Information about our instructorsAt Emory we only hire financial planning instructors who have achieved the prestigious CFP® certification and have practical expertise in their respective fields. All of our instructors have also demonstrated both excellent teaching abilities and superior knowledge of the subject matter.
Tom Gould, CFP®
Mr. Gould is Of Counsel with Caldwell & Watson specializing in Wills, Trusts, Estates and Estate Planning for high net worth individuals. Tom has 27 years of experience in the Estate and Trust industry having worked as a Trust Officer and Estate Planner for four of the largest trust companies in Atlanta - most recently with Citigroup Trust. Tom has worked with individuals, their families and advisors in developing and implementing customized estate plans that are both tax and relationship sensitive. Tom is familiar with and has used the most advanced estate planning techniques in a variety of family situations from the most simple to the complex. Tom is a member of the State Bar of Georgia and an active member of its Fiduciary Law Section. He has served on its Legislative Committee for over 15 years promoting, reviewing and advising on legislation affecting estates and trusts in Georgia. He has also spoken and written in the estate planning, charitable and tax areas on many occasions. He has been published in "Trust and Estates Magazine", presented at the Estate Planning Institute in Athens, GA as well as the Decatur/DeKalb and Savannah Estate Planning Councils and spoken at many other seminars on estate planning throughout Georgia. Tom is also a member of the Atlanta Estate Planning Council. He serves on the Board of the DeKalb Medical Center Foundation where he is currently the chair of the Planned Gifts Committee and the Foundation's Finance Committee. Tom recently became trained and registered as a mediator in the State of Georgia. Tom achieved his CFP® designation in February, 2007. Walt Helms,
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Thomas E. Gould (Tom) was born in Tampa, Florida in 1950. He moved to Atlanta to attend Georgia Tech where he received a Bachelor of Science in Industrial Management degree in 1972. Tom continued his education at Georgia State University where in 1973 he earned a Masters of Business Administration in Finance. After two years in the private sector, he attended Emory University Law School where he earned his law degree and passed the Bar in 1978.
CFP®
David Hultstrom is the founder and president of Financial Architects, LLC, which specializes in providing financial planning and wealth management to high-net-worth clients. He has earned the following designations: Masters of Business Administration (MBA); Certified Financial Planner® (CFP®); Chartered Financial Analyst® (CFA®); Chartered Financial Consultant® (ChFC®). In addition to his work teaching Emory CFP courses and his financial planning and wealth management practice, he also teaches CFP review courses in various cities, conducts continuing education classes for CPAs and other financial professionals, and serves as an arbitrator and expert witness in securities arbitrations. He has been active as a local chapter board member of both the Financial Planning Association and the Society of Financial Services Professionals. In addition, he is also currently a member of The CFA Society of Atlanta, The American Finance Association, The Financial Planning Association, The Academy of Financial Services, The National Association of Personal Financial Advisors, and Mensa.
Harvey Hutchinson serves as the Senior Financial Planner to the Private Client Services Group of Columbus Bank and Trust Company, a subsidiary of Synovus Financial Corp. Harvey is responsible for preparing and presenting comprehensive financial plans to the bank's affluent customers. Prior to joining Synovus / CB&T, Harvey practiced law with an emphasis in estate planning, estate and trust administration, business planning, tax planning, and retirement planning. Mr. Hutchinson's extensive formal education consists of three business degrees [B.S. (Finance), M.B.A., M.Acc.] and two law degrees [J.D. (Estate Planning & Business Planning), and LL.M. (Taxation)]. Furthermore, he holds the following certification and designations: Certified Financial Planner®, Retirement Plans Associate™, and Compensation Management Specialist™. Harvey held an adjunct faculty position with a university and has presented several seminars to attorneys, CPAs and financial advisors. Mr. Hutchinson is admitted to practice law in Alabama, Georgia, Texas and New York.
Tim Jeffrey is an Investment Associate with UBS Financial Services, Inc. He has over a decade of experience in teaching on wealth management planning subjects and creating investment plans for family and corporate accounts. Tim began his career with Prudential Securities, Inc. in 1993 as a Financial Advisor and has been employed with UBS Financial Services, Inc. since 2003. Tim has taught investment courses every year since 1996 in the "Evening at Emory" program in the Center for Lifelong Learning at Emory University. He has also volunteered with the Evelyn Brust Foundation's Investor Education at your library ® national initiative.
Richard Mackelfresh is a financial advisor with Ameriprise Financial Services, Inc. primarily focusing on personal financial planning for investments, protection planning, family security and tax management strategies. He has been working with Ameriprise offering financial advice to his clients for over seven years.
