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

The Bankrate Financial Review Board is a group of experts who evaluate our content for accuracy and trustworthiness. Each article is written by an expert in that given subject matter. The board’s obectives are to identify inaccurate or misleading information and suggest corrections. They also point out omissions and propose messaging enhancements that would provide better clarity.
Our board consists of wealth managers, financial planners, investors, compliance experts, insurance educators and other financial professionals. The depth of their experience — and thorougness 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

Our Bankrate editorial team submits articles to the board for expert review.

Expert review

Board members review the work and suggest corrections or modifications.

Content updates

Bankrate reporters and editors consider the feedback to improve the piece.


After approval, the final content is published with the reviewed information.

Meet our panel of experts

Our board members are carefully selected based on their credentials, experiences and reputations as experts in their financial field.
Bankrate Financial Review Board

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.

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.

Jason Steele

Travel Rewards Expert Contributor

Jason Steele is a professional journalist and credit card expert who has been contributing to online publications since 2008. He was one of the original contributors to The Points Guy, and his work has been appearing there since 2011. He has also contributed to over 100 of the leading personal finance and travel outlets.

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.

John Egan

Contributing reporter

John Egan is a freelance writer and content marketing strategist in Austin, Texas. He 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, Bankrate, 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, CFP®, provides guidance to business owners, entertainers, professional athletes and medical doctors on growing and protecting their wealth.

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.

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.

Ronda Sunderhaus

Senior compliance associate, Bankrate
Ronda Sunderhaus has been a licensed insurance agent since 2013 and is a senior compliance associate in the insurance field.

Sally Herigstad

Personal Finance Writer

Sally Herigstad is a personal finance writer, columnist, author and retired CPA. She wrote a CreditCards.com column called “To Her Credit” for 10 years, answering readers’ questions about credit, debt, finances and family relationships, and more. With a background in public accounting, she joined the personal finance team at Microsoft in 1998. She has been working to help people take control of their finances ever since.

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

Stephanie Zito is a professional traveler, self-employed humanitarian consultant and collector of credit card points. She shares savvy travel tips that she’s learned firsthand circling the globe for more than 25 years. She’s a backpacker, expect and premium traveler who’s visited more than 130 countries and all seven continents. Her life motto is “See the world, change the world, have fun doing it!”, and her mission is to inspire others along the journey.

Steve Ellis, CPCU, AIC, MBA

Assistant Vice President & Claims Field Manager

Steve Ellis, CPCU, AIC, MBA, is a 29 year veteran of the insurance industry. His experience extends into training, operations, quality improvement, audit, compliance, claims technology, and data & analytics.

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.

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