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. Dedicated to helping clients and advisors achieve long-term success through education and financial planning.
Read MoreTiffany’s role at BIF
Sr Curriculum Manager
Instructor, Introduction to Financial Planning
Education
BA, history: UNC, Chapel Hill
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 2 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.
Read MoreJerry’s role at BIF
Curriculum & Instruction Coordinator
Instructor, Insurance Planning & Risk Management
Instructor, Financial Planning Capstone
Instructor, The BIF Review
Host, BIF Bites Podcast
Education
BA, International Relations: Clark University
BA, Jazz Guitar: Clark University
Awards and recognition
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
- Program Director
- Instructor, Investment Planning
- Host of BIF Monthly Info Session Webinars
Jerry’s role at BIF
Curriculum & Instruction Coordinator
Instructor, Insurance Planning & Risk Management
Instructor, Financial Planning Capstone
Instructor, The BIF Review
Host, BIF Bites Podcast
Education
BA, International Relations: Clark University
BA, Jazz Guitar: Clark University
Awards and recognition
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.
Read LessEric 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.
Read MoreEric’s role at BIF
Instructor, Tax Planning
Education
BA: The College of William & Mary
MBA: UNC Kenan-Flagler Business School
Professional Organizations
FPA
NAPFA
XYPN
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 2 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.
Read MoreWhile 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
Instructor, Retirement Planning & Employee Benefits
Education
BS, Personal Financial Planning: Utah Valley University
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 decisions 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.
Read MoreJosh has a BBA from Emory University and his MBA from University of Chicago.
Josh’s role at BIF
Education
BBA: Emory University
MBA: University of Chicago
Professional Organizations
CFA Institute
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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Kaylee 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.
Read MoreNow, 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
Instructor, Capstone
Curriculum Specialist
Education
BS, Liberal Studies: Cal Poly San Luis Obispo
Actively pursuing MS, Finance & Tax Planning: San Diego State University
Awards and recognition
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 a “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.
Read LessBIF BITES
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