Kenneth J. Zahn’s career as a financial planner spans over thirty years. During this time, he has been involved in fee-based planning as well as management of a variety of insurance and investment products for individuals, small businesses, and... Read More
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Dean Bosco presently serves as a Wealth Management Advisor in the Orlando BB&T Wealth Management Group. Dean specializes in primarily serving individuals and families who have $2mm or more in investable assets. Examples of those he serves are individuals... Read More
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Bart has over 8,000 hrs of teaching in the live classroom for financial exam prep and related material. Over 4,000 hrs of this is related to the CFP(r) exam prep. Mr. Brewer has been teaching... Read More
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Originally a Connecticut Yankee, Glenn J. Downing received his MBA from the University of Connecticut in 1984 with a finance concentration, and has been working in the financial services industry since moving to Florida in 1997. He attended Ken Zahn’s... Read More
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In her thirty-year career as a financial educator, Carla Gordon, CFP®, MSFS has enabled thousands of candidates to pass rigorous licensing and designation examinations including the Certified Financial Planner (CFP® ) Examination. As an exam instructor, Carla is... Read More
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Jon has nearly a decade of experience in the financial services industry. Currently, Jon is a financial advisor with Fidelity Investments, a global leader in investment management and financial guidance. Jon started his career on the insurance side of... Read More
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Tim has lived in Central Florida all of his life. He obtained a BS in Marketing from UCF. Tim also received his Financial Planning Certificate from the UCF Center for Financial Planning. He took the Zahn Live review which... Read More
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Ryan, UNF Associate Faculty, is a graduate of Fernandina Beach High School and has worked in the Jacksonville area since 2003. He earned his B.B.A. in Finance and Computer Information Systems from Mercer University where he... Read More
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Ryan Olson has enjoyed participating in the dynamic financial services for over a decade. He started his career teaching financial principles to young professionals for a large financial services firm. Shortly thereafter, he traveled the country helping... Read More
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Jim takes a highly disciplined approach to financial advising, an approach that is all about maximizing growth and minimizing risk. In doing so, he is able to help lead his clients through the phases of wealth, from accumulation to... Read More
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Patricia White Kearney has been working in the Financial Services industry since 2002 and has experience in Financial Planning, Client Portfolio Management, and Life, Disability and Long Term Care Insurance. She attended the Zahn Live Review in November 2009... Read More
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