St. Ambrose University

Insurance Education - Instructors


LAURIE ADAMS, CFP®, CLU, LUTCF
Ms. Adams is a Regent's Scholar of the University of Nebraska. She is a 1984 LUTC graduate, obtained her CLU designation in 1988, LUTCF in 1993 and CFP® in 2002. Laurie is a multi-line agent with over 27 years of experience, she also has 20 years experience in continuing education instruction. Ms. Adams is listed in Who's Who in Finance & Industry, a past president of the NAIFA-Peoria, three-year host of the 'Let's Talk Insurance' weekly radio program and Secretary-Treasurer of NAIFA-Illinois.

JOHN BYRNE, PH.D.
Dr. Byrne is Dean of the College of Business and a tenured Full Professor in the Department of Managerial Studies at St. Ambrose University. He has been teaching at the university level for 15 years in the areas of finance, management, and marketing. Prior to teaching, John worked as a commercial banker for 6 years. In addition to teaching at St. Ambrose, John has served as a consultant for a variety of organizations and provides education to business professionals.
 

PATRICK HATTING, MBA, ChFC, CLU, LUTCF
Patrick is an alumnus of the University of Iowa. He entered the financial services industry in 1987 after a six year active duty tour in the Air Force. He has a Series 6, 7, 8 and 65 licenses with the NASD. Patrick is a past president of the Lansing, Michigan Association of Insurance and Financial Advisors. He has previous college level teaching experience in Economics, Business Administration and Finance. Patrick has been an adjunct instructor for St. Ambrose University College for Professional Studies since 2006 and maintains a full-time personal lines insurance practice in Grinnell, Iowa.

 

CAROL JENSEN, PH.D
Carol Jensen has worked in agricultural lending and in the
banking industry since 1981, where she currently has
management and training responsibilities. She has taught
graduate and undergraduate courses for public and private
universities and colleges since 1994. She earned her Ph.D. from the University of Nebraska-Lincoln in 2008.

Dr. Jensen has received numerous teaching awards. Along with classroom teaching, she has been instrumental in developing and providing courses via non-traditional deliveries, such as online, independent study, and ICN.


 
 

JAY C. MATLOCK, CPCU, AMIM, ARM
 Originally from Indiana, Jay graduated cum laude from Indiana State University in 1970. He joined Ruhl & Ruhl in 1980 and became Vice President as well as a principal of the agency in 1989.

In 1973, Jay began his insurance career with Liberty Mutual. He earned his "Chartered Property Casualty Underwriter" (CPCU) professional designation in 1984 and in 1994, also earned the professional designation "Associate in Marine Insurance Management" (AMIM). In June 2000, Jay earned the "Associate in Risk Management" designation, ARM.

Jay served as coordinator for the Quad Cities Insurance Education Council and as an instructor of various insurance courses for several years. Jay has held all the executive positions of the Quad City Chapter, Society of CPCU as well as the Board of the Independent Agents of Scott County. Jay also belongs to Greater Quad-Cities "Risk and Insurance Management Society" (RIMS) and has served on its membership. Jay has been an adjunct instructor for St. Ambrose University College for Professional Studies since 2007.

 
RANDY RICHARDS, PH.D.
Dr. Richards is a Professor of Philosophy and Managerial Studies at St. Ambrose University, where he became a full-time faculty member in 1993. He received his Ph.D. in Philosophy from the University of Iowa in 1996 and holds an M.A. in Philosophy from Georgetown University, Washington D.C. He received his B.A. in Philosophy at St. Ambrose in 1971. Prior to 1993, Randy performed management, training, and consulting responsibilities with several local companies while serving as Adjunct Professor in Philosophy with St. Ambrose. He is recognized for his expertise in the field of organizational behavior, process development, business ethics, and human resource management. Randy has been designing classes and teaching insurance continuing education since 1988. He is also a Visiting Professor at Zagreb School of Economics and Management in Zagreb Croatia and Visiting Professor at International Business School in Vilnius Lithuania.
 
 

GARY SOLDAT
Mr. Soldat graduated from Western State College of Colorado.  He is an experienced underwriter and instructor.  He has taught all aspects of insurance including licensing, field underwriting, and sales.  In addition, he has taught various insurance programs for the Insurance Institute of America.  Gary has written and coauthored a number of study guides for both pre-license and continuing education programs.

 

JACKIE VAN METER, CFP®

Ms. Van Meter holds licenses for life, accident and health and variable contracts in Iowa. She is also NASD registered for investments (Series 7). Ms. Van Meter has a Bachelor of the Arts Degree from Loras College, where she graduated maxima cum laude with a degree in accounting. She has worked in group insurance for 20 years and in individual insurance for 17 years. She has been an adjunct instructor for St. Ambrose University College for Professional Studies since 2005. She has spoken in front of professional planning groups, conducts seminars for organizations and maintains a full-time insurance practice with Steele Financial Services in Dubuque, Iowa. She attained her CFP® Designee status in 2000.

 

LISA WILLOWS

Mrs. Willows is an alumnus of St. Ambrose University receiving a Bachelor’s Degree in Business Administration in 1989. She is currently employed at Mutual Med Inc. in Davenport, IA as their Manager of Customer Service. Lisa has experience in all areas of Health Insurance specializing in Group, Medicare, Individual and Ancillary products lines. She has given several Group insurance presentations as well as Medicare presentations to various audiences throughout the Quad Cities in both Iowa and Illinois. Lisa is currently licensed to sell Health and Life insurance in Iowa, Illinois and South Dakota.

 

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