Credit Card Advice & Resources

Dr. Carrie Johnson is an Associate Professor and Extension Specialist with a focus on household financial well-being. She uses an integrated approach of research and education to improve financial outcomes for individuals and families across the country. She earned her Ph.D. in Family and Consumer Science Education from Iowa State University (2012), M.S. in Family Consumer Science/Family Financial Planning from South Dakota State University (2007), and B.S. in English for Information Systems from Dakota State University (2003).

Dan Roccato enjoyed a successful 20-year career with two of Wall Street’s most prominent investment banks before founding a boutique wealth management company. After selling the company, Dan was appointed a Clinical Professor of Finance at University of San Diego. Dan is a regular on TV where he provides expert commentary on personal finance and economics. He is a graduate of Rutgers University, University of Pennsylvania, and Drexel University. Dan and his wife Carol, live in San Diego, CA, and Haddon Heights, NJ. They have 4 grown children. Dan enjoys sports, vintage guitars, motorcycles and classic cars.

Bri Peck serves her clients as a Financial Planner. She is a strong communicator with a knack for simplifying the complicated. She brings new ideas and perspectives, providing creative insight and solutions for clients and coworkers alike. Bri also serves as Stepp & Rothwell’s lead trainer for associates and is in charge of the company’s intern program. She joined the firm in 2018 as an Associate after graduating from Kansas State University. Within six months her expertise led to a promotion to Senior Associate, then a year later to Associate Financial Planner. She became a Financial Planner in 2020.

Kevin Payne is an award-winning finance writer and the founder of FamilyMoneyAdventure.com, specializing in credit cards, banking and student loans. His works have been published on Forbes Advisor, The Ascent and Investing Answers. He also writes personal finance content for MoneyGeek. Payne is in the process of completing his Accredited Financial Counselor (AFC) certification.

Lee Huffman is a credit card and personal finance expert at MoneyGeek. He has spent 18 years as a financial planner and corporate finance manager, with 12 years of experience writing about early retirement, credit cards, travel, insurance and other personal finance topics. His writings are published on The Points Guy, Investopedia and NerdWallet. Huffman earned his business management degree from Pepperdine University and his master's degree in eBusiness from the University of Phoenix. He enjoys showing people how to travel more, spend less and live better through the power of travel rewards.