"I would definitely recommend Dalton to anyone who wants to pass the CFP on the first try"
- Rudy Fernandez
Dalton Education Faculty & Staff |
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J. Rey Belyeu, MBA, CFP® Mr. Belyeu is president of Cornerstone Financial Planning, a financial planning practice concentrating on comprehensive financial consulting for individual and small to medium size businesses. Mr. Belyeu has over 27 years in the financial services industry, which includes countywide manager and First Vice President of Private Banking for SunTrust Bank. His degrees include a BS from the University of Florida and Master of Business Administration from the University of Central Florida. Mr. Belyeu has over 25 years of teaching experience which includes all modules of the CFP® certification education program and review courses, both in a traditional classroom and live, over the Internet.
Dr. David W. Durr, PH.D. CFA, CFP® Dr. David W. Durr is a professor and the Arthur J. Bauernfeind Chair in Investment Management at Murray State University. He also directs the program in personal financial planning that is registered with the Certified Financial Planner Board of Standards Inc. Durr has worked with investment and financial services professionals across the country. For several years Durr has taught financial planning seminars/classes throughout the United States. Durr has taught courses in investment management, corporate finance, derivatives, portfolio management, and risk management. Durr is co-author of Dalton CFA® Review: Study Notes Volume I and II. (Dalton Publications, L.L.C.) He has published articles in several journals including Advances in Investment Analysis and Portfolio Management, Review of Quantitative Finance and Accounting, Managerial Finance, Journal of Financial Service Professionals, and Advances in Taxation. Durr earned a B.B.A. at the University of Texas at Austin, M.B.A. from Stephen F. Austin State University, and Ph.D. from the University of North Texas.
David J. Klein, CFP®
Mr.
Klein is a Regional Vice President for an Insurance Company based out
of New York, where he is focused on agent training and sales
assistance. Mr. Klein has over 17 years in the Insurance and Financial
Services industry, including as a Regional Vice President for a Fortune
500 Company. Mr. Klein is a CFP® Certificant and has a BS from the
University of Florida. Mr. Klein is a technical editor of The Dalton
Review® for the CFP® Certification Examination. He is also an
instructor of Fundamentals of Financial Planning and Insurance
Planning.
Thomas P. Langdon, J.D., CPA, CFA, CFP®, CLU, CEBS
Mr. Langdon has held numerous leadership positions, having served on the Board of Examiners of the Certified Financial Planner Board of Standards, as academic advisor to the Society of Financial Service Professionals Business and Compensation Planning Section and as an education committee member for the Financial Analysts of Philadelphia. Mr. Langdon’s articles have appeared in Financial and Estate Planning Quarterly and The American Bar Association Small Firm Digest, among other publications.
Randy C. Martinez, MS, CPA, CFP®
Randy Martinez, MS, CPA, CFP® holds a Master's of Accounting with a specialization in Tax from the University of New Orleans and a Bachelor's of Accountancy from Loyola University in New Orleans. Randy is licensed in the state of Georgia as a Certified Public Accountant (CPA) and is a Certified Financial PlannerTM professional.
Mariette T. O'Malley, CPA, JD, CFP®
Mariette O'Malley is a tax partner in private practice focused on individual tax and financial planning issues. She is a frequent lecturer on tax and financial matters to local business and civic groups, a contributing speaker to the American Institute of Certified Public Accountants (AICPA) and a contributing author to CPE course on 401(k) plans designed for the Internet. Ms. O'Malley has taught review courses for CPA exam candidates and the CFP® Certification Examination. She is a member of the American Association of Attorney-Certified Public Accountants, AICPA and American Bar Association.
Kristi M. Tafalla, JD, MS, CFP®, ChFC
Kristi Tafalla is president of KMTafalla Financial and Legal Services, LLC, which provides professional services including legal services, financial planning, and development and consulting services to financial services providers. Ms. Tafalla has contributed to several recognized academic texts including Estate Planning for Financial Planners, Retirement Planning for Financial Planners, and Personal Financial Planning: Theory and Practice. She also contributed to the Dalton Review for the Certified Financial Planner Exam and was the editor of and a contributor to Review for the Hong Kong CFP® Certification Exam, Papers 1-4. Ms. Tafalla was previously the director of product development for BISYS Education Services/Dalton Publications.
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