The Dalton Review® Faculty

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.

James E. Coleman, Ph.D.

Dr. Coleman’s teaching experience spans 15 years, including undergraduate, graduate and Executive MBA programs at Troy University, Mercer University and Dalton State College. In addition, as Vice President of Market Results, a financial planning training and consulting firm, he has helped hundreds of candidates pass the CERTIFIED FINANCIAL PLANNER exam over the last decade. Prior to his academic career, Jim spent over a decade in public accounting and corporate management, concluding with the position of Managing Director of Public Relations at Federal Express, where he was responsible for the company’s global public and investor relations activities. His degrees include a MS and Ph.D. from University of Alabama as well as BBA in accountancy from University of Mississippi.

Joseph M. Gillice, MBA, CPA, CFP

Mr. Gillice is a co-founder and President of Dalton Education, LLC. Previously, Mr. Gillice was Director of University Programs for BISYS Education Services, where he implemented and managed financial planning programs at Georgetown University, Duke University and many others. Mr. Gillice is a former adjunct faculty member at Georgetown, Northwestern and Duke Universities where he taught financial planning, insurance and investment planning. He is the author of Financial Calculator Essentials, co-author of Fundamentals of Financial Planning, The Dalton Review Pre-Study Materials in Investment Planning and Fundamentals of Insurance Planning. Mr. Gillice has a Master of Business Administration from Georgia State University and a finance degree from Florida State University.

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.) 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.

William Joseph (Joe) Gosch, CPA, CFP, CGMA, FLMI

Mr. Gosch spent over twenty years honing his skills working for companies such as the Internal Revenue Service, KPMG Peat Marwick, Coopers & Lybrand, and PricewaterhouseCoopers. He now runs his own accounting and financial planning firm in the Houston, Texas area. Mr. Gosch earned a Bachelor’s of Business Administration degree in accounting from The University of Texas at Austin and has been a licensed Certified Public Accountant in Texas for almost twenty years. He is also a CERTIFIED FINANCIAL PLANNER professional, Chartered Global Management Accountant, Certified Information Systems Auditor (inactive status), and Fellow of the Life Management Institute.