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Financial Psychology Team

Kathleen Gurney, PhD, CEO

Kathleen Gurney is a pioneering expert in the study of psychology and money, and the founder and CEO of Financial Psychology Corporation, a North Miami, Florida-based financial consulting company with a worldwide clientele. Dr. Gurney has conducted groundbreaking research in the psychology of money, interviewing tens of thousands of people and applying statistical analyses to those findings. Her studies were the basis of her best-selling book, Your Money Personality: What It Is and How You Can Profit From It (Doubleday), and for the Moneymax® Personality Profile. Developed to help people identify, understand, and work with their unique money management styles, Moneymax® has been embraced by the international investment and finance industry.

Dr. Gurney is a popular guest on radio and television shows in the U.S. and abroad, and has appeared on "Oprah" twice, CNN, NBC Nightly News and CNBC, PBS specials, and the "Today Show" in Australia and New Zealand. Major magazines and newspapers frequently interview her. Articles about Dr. Gurney and her work have appeared in the Sunday New York Times, USA Today, the Wall Street Journal, Investors Business Daily, the Washington Post, Newsweek, US News and World Report, Forbes, Fortune, Barrons, Money, Psychology Today, Mademoiselle, Cosmopolitan, New Woman, Self, Esquire, the Robb Report and a feature cover story for Fidelity Focus. Her own articles are published regularly on the GE Center for Financial Learning, an online subscription service for retail financial professionals,, and on America Online. She also serves as an Advisory Board member for the Journal of Wealth Management.

In addition to her roles as researcher and author, dr. Gurney teaches, trains and advises individuals, groups and businesses I the U.S. and throughout the world. Fortune 500 companies consult with her regularly. She has served as a faculty member at Harvard University's Annual Congress on the "Psychology of Investing" and was a featured expert on improving savings behavior among U.S. families for the American Savings Educational Council (a coalition of U.S. government and private industry leaders). Just recently she was chosen to represent the Federal Reserve Bank and the Direct Deposit/Direct Payment Coalition in their public relations and media outreach programs. She is also part of the College for Financial Planning's 2000-2001 Audio Tape Series.

Dr. Gurney was chosen to be one of a select group of nationally recognized financial and educational leaders chosen to serve on the Advisory board for the GE Center for Financial Learning (

Comfortable with groups of 20 to 200, Dr. Gurney has also spoken at a long list of conferences, both here and abroad. The groups she has addressed include: the Securities Industry Association Board, the International Association of Financial Planners, the American Association of Retired Persons, the National Association of Women Business Owners, National Association of Female Executives, and the Charles Schwab Annual Conference.

Dr. Gurney earned her Ph.D. degree from the University of Southern California and taught there from 1981 to 1987. She and her husband reside in North Miami, Florida where Financial Psychology Corporation is headquartered. The company offers innovative education, tools and services to provide individuals and financial professionals with insight into the psychology of financial behavior.

Brian Hale, CEO - Sierra Web Design, Inc.

Brian Hale is CEO of Sierra Web Design Inc., and CTO and Managing Director of Learn HealthSci Inc., with offices at Lake Tahoe, NV and San Diego, CA. He graduated from the Ohio State University College of Engineering with a degree in Computer Engineering. From the mid 1980's through the mid 1990's Brian held a variety of programming positions, starting with a five year stint in the in-flight algorithms department for the B2 Stealth Bomber. In 1994, Brian founded Sierra Web Design Inc., a software development firm specializing in Internet-related applications. Sierra Web Design was instrumental in launching Reno Air's successful online ticketing service, and has consulted for over 200 businesses around the country.

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