• Emergency Medicine
    • Founder and Editor, The White Coat Investor. Chair, Department of Emergency Medicine at Jordan Valley Medical Center
    James M. Dahle, MD, FACEP is a full-time, board-certified emergency physician who currently serves as the Emergency Medicine department chair at Jordan Valley Medical Center in West Jordan, UT. His education included undergraduate work in Molecular Biology at Brigham Young University, medical school at the University of Utah School of Medicine and residency training at the University of Arizona. He practiced medicine on four continents with the Air Force and Navy and previously served as an EMS medical director and an emergency department medical director. He has worked in various facilities including inner-city trauma centers, academic centers, and small community hospitals and is currently a partner in EPIC, the largest democratic group of Emergency Physicians in Utah. However, he is best known for his work as the founder and editor of The White Coat Investor website, the most widely visited, physician-specific personal finance and investing website in the world, with approximately 6 million pageviews per year. The site was founded in 2011 as Dahle realized the profound need for physician-specific financial education given the unique economic pressures on these dedicated professionals. In 2014 he authored the best-selling The White Coat Investor: A Doctor's Guide to Personal Finance and Investing, which has remained a number one seller in its Amazon categories for over two years. He remains dedicated to helping physicians and other high-income professionals get a "fair shake" on Wall Street.
    • Working with medical students in managing their student loan portfolios.
    Director, Office of Student Financial Services at Indiana University School of Medicine
    Director, Office of Student Financial Services at Indiana University School of Medicine

    Jose Rivera Espada is the director of financial aid at the Indiana University School of Medicine, a 9-campus allopathic medical school within the state of Indiana with over 1500 medical students. His experience includes working at Butler University as an assistant director of financial aid and as a financial aid counselor at the Indiana University in Bloomington, IN. He has served on various committees at the Association of American Medical Colleges (AAMC) as well as within state and regional financial aid organizations. He speaks regularly on financing a medical education throughout the state of Indiana at colleges and universities. Additionally, he conducts financial planning workshops at medical school summer programs throughout the United States.  He earned his undergraduate degree from Indiana University and worked toward a master’s degree in music education before finding financial aid as a profession. His 30-plus years in the medical school financial aid field has revealed many financial literacy shortcomings among medical students. He has been voted as the most outstanding staff member for 29 years straight by his medical students and was recently mentioned by the LCME Reaccreditation site visitors as one of three bright spots at the medical school.  In 1992, he helped create the Evening of the Arts with a couple of medical schools that showcases medical student talents where the profits of the program go toward the funding of the student's outreach clinic and homeless shelters. He performs regularly with small professional choral ensembles in the Indianapolis area.

  • Michael Clancy is a Certified Financial Planner and Chartered Life Underwriter who is the Director of Financial Planning for Drexel University College of Medicine. Michael joined the College of Medicine in 2012 to work directly with all current students and alumni as well as Residents and Fellows at DUCOM’s affiliated hospitals. For the past four years Michael has hosted numerous workshops and hundreds of one-on-one consultations focusing on student loan repayment and personal financial planning issues. Currently Michael is the northeast representative on AAMC’s Committee on Student Financial Assistance. Prior to joining Drexel, Mr. Clancy has worked for well over a decade with more than 500 High Net Worth families as their financial advisor at firms as large as Merrill Lynch and The Vanguard Group to small RIA practices. Michael’s career prior to financial planning includes research at the Federal Reserve Bank of Philadelphia as well as strategic management consulting. Mr. Clancy has his MBA from Temple University with an Undergraduate degree in Economics and Finance from Villanova University and spent three years on the board of the Philadelphia Tri-State chapter of the Financial Planning Association most recently as the Pro-Bono Chair. Michael lives in Conshohocken Pennsylvania with his wife of 20 years and their teenage triplets.
  • Julie Fresne is the Director of Student Financial Services for the Association of American Medical Colleges (AAMC). Julie has over 20 years medical student loan and education debt management experience including serving as the Director of Student Financial Planning at the Georgetown School of Medicine. Her experience includes working with medical student loans on both the lender and loan servicer sides. In her position at the AAMC, Ms. Fresne works closely with the medical school community, most notably financial aid officers and graduate medical education staff, on issues surrounding education debt management for both medical students and residents. She routinely speaks on debt management and loan repayment at conferences, medical schools, and teaching hospitals across the country. Ms. Fresne holds an M.A. in Social and Public Policy from Georgetown University and a BS in Social and Behavioral Science from the University of Utah.
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