EDWARD K. DARE, III – Founder and Executive Director
President & CEO, Partners Financial Group (PFG), CLU,ChFC,CLTC
366 Walker Drive, Suite 100, State College, PA
As President & CEO of PFG, Ed Dare has 35 years of experience in the financial industry. Since its inception in 1960, PFG has evolved into a powerful national financial services company with over 150 registered associates, including attorneys, financial planners, insurance experts, and accountants. For more than 50 years, PFG has assisted Financial Advisors in designing and implementing comprehensive wealth and security strategies to help their clients accumulate, protect and transfer wealth. While Ed’s primary responsibility is executive oversight of PFG, he currently works individually with a select group of clients throughout the United States providing comprehensive financial planning services. Ed is a Registered Principal with Walnut Street Securities, and a founding principal of PFG Financial Advisors, a federally registered Investment Adviser. He holds FINRA Series 6, 7, 24, 26, 63 and 65 registrations. Ed has served on several boards and held advisory positions with numerous corporate, institutional and non-profit organizations, including ARIS Corporation, the Centre County Community Foundation, the Kevin Dare Foundation, Representative Advisory Council to Walnut Street Securities and NASD (now FINRA). In addition, he has written numerous articles published within the financial services industry. He has been the recipient of the National Management Awards and the Master Agent Award from the National Association of Life Underwriters and the General Agent and Manager Association (GAMA), respectively. Prior to his association with PFG, Ed was a marketing Vice President for Prudential Insurance Company of America. He received Prudential’s highest award, the President’s Citation, five times. Ed received his Bachelor’s Degree in Business Administration with a Major in Business Management from Temple University, as well as receiving a Master’s Degree in Financial Services from The American College Ed is the founder of The Kevin Dare Foundation and the father of Kevin Dare.
ERIC K. DARE , CFP®
Executive Vice President, PFG & Founding Principal, PFG Wealth Advisors, LLC
366 Walker Drive, Suite 100, State College, PA
In his capacity as the executive vice president of PFG, Eric heads PFG’s Risk Management and Qualified Plan Divisions, recruiting, and financial planning. In addition, he is responsible for the development of corporate growth strategies. He is heavily involved in associate study groups and offers guidance in case design and sales ideas. He is the Founder of PFG’s Professional Athlete Division, and is designated as a NFLPA Registered Player Financial Advisor.
Eric is Founding Principal of PFG Wealth Advisors, LLC, obtained his B.S. degree in Marketing from the Smeal College of Business Administration at Penn State University and holds the Series 7, 66 and Pennsylvania Accident, Life and Health licenses.
LAURIE A. SNEVE, CPA
CFO Coreland Companies, Inc.
17542 17th St # 420 Tustin, CA 92780
Laurie A. Sneve has been the Chief Financial Officer of Coreland Companies, Inc. since 2007 and has 25 years of experience in the real estate industry. In her position at Coreland Companies Ms. Sneve is responsible for all financial operations of the company including oversight of the accounting department, human resources and information technology. Prior to Coreland Companies, Ms. Sneve worked for Pan Pacific Retail Properties, Inc. (NYSE: PNP) as Vice President and Controller for over eleven years. In her tenure with Pan Pacific she was responsible for overseeing SEC financial reporting, Sarbanes-Oxley compliance, including oversight of all Company internal controls, property accounting, audit, tax and information technology. She was instrumental in the Company’s 1997 Initial Public Offering, subsequent issuances of equity and corporate senior notes and the acquisitions of Western Properties Trust in 2000 and Center Trust Inc. in 2003. Prior to joining Pan Pacific, Ms. Sneve worked at The Hahn Company, an owner and operator of regional shopping centers, where she was Controller, Director of Accounting and Internal Audit Manager. Ms. Sneve became licensed as a Certified Public Accountant during her tenure with Arthur Andersen & Company. She received her Bachelor of Science in Accounting from The Pennsylvania State University. Ms. Sneve belongs to the American Institute of Certified Public Accountants and the California State Society of Certified Public Accountants.
MICHAEL K. FARRELL
Executive Vice President, US Distribution, Metlife
10 Park Avenue, Morristown, NJ 07962
Michael K. Farrell is executive vice president for US Distribution, MetLife’s sales organization that provides products and services to millions of in dividuals and more than 60,000 employers across the US, including over 90 of the top one hundred FORTUNE 500® companies. The division provides employee benefit and retirement solutions, insurance and other financial services through MetLife’s Employee Benefits Sales, Individual Distribution and third party distribution (through MetLife Investors) channels. He also oversees the sales support functions and a team focused on the operations, sales and investment product management for MetLife’s four broker-dealers (MetLife Securities, New England Securities, Tower Square Securities, and Walnut Street Securitites). Farrell has more than 36 years of experience in the financial services industry. Prior to joining MetLife in May 2001, he was president of Michael K. Farrell Associates, Inc. Founded in 1990, the firm specialized in corporate qualified retirement plans and retirement plans for not-for-profit organizations. At the time of its sale to INC in 2001, the firm had over 1,500 clients. Over the span of his career, Farrell has held the positions of president, Mutual Benefit Pension Corpoiration, and senior vice president, Mutual Benefit Life Insurance Coompany. He served as national sales director for ReliaStar Retirement Plans, and as a member of the ReliaStar Enterprise Council. Farrell is active in community affairs and also serves as a board member of the Boys and Girls Club Life Camp. He is a graduate of Fairleigh Dickinson University.
RICK JACOBS, Ph.D.
Professor of Psychology, The Pennsylvania State University, University Park, PA & CEO EB Jacobs
300 South Burrowes Street, State College, PA 16801
Dr. Jacobs has been at PSU since 1979. He holds a bachelor’s degeree from UCLA, a master’s degree from San Diego State University, and a Ph.D. from UC Berkely. Dr. Jacobs has received several national awards for his work including the Ghiselli award for research excellence from the Society of Industrial and Organizational Psychology (1982), the Yoder-Heneman award for research from the Society for Human Resource Management (1992), the William Owens award for research from the Society of Industrial and Organizational Psychology (200), and the Robert McDonald advancement of organizational research methodology award from the Academy of Management (2010). He has been awarded major research grants from the US Departments of Labor and Transportation, the Nuclear Regulatory Commission and PNC Bank. He is the author of over 50 research articles and book chapters and a fellow in the Society of Industrial and Organizational Psychology, the American Psychological Association and the American Psychological Society. Dr. Jacobs is a Senior Fellow at the Justice and Safety Institute, a member of the Schreyer Honors College Distinguished Faculty, and on the Board of Advisors for the Presidential Leadership Academy. He developed and leads the PNC Bank Leadership Assessment Center where each year, 48 students from the Schreyer Honors College, Presidential Leadership Academy and Bunton-Waller Scholars are assessed through a full-day business simulation.
As head of EB Jacobs, a consulting firm specializing in selection and assessment, Dr. Jacobs sets strategic vision for the company, consults with private and public sector organizations on the design of selection and appraisal systems, and works with them on matters of fair employment. Prior to forming EB Jacobs, he was Vice President of Consulting, North America, for SHL, a worldwide consulting organization operating in 40 countries. In that capacity, he was responsible for the 40 consultants operating in 7 offices in the US and Canada. He was also part of the international research initiative at SHL and worked with clients on developing assessment programs that could succeed across geographic and cultural boundaries.
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