. In his current role with Georgia Tech, Josh leads the institute’s central post award, cost accounting, and research compliance functions.
Josh has a BBA from Emory University and his MBA from University of Chicago.
Josh’s role at BIF
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BIF Instructor
Education
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BBA: Emory University
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MBA: University of Chicago
Professional Organizations
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CFA Institute
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Illinois CPA Society
What’s your favorite thing about BIF?
The class interactions with students are the absolute best!
What would you tell someone undecided about getting their CFP® marks?
It is a tremendous professional and personal accomplishment, and it will open so many doors for you.
BIF Fun Fact
The CFP® was the very first professional certification I received after completing my undergraduate education. And that was over 25 years ago!
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Jennifer Belmont Jennings, CFP®, JD
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 and worked with high-net-worth clients developing and implementing financial plans that complemented their estate planning and tax objectives
Jennifer received her JD, AM, and AB from Washington University in St. Louis, and completed the General Course Program at The London School of Economics and Political Science (LSE).
Jennifer, her husband Brent, and their son, Liam, live in St. Louis. In addition to family volunteer activities, they enjoy golf and traveling.
Read LessKaylee Benting
Kaylee Benting is BIF’s Curriculum Specialist. Before joining The BIF Crew, Kaylee earned a bachelor’s degree from Cal Poly San Luis Obispo and worked as an educator with students ranging from kindergarten through graduating college.
Now, Kaylee has transitioned into finance education and is currently pursuing both her master’s degree in finance and tax planning and is pursuing the CFP® credential.
Kaylee’s role at BIF
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Instructor, Capstone
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Curriculum Specialist
Education
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BS, liberal studies: Cal Poly San Luis Obispo
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Actively pursuing MS, finance & tax planning: San Diego State University
Awards and recognition
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President’s Diversity Award, Cal Poly San Luis Obispo
What’s your favorite thing about BIF?
My favorite thing about BIF is seeing our students grow throughout the review program, especially in our live JAM sessions. In the early weeks, students go from “There's no way I'm going to pass this exam” to “I feel ready and well-equipped to pass this exam.” It’s amazing to see all the learning and growth alongside students.
What would you tell someone undecided about getting their CFP®?
If you’re on the fence about getting your CFP®, consider the role you want to play in people’s financial lives. The designation requires commitment, but it pushes you to develop the technical knowledge, discipline, and empathy needed to guide clients through complex and deeply personal financial decisions.
BIF fun fact
I have a French Bulldog named Maui! Based in Southern California, I enjoy roller skating, playing beach volleyball, and visiting farmer’s markets.
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"BIF's instructors are truly best in class — you can tell they care about every student. The fact that they remembered me personally kept me motivated all the way through. Jerry and the team never just gave us the 'what,' they always explained the 'why.'"
Barbara F.
"I'm almost 50, I never studied finance, and I still didn't think I was going to pass — right up until I actually did. What got me there was the BIF crew. They were the guides and the teachers I needed. If you're on the fence because you think you're too old or don't have the right background, forget it — none of that matters if you have the right people in your corner."
Robert M.
"Jerry Mee doesn't just explain things clearly — he's not afraid to admit when he doesn't know something, and that honesty is what made him so motivating to learn from."
Thornton H.
"Jerry Mee and the Deep Dive and JAM sessions made all the difference for me. Every single week I'd walk away with one concept finally clicking that had been fuzzy before. He explains things in a way that works no matter your starting point, and honestly, he made studying fun."
Michael W.
"The whole BIF crew is amazing, but Jerry Mee really carries a lot of the student-facing work — he's especially great at supporting newer instructors as they come on board. I'd recommend this program highly."
Matt H.
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