Meet Our Faculty
Delivering World-Class Education
Our faculty includes thought leaders who have built reputations not only as academics, but as leading practitioners and sought-after speakers. We’re committed to empowering our students with the knowledge they need to succeed.
Mark McLennon
JD, CLU®, ChFC®, CFP®, CPA/PFS
Assistant Professor of Tax and Estate Planning, Clark/Bardes Chair in Retirement Planning and Non-Qualified Deferred Compensation
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Lesley Mehalick
JD, LLM
Adjunct Professor of Taxation and Special Needs Planning
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Kirk S. Okumura
MSFS, ChFC®, RICP®
Assistant Professor, FSCP® Program Director
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Steve Parrish
JD, RICP®, CLU®, ChFC®, AEP®
Professor of Practice and a Scholar in Residence at the Cary M. Maguire Center for Ethics in Financial Services
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Jose Perez
EdD, MBA
Adjunct Professor of Organizational Leadership & Human Resource Development
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Jim Petersen
PhD, MSM, MSFS, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, ChSNC®, AEP®, CPMBC, CPBC
Roger Hull/James S. Bingay Chair of Leadership, Chartered Leadership Fellow (CLF) Program Director
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