About the Foundation
Board of Trustees
President - Kathleen W. Bilderback, JD, LLM, AEP
Kathleen Bilderback is one of four founding members of Affinity Law Group in St. Louis where she specializes in estate, business, executive benefits, and executive compensation planning with life insurance. She is a nationally recognized speaker and author, having presented at AALU, MDRT’s Top of the Table, the FSP Institute, and NAIFA’s Performance + Purpose conference. She has served as an adjunct professor in the LLM program at Washington University’s School of Law. Kathleen is a past president of FSP’s St. Louis Chapter, a past director of NAIFA St. Louis, and serves on AALU's Business Insurance and Estate Planning Committee. She is actively involved with the St. Louis Children's Hospital Foundation.
CEO - David M. Maola, JD, MBA
David Maola is CEO of the Society of FSP last year after a successful tenure as CEO of the Center for Autism in Philadelphia. As head of the Center, David successfully implemented organization-wide change that streamlined operations and achieved budget surpluses. Prior to his leadership role at the Center for Autism, David was president and CEO of the Pathway School and the Pathway Corporation. He has also served as CEO of the Drug Information Association and Foundation, and as executive director of the Council on Tall Buildings and Urban Habitat. David holds BA and JD degrees from Temple University, and earned an MBA, summa cum laude, from California Pacific University.
Secretary - Jessie G. Dogillo, CFP, CLU, ChFC, AEP
Jesse Dogillo is founder of Bay Area Financial Advisers where his practice focuses on financial and wealth planning for individuals and small business owners. Jesse is contracted with the Secretary of Defense’s Office of Financial Readiness to promote financial literacy to U.S. military service members and is a member of the Round Table Group, a consortium of expert witnesses providing litigation support to both plaintiff and defense attorneys. In 2020, he was appointed by the California Insurance Commissioner as a member of the curriculum board which oversees the development of education for agents, brokers, and those seeking professional designations. He also shares his expertise as an instructor at the University of California, Santa Cruz, Silicon Valley Campus.
Trustees
Richard A. Bell, CLU, ChFC, CFP
Dick Bell is owner of Bell Financial, providing insurance and financial services to a wide variety of businesses and individuals for over 40 years. He spearheads the FEP pro-bono project for the Foundation. Dick is a graduate of Northwestern University. He earned his CLU in 1969; ChFC in 1982; MSFS and CFP in 1984; RHU in 1992 and REBC in 2002. Dick works and resides in Calabasas, California, and enjoys racewalking and tennis.
Kelly Dancy, JD
Kelly Dancy is a partner with Walny Legal Group, LLC, in Milwaukee. Her practice areas include estate planning and administration, probate, business succession, and asset protection planning. She has presented on estate planning topics both locally and nationally and has published articles in numerous publications, including the Journal of Financial Service Professionals, Trusts and Estates, and the Wisconsin Lawyer. Her 2015 article on trust situs in the FSP Journal was recognized with the Kenneth Black, Jr. Journal Author award. A native of Indianapolis, Kelly was named an “Up and Coming Lawyer” by the Wisconsin Law Journal in 2016 and a “Super Lawyer Rising Star” for 2017.
Joshua Dluhos, MS
Josh Dluhos is senior director, Estate and Gift Planning, for the American Cancer Society where he serves the Western Pennsylvania and Northeast Ohio regions. He has successfully raised over $40 million in gifts using his in-depth knowledge of planned giving. Prior to joining the ACS, Josh was a trust officer in the Charitable Endowment Group of Institutional Investments with PNC Bank in Pittsburgh. He is a member of NAEPC and recently completed a two-year term as president of the Pittsburgh Chapter of the Society of FSP. Josh holds two master’s degrees from Robert Morris University—in nonprofit management and taxation.
Ernest J. Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA
Ernie Guerriero is director of qualified plans, business markets, for Consolidated Planning, Inc., working with companies and individuals with employer sponsored retirement plans. A thought leader and subject matter expert on the rules and regulations that impact employer sponsored retirement plans (Department of Labor, ERISA, IRS, Treasury), Ernie coaches and assists other professionals in three areas: accumulation, preservation, and distribution planning. His articles have been published in the Journal of Financial Services Professionals and the New York University Review of Employee Benefits and Executive Compensation.
Angela K. Lust, MBA, ChFC, CExP
Angela Lust is the founder and president of Longview Strategies, a firm based in Amarillo, Texas, that provides executive level management services for transition planning and organizational capacity. She previously served as a senior executive of a community foundation. Angela is past president of FSP’s Amarillo Chapter and continues to serve on its board of directors. She is also active in the leadership of the Amarillo Area Estate Planning Council and with several community and charitable organizations, including the West Texas A&M University Enterprise Center.
Mark D. Masters, JD, AEP
Mark Masters is of counsel with Glatstein & O’Brien, a Denver law firm. His practice focuses on estate, tax, and business planning, estate and trust administration, and planned charitable giving. He has been a continuing education instructor and program planner for Colorado attorneys since 1992 and was recognized for his efforts with the Doyle Award of Excellence by the Colorado Bar Association. Mark is an adjunct faculty member in the paralegal department of Arapahoe Community College and a lab instructor at the University of Denver College of Law. He is recognized as a Colorado Superlawyer by ColoradoBiz magazine. Mark is past president of FSP’s Rocky Mountain Chapter.
Andrew J. Rinn, JD, CLU, ChFC, CFP
Andrew Rinn is AVP, Advanced Sales Strategy for Sammons Financial Group, based in Lincoln, Nebraska, where he leads a team of credentialed individuals exclusively focused on meeting the complete educational and training needs of modern advisors. His areas of expertise include wealth preservation, estate planning, business planning, and executive benefits. Prior to joining Sammons, Andrew was vice president of Advanced Solutions & Design with Ameritas. He is a frequent author in publications such as Life Insurance Selling, Senior Market Advisor, and the Journal of Financial Service Professionals, and speaks regularly at industry meetings. He is past president of FSP’s Central Iowa Chapter and currently has leadership roles with the American Cancer Society and FSP/NAIFA’s Advanced Practice Center. He is a graduate of Drake University School of Law and Midland University.
Ex Officio
Anne Rigney, JD, CLU, ChFC
Anne Rigney serves as general counsel for the Society of Financial Service Professionals. In this position, she acts as legal adviser to the FSP board of directors, staff, and volunteer leaders in 80 chapters nationwide. She was instrumental in drafting the FSP Code of Professional Responsibility and serves as the organization's ethics officer. Anne is managing editor of the Journal of Financial Service Professionals and heads up FSP’s corporate communications. She is a past director of the Greater Philadelphia Chapter of the Society of FSP and serves as a trustee for Holy Child Academy in Drexel Hill.