Rick McClanahan has been working in the financial sector for over 20 years, helping clients protect their assets and invest wisely. A successful financial consultant, speaker, coach and entrepreneur, he founded his holistic financial services practice, Legacy First Financial Group LLC, in 2007 and is also the founder and CEO of the American Financial Education Alliance (AFEA), an IRS approved 501(c)(3) nonprofit organization specializing in teaching financial education in libraries, businesses and over 200 universities nationwide.
Rick’s success in his financial practice and non-profit organization led to an overwhelming desire to educate financial professionals about the new DOL fiduciary rule and what it now means to be a true fiduciary. In early 2017, he founded the National Association of Certified Financial Fiduciaries (NACFF®) and created the Certified Financial Fiduciary®designation to accomplish this goal.
Rick is a widely sought-out conference speaker and instructor of multiple topics including comprehensive fiduciary training, understanding fiduciary laws, the DOL fiduciary rule as well as financial management, retirement income planning, Social Security and Medicare training, employee and workplace training, wealth management strategies and more. His workshops, classes and seminars are in constant demand due to his devotion to his craft, his passion for helping people improve their lifestyles and his expertise in insurance, finance, tax and estate planning issues.
Rick served eight years on three different ships in the United States Navy and is a proud veteran of Desert Shield and Desert Storm.
Laural comes from a highly demanding customer service background. Making sure her customers are well taken care of is truly her pleasure. Along with personal customer care, Laural also brings to NACFF her passion for organization and willingness to help others. Even though she was born and raised in Alabama, Laural is happy to call Charlotte her home. During her time away from work, Laural enjoys spending time with her friends, exploring new restaurants, and relaxing at home with her cat, The G.
Jenny was born in Burbank California and has called Charlotte, NC, home since the age of six.
Jenny has an extensive background of almost 30 years in customer service. Her experience in many different fields has built an impressive portfolio of skills and abilities of which she brings to NACFF. She spent 12 years in the automotive industry and almost 10 years as a medical device sales rep to area hospitals.
She also spent time studying business and psychology which she applies to her customer service background.
Jenny strives to build trust and strong long term relationships with her clients and business partners. Building and maintaining those relationships is something that comes naturally for her
In her spare time, Jenny enjoys traveling, cooking and many other outdoor activities. She has also raised two wonderful children, Dillon, age 26 and Ravin, age 21.
NACFF welcomes Dr. Michele Poff to our Board of Directors.
Michele specializes in academic, legal and other nonfiction writing of all types, including persuasive writing (e.g. marketing documents), where clarity and argument quality are essential, and legal writing which demands high levels of precision and persuasiveness. She also designs, conducts, and analyzes original research and design courses to meet clients' educational needs
Certifications
Mensa High IQ Society Awarded: 2012
Education
University of California, Berkeley BA, English
Portland State University MA, Linguistics/English language instruction -2005
University of Washington PhD, Communication - 2010
NACFF is proud to welcome Jason Smith to our Board of Directors.
Jason L Smith is a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur. He is the president and CEO of Clarity 2 Prosperity.
Jason has segued his experiences as an accomplished advisor into teaching others how to achieve similar success. He regularly trains advisors through live events, coaching calls and study groups. He helps to develop and test market concepts in his practice and makes his office available to select advisors to observe him and his team for training purposes. He is consistently called upon to speak at many industry events, including Ed Slott’s Elite IRA Advisor GroupSM workshops, Forum 400, and MDRT’s Top of the Table annual meeting. Jason is passionate about mentoring advisors in order to help them achieve a common goal: improving the lives of American families through holistic financial planning.
Jason was recognized as an Emerging Leader and Legend at Forum 400, Investment News 40 Under 40, and a Best Rising Star candidate by National Underwriter Life & Health Industry Elite Awards. He is the author of the book Clarity 2 Prosperity: An Advisor’s Guide to Charging Planning Fees and The Bucket Plan, and is the co-author of the book The Hiring Advantage.
President and Visionary behind Learn Ethos: a revolutionary learning and development company dedicated to creating learning experiences that ENGAGE, ENCHANT, and INSPIRE.
Strategic lead for all Learn Ethos projects:
•Needs and gap analysis, learner population research, and curriculum development
• Accreditation-ready assessment-based certificate programs, specializing in both the ICE 1100 and the ASTM E2659 standards for accredited certificate programs
• Measurement, metrics, and assessment strategy and development
• Instructional design and development of education, training, and communications programs in all delivery modalities, including eLearning, virtual/F2F classroom, mobile
