About the Foundation

Board of Trustees

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President - Robert B. Wellendorf, II, CLU, AEP, CAP

Rob Wellendorf is owner of EXECSO, Inc. a consulting and planning firm specializing in business succession and executive benefits, based in Omaha. A past president of the Society of FSP's Omaha Chapter, he has served on numerous committees at the national and Chapter levels. He is very active in his local chapter of the Estate Planning Council. Rob is on the advisory committee of Yale Richards Professional Education Seminar, is an officer of the Omaha Chapter of Legatus, and currently serves as a Chairman for the Sienna Francis House Homeless Shelter in Omaha.

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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.

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Secretary - 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.

Trustees

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Xavier J. Angel

Xavier J. Angel is a financial planner with Angel Wealth Strategies in Metairie, Louisiana, where he specializes in business succession and insurance planning. He is past president of FSP’s New Orleans Chapter and has also served in leadership positions with the Asian Chamber of Commerce of Louisiana, BNI New Orleans, and the Black Chamber of Commerce of New Orleans. Xavier has been working toward a partnership between FSP New Orleans and AARP to bring financial wellness to his community. He is the recipient of NAIFA’s National Quality Award.

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Kevin E. Baldwin, CLU, ChFC, CAP

Kevin Baldwin is co-managing director at B&L Financial Architects in Hartford, Connecticut. A past president of the Society of FSP's Hartford Chapter, he has also served as chair of the Membership and Professional Development Committees and assisted with the Achieving Financial Security program. Kevin is on the alumni board for The American College. Active in his community, Kevin serves on the board of the CT Radio Fellowship and as elder in his local church.

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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.

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Michele B. Collins, JD

Michele Collins is an advanced sales director with MassMutual Financial Group in Boston. As a member of the advanced sales team, Michele provides estate, business, charitable, retirement, special needs, and financial planning case assistance to MassMutual agents and financial planners. She is the current president of FSP’s Boston Chapter and is an active member of the Boston Bar Association where she participates in the M. Ellen Carpenter Financial Literacy Program. She also volunteers with New England Donor Services. A graduate of the State University of New York at Geneseo, she received her JD from Suffolk University Law School in Boston.

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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.

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Michael J. McGlothlin, CLU, ChFC, CFP

Mike McGlothlin is executive vice president at Ash Brokerage in Fort Wayne, Indiana, specializing in retirement, relationship building, and practice management. A past president of the Central Indiana Chapter, he has served on several national and Chapter committees and currently serves as a Chapter advisor. A sought-after author and public speaker, he regularly publishes articles, videos, podcasts and even books on retirement and practice management. As a former student manager at Indiana University, he set up a scholarship that awards full college tuition and books to a student manager of any sport.

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Thomas D. Wyatt, JD, CFP, AIF, CLTC

Tom Wyatt is the managing director and executive director at Lifetime Financial Growth, LLC, in Columbus, Ohio, helping businesses, executives and business owners with their various planning needs. He served as president of FSP's Columbus Chapter 2016-2017 and has been a prominent force in the chapter's strong educational programming. Tom is a graduate of the Capital University Law School and a magna cum laude graduate of the University of Toledo Business School. Tom enjoys being active with his young family, in his church and is an avid sailboat racer.

Ex Officio

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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.