Meet our authors
Learn more about the women who bring you expert information every month.
More about Shelly
Shelly Eweka (CFP®, ChFC®) joined TIAA in 2005 and currently serves as Director of Central Advice, leading a team of wealth management advisors. She received her B.S.E. in Electrical Engineering from the University of Pennsylvania and her CFP® from New York University. Shelly is a member of the Disciplinary and Ethics Commission of the CFP Board.
More about Francesca
Francesca Maletta has over 24 years of combined experience in the Insurance and Financial Services Industries. Currently, she leads a team that includes Certified Financial PlannersTM who provide financial plans and on-demand support to TIAA’s advisors. Additionally, Francesca serves as the secretary of the Financial Planning and Counseling Committee, responsible for reviewing and approving advice tools used by TIAA. She earned a BS in Marketing from SUNY Oswego. She is a Certified Financial PlannersTM certificant and obtained her Chartered Financial Consultant® and Retirement Income Certified Professional® designations from The American College of Financial Services and holds FINRA Series 7, 24, 63, 65 and NC Life Insurance Licenses. Francesca is a member of the Financial Planning Association.
More about Cathy
Cathy McCabe has served at TIAA for more than 30 years, during which she has held increasingly senior leadership roles serving Institutional and individual clients. Currently, she is a Senior Managing Director for the Institutional Retirement division and leads the National Practice Management and Field Enablement team. Her team is focused on understanding the support needs of our client-facing employees, and the business, to deliver insights and solutions driving positive outcomes for our clients.
Cathy earned a BA in English from Iona College And is a FINRA registered representative and principal, holding Series 7, 51, 63, and 24 licenses while maintaining Life, Health and Variable Annuity licenses from the State of New York. Additionally, Cathy has obtained the Certified Employee Benefits Specialist (CEBS) professional designation.
More about Hakyun (Keni)
Hakyun (Keni) Morrissey joined TIAA in 2007 and currently serves as the Director of Financial Consulting within the Institutional Retirement division where she leads a team of Financial Consultants serving individual and institutional clients in Massachusetts, Connecticut, New Hampshire, and Maine. Her team is focused on helping participants plan for their financial well-being and retirement readiness. Keni holds a B.S.E. from Cornell University and an MBA from University of Massachusetts.
More about Melanie
Melanie C. Simons is a Wealth Management Director and Certified Financial Planner™ at TIAA and leads a team of Advisors who provide financial planning to those with complex planning needs. Melanie received her B.S. from Elon University and her CFP® Certificate from Georgetown University.
Melanie joined TIAA in 2013 and has more than 13 years of experience in the financial services industry. Previously, Melanie was a Wealth Management Advisor here at TIAA and has delivered more than 1,000 financial plans to clients over the years.
More about Alicia
Alicia K. Waltenberger is Director of Wealth Planning Strategies at TIAA, specializing in estate and tax planning. Alicia received her B.S. in Finance from the University of Missouri-Columbia before completing her J.D. cum laude from Saint Louis University. She is a member of the Missouri Bar Association, the Illinois Bar Association and the Bar Association of Metropolitan St. Louis.
More about Cindy
Cindy Wilson leads a team of TIAA financial consultants, helping clients across California, Nevada and Hawaii as they transition into retirement. Cindy received her B.A. from California Polytechnic State University at San Luis Obispo, and her M.B.A. from St. Maryʼs College of California. She is interviewed on a regular basis by various publications and has made regular appearances on The Wall Street Journalʼs podcast series.
Teachers Insurance and Annuity Association of America has sponsored Ask the Expert posts for informational purposes only. Many of the experts are unaffiliated with Teachers Insurance and Annuity Association of America, College Retirement Equities Fund, and their affiliates and subsidiaries (collectively TIAA), and TIAA makes no representations regarding the accuracy or completeness of any information on the posts or otherwise made available by the experts. Statements of external featured experts are solely their own and are not endorsed or recommended by TIAA.
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