Executive Certificate in Financial Planning Faculty
Lori Brinker is a CERTIFIED FINANCIAL PLANNERTM with Merrill Lynch. Prior to joining Merrill Lynch, she was employed as the Financial Planning Specialist for the largest independently owned brokerage firm in Pennsylvania. Lori is a graduate from from Grove City College and throughout her ten years of experience in the Financial Services Industry, she has acquired NASD licenses Series 63, 65,31, 7 and Pennsylvania State Life, Accident, and Health. Lori is one of the original instructors for Duquesne’s Executive Certificate in Financial Planning, where she teaches the Fundamentals of Financial Planning and Insurance course. In addition, she educates families and business owners regarding personal financial planning and the wealth management process. Lori also has broadcasting experience as the original host of an Investing Radio Show on WLTJ, 92.9 FM.
David J. DelFiandra
David J. DelFiandra, Esq. teaches Estate Tax Planning for the Certified Financial Planning Certificate Program. His work spans estate planning and administration, federal and state taxation and employment law, representing both employers and employees. David earned his law degree from Duquesne University School of Law in 2000, where he was a member of the Duquesne Law Review. He earned a bachelor's degree in Business Administration/Accounting from Ohio State University in 1996 and is licensed to practice law in both Pennsylvania and West Virginia.
Bev Kossum’s experience with retirement planning and employee benefits spans more than 23 years and also provides consulting and financial planning related to retirement issues. In addition to teaching Retirement and Employee Benefits for the Certified Financial Planning Certificate Program, she has conducted continuing education seminars for licensed insurance professionals at various area colleges and universities. Bev holds a BS degree in Finance from Robert Morris University and has earned her Certified Employee Benefits Specialist (CEBS) Designation sponsored by Pennsylvania’s Wharton School of Business and the International Foundation of Employee Benefit Plans. She is licensed in Pennsylvania for life insurance and health benefits.
W.M. Nzambi, CFP®, AAMS
W.M. Nzambi is President of Mariner Financial Group, a Pittsburgh based financial services firm. He has years of experience advising professionals and business owners in the areas of investments, insurance, and business strategies, as well as developing successful enterprises of his own.
He received his bachelor's degree from the University of Pittsburgh and later went on to receive his AAMS (Accredited Asset Management Specialist) designation from the College for Financial Planning and then his CERTIFIED FINANCIAL PLANNER TM certification.
W.M. has been instrumental in creating opportunities for businesses by serving as Chair of the Pittsburgh Urban Magnet Project's Economic Development Committee and a member of the organization's board. In addition, he has served as Vice President and Board Member of the Rotary Club of Bethel/St Clair and Chair of the Rotary Gateway Teen Leadership Institute.
W.M. Nzambi is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 1050 Crown Pointe Parkway, Suite 1700, Atlanta, GA 30338. Mariner Financial Group is independent of Equity Services, Inc. 770-512-5100. W.M. Nzambi is licensed to sell securities and insurance in Pennsylvania. TC80556(0714)3
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Joyce Schnur is Vice President of Kaplan Schweser Financial Education, a Division of Kaplan Professional. Joyce has over 20 years of financial counseling experience, during which time she advised many executives, directors, and business owners of local FORTUNE 500 companies. Joyce teaches Fundamentals of Financial Planning and Insurance Planning, Taxation of Persons, Property and Other Entities, and Capstone classes for the Certified Financial Planning Certificate Program. Throughout her career, she has been a frequent lecturer on many financial planning topics including Stock Option and Estate Planning. Joyce is a magna cum laude graduate of both Duquesne University (1994), where she received her M.B.A. and Grove City College (1987), where she received her B.A. She has also completed her Certified Financial Planning Certificate (CFP).