We love to share knowledge with you! Our team is inspired by the success of our outstanding students: dedicated professionals who strive to continue learning on a lifelong academic pathway in financial services!
We provide World Class Professional Development so you can provide high value financial services.
To unleash your limitless potential through lifelong learning
“In my role as founder and president of Knowledge Bureau, I am excited by our collective passion at to share knowledge with outstanding people who want to be at the top of their game and soar higher by actively engaging in their professional development. We are proud to share our superpowers with you—and look forward to hearing more about yours!” —EVELYN JACKS, FOUNDER AND PRESIDENT
BARBARA MCRAE, EXECUTIVE PROJECT MANAGER
Top superpowers: “I love organizing, collaborating and thinking! Having been a part of Knowledge Bureau for 15 years now, I am really proud to be part of the team and to see how far we have grown and evolved.”
BETH GRADDON, MARKETING & COMMUNICATIONS MANAGER
Top superpowers: “Big picture strategic thinking, creative communications and adaptability are my superpowers. I love the dynamic, innovative environment that encourages participation and strategic input from the whole team at Knowledge Bureau.”
ALAN GORDON, DIRECTOR OF OPERATIONS
Top superpowers: “I am great at team engagement, critical thinking and I have an inherent problem-solving approach that enables me to understand multiple perspectives and is underscored with great patience.”
DALE LACOMBE, MANAGING DIRECTOR, ENTERPRISE SOLUTIONS
Top superpowers: “I really enjoy helping our customers build their business and achieve their objectives by aligning our services with their initiatives. I develop solutions that are right, give great presentations and with my high energy I am always ready to step up.”
WALTER HARDER, MASTER INSTRUCTOR
Top superpowers: “In my multiple roles of author, mentor, teacher, researcher, editor, problem solver, I love tax,teaching and being an expert resource. I also love building new things. Knowledge Bureau offers me a unique opportunity to do the things I love and am good at.”
AL JACKS, SR. VP, BUSINESS DEVELOPMENT
Top superpowers: “I envision and create new growth opportunities for Knowledge Bureau, recruiting and mentoring our Educational Consultants, new clients, sponsors and corporate partners. In a great company doing great things, my creativity, empathy and perseverance help me to propel sustainable corporate momentum and innovative, new growth opportunities.”
CAROL SCOTT, DIRECTOR OF STUDENT RELATIONS AND REGISTRAR
Top superpowers: “I am a great team leader, I enjoy assisting students and building relationships with a great team of people.”
SHARON CLEVELAND, MFA-RETIREMENT AND SUCCESSION SERVICES SPECIALIST, RWM (REAL WEALTH MANAGER) AND MFA-P (PHILANTHROPY) PROGRAMS
Top superpowers: “I am a great listener, I help our students and our team make the very best decisions and I get great satisfaction knowing I have a strong purpose here at Knowledge Bureau, my work family.”
GINA MARANAN, EDUCATIONAL CONSULTANT, DFA-BOOKKEEPING SERVICES SPECIALIST PROGRAM
Top superpowers: “I provide excellent student services and have a great passion to help people meet their goals, and to complete their academic path in continuing professional development leading to specialization.”
ALAN ROWELL, CATALYIST, THE RWM SOCIETY
Top superpowers: “Tenacity, like a ‘dog with a bone’ I won’t let go until completed or defeated! I have a keen diametric thought process; the ability to view a problem or question from multiple directions simultaneously; plus I am very entrepreneurial. . . the that end, my favorite question is “What If?”
SAM KOZALK, ACCOUNTING MANAGER