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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 his CFP® 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.

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 Kelsea and Aidan.

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 CFP® professional and IRS Enrolled Agent. He lives in the Boston area with his wife, 2 children, and dog.

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.

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.

Before joining the Boston Institute of Finance, Jerry spent 7 years in the financial services 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 BIF'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.