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 an in-demand conference speaker and instructor of multiple topics, including comprehensive fiduciary training; understanding fiduciary laws; the DOL fiduciary rule; 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.

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 produced an impressive portfolio of skills and abilities that she brings to NACFF. She spent 12 years in the automotive industry and almost 10 years as a medical device sales rep for area hospitals.

She also spent time studying business and psychology, which she incorporates into 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 to her.

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 Award – 2012

Education

University of California, Berkeley BA, English

Portland State University MA, Linguistics/English language instruction ¬– 2005

University of Washington Ph.D., Communication – 2010 

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, and mobile

Ravin is responsible for onboarding all new members and other various office duties. 

She is an asset to our organization as she adds valuable customer service skills from her previous employment experiences and is also fluent in today's technology while helping the company use it to its fullest potential to help our company grow. 

In her spare time, she enjoys spending time with her husband and their dog and two cats, who are their "fur babies."

Jeff Kenney brings 30 years of leadership and management experience in professional licensure and certification to NACFF.

While at the National Council of Architecture Registration Boards, he led the conversion of the Architect Registration Examination to one of the first large-scale computer-delivered exams in North America.

He served as the Executive Director of the National Council for Interior Design Qualification (now CIDQ). During his tenure, he restructured the internal operations systems to accommodate the growth of interior design professional qualifications and certification.

Jeff has extensive experience working across many cultures and adapting programs to unique customs and locations in the area of financial services. 

He holds a Bachelor of Architecture from the University of Tennessee and a Master of Architecture and Urban Design from Washington University.