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Our Financial Expert Review Board
At Bankrate, we take the accuracy of our content seriously. Many of our articles are reviewed for accuracy and relevancy by a panel of financial experts. They hold us accountable for publishing content that’s objective, balanced and worthy of your trust. Financial information you can trust
Our board consists of wealth managers, financial planners, investors, compliance experts, insurance educators and other financial professionals. The depth of their experience - and thoroughness of their reviews - should give you confidence that everything you read on our site is of the highest quality and integrity. The Process How does the review board work
Article submission
Expert review
Content updates
Publication
Meet our panel of experts
Review board members
Allyson Johnson
Head of investor relations, Gateway Partners Allyson Johnson leads marketing and fundraising for Gateway Partners. She is a CAIA charter holder and has passed the CFA Level II examination. Andrea Woroch
Nationally recognized finance expert Andrea Woroch is a family finance expert, writer, speaker and on-air contributor who is passionate about helping Americans find simple ways to spend less and save more. Bruce McClary
Personal finance and credit expert Bruce McClary has been a featured financial expert for some of the nation’s top news outlets, including CNBC, CNN, New York Times, and The Wall Street Journal. Drawing upon his direct experience as a lender and debt collector, Bruce has provided one-on-one financial counseling to thousands of consumers, trained financial educators, and reached millions more through print and broadcast media. Casey Fleming
Mortgage advisor and author Casey Fleming is an expert who helps clients understand how the mortgage industry and loan products work, and how to get the best mortgage for their specific needs. Chloe Moore CFP
Founder of Financial Staples Chloe Moore CFP, is the founder of Financial Staples, a virtual, fee-only financial planning firm based in Atlanta and serving clients nationwide. Chris Birk
Vice President of Mortgage Insight, Veterans United Home Loans Chris Birk is a former contributor at Bankrate. He is the Vice President of Mortgage Insight for Veterans United Home Loans and author of “The Book on VA Loans: An Essential Guide to Maximizing Your Home Loan Benefits.” Debra Johnson-King
Founder and president, The DebJon Group Debra Johnson-King is the founder and president of The DebJon Group (Your Financial Concierge), a financial services company. Erica Sandberg
Credit And Money Management Expert Contributor Erica Sandberg is a credit and money management expert who began her career at Consumer Credit Counseling Service (CCCS). There, she helped individuals and families overcome their debt issues and developed budgets, then transitioned into the agency’s primary media spokesperson. Greg McBride CFA
Chief financial analyst Greg McBride CFA, is Senior Vice President, Chief Financial Analyst, for Bankrate.com. He leads a team responsible for researching financial products, providing analysis, and advice on personal finance to a vast consumer audience. Jason Steele
Travel Rewards Expert Contributor Jeffrey Beal
President, Real Estate Solutions Jeffrey L. Beal, president of Real Estate Solutions, has 40 years’ experience in multiple phases of the real estate industry. Jim Kazliner
John Egan
Contributing reporter John Egan is a freelance writer and content marketing strategist in Austin, Texas. He is a contributor for Bankrate and specializes in content focusing on personal finance, real estate and health and wellness. Among the outlets where John’s work has appeared are CreditCards.com, Forbes Advisor, Experian and U.S. News & World Report. He is the former editor-in-chief of the Austin Business Journal. John Stearns
Senior mortgage loan originator, American Fidelity Mortgage John Stearns, CMC, CRMS is a Senior Mortgage Loan Originator with American Fidelity Mortgage. Kenneth Chavis IV
Senior wealth manager, LourdMurray Kenneth Chavis IV is a senior wealth manager who provides comprehensive financial planning, investment management and tax planning services to business owners, equity compensated executives, engineers, medical doctors and entertainers. Malcolm Ethridge
Fiduciary financial advisor, CIC Wealth Management Malcolm Ethridge, CFP, is an executive vice president and fiduciary financial advisor with CIC Wealth Management, based in the Washington, D.C. area. Malik S Lee
Founder of Felton & Peel Wealth Management Malik S Lee, CFP, CAP, APMA, is a financial expert with nearly two decades of experience and is the Managing Principal and Founder of Felton & Peel Wealth Management. Mark Friedlander
Director of corporate communications, Insurance Information Institute Mark Friedlander is director of corporate communications at III, a nonprofit organization focused on providing consumers with a better understanding of insurance. Mark Hamrick
Washington Bureau Chief Mark Hamrick is Washington Bureau Chief for Bankrate. He is a national award-winning business and financial news journalist. Mark Kantrowtiz
Nationally recognized student financial aid expert Mark Kantrowitz is an expert on student financial aid, the FAFSA, scholarships, 529 plans, education tax benefits and student loans. Rebekah Hovey
Editor Rebekah Hovey is an editor with nearly a decade of experience creating and shaping content in finance-related and health care fields. Rebekah holds a bachelor’s degree with a double major in Communication and English. Robert R Johnson
Professor of finance, Creighton University Robert R Johnson, Ph.D., CFA, CAIA, is a professor of finance at Creighton University and chairman and CEO of Economic Index Associates, LLC. Sally Herigstad
Personal Finance Writer Scott Holeman
Director of Media Relations, Insurance Information Institute Scott Holeman enhances relationships with national media by educating insurance consumers through consumer content, outreach and producing videos for the Triple-I. Shashank Shekhar
CEO, InstaMortgage InstaMortgage (formerly Arcus Lending) CEO Shashank Shekhar is a top 15 loan officer and has been named the No. 4 broker in the country. Stephanie Zito
Travel Rewards Expert Contributor Steve Ellis CPCU AIC MBA
Assistant Vice President & Claims Field Manager Steve Ellis CPCU AIC MBA, is a 30 year veteran of the insurance industry. His experience extends into training, operations, quality improvement, audit, compliance, claims technology, and data & analytics. Suzanne Hollander
Director of Real Estate and Asset Management, City of Miami; Professor of Real Estate Law, Florida International University Suzanne Hollander is the City of Miami’s Director of Real Estate & Asset Management. Thomas Nitzsche
Thomas Nitzsche is Sr. Director of Media and Brand at Money Management International (MMI), the largest provider of nonprofit financial counseling and education in the United States. Todd Christensen
As an author, speaker, financial educator, and education manager for the Money Fit Academy, Todd Christensen develops financial education programs and provides credit and debt counseling for individuals and groups around the country. Zachary Finn
Director of risk management, Henriott Group Zachary Finn serves as Henriott Group Inc.’s Director of Risk Management and is responsible for client education, industry, vertical risk management solutions and client engagement. Additional information
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