Kansas State University


Personal Financial Planning

Author: Anne Rubash

K-State graduates in the news

Kurt Schindler, CPF®, a 2014 PFP doctoral graduate, was recently appointed Professor of Personal Financial Education at the University of Puerto Rico in San Juan. The University of Puerto Rico is the largest educational institution in Puerto Rico with an enrollment of over 56,000 students on 11 campuses. Prior to joining the faculty at UPR, Dr. Schindler was a Vice President at Banco Popular, where he was Marketing Manager and Director of Financial Education.

Mary Bell Carlson, Ph.D., CFP®, recently joined New Planner Recruiting, LLC as a Recruiter assisting entrepreneurial and established financial planning firms in the placement of entry-level and established professionals. Dr. Bell, who graduated from KSU in 2015 with a Ph.D. in Personal Financial Planning, is also the Principal of Silverbell Solutions based in Washington, D.C. where she provides individual clients and couples with counseling surrounding money and emotions.

Justin M. Henegar, Ph.D., CFP®, ChFC®, CRPC®, Director of Scholarship and Research at the Ron Blue Institute at Indiana Wesleyan University, and Ron Blue recently completed work on a new textbook titled: Biblical Financial Planning: A Biblical Worldview of Personal Finance, published by Pearson Learning Solutions. Dr. Henegar graduated from the KSU Personal Financial Planning Doctoral Program in 2015.

PFP advisory board meeting

The PFP Advisory Board held its semi-annual meeting on campus on November 4. The Advisory Board established three principal outreach objectives for the coming year consisting of: 1. development and relationship management, 2. community and campus engagement, and 3. student and industry engagement. Each initiative is designed to promote the visibility and accomplishments of the Personal Financial Planning Program at K-State to its important constituents.

New officers were elected and plans for hosting a career and professional development day were discussed. Jamie Bosse ’04, KHC Wealth Management, was elected to chair and Eli Sallman ’09, The Trust Company, was elected as secretary.

Many thanks go to Amy Guerich ’06 for her service and leadership of the advisory board for the past two years, as well as to Ann Coulson for her service as the secretary. Two new members joined the board: George Nabeshima ’14 and Jim Reed ’70, Reed Financial Services. We want to extend our appreciation and thanks to Jayson Cyr ’70, who served on the board for the past two years.

Additional board members include: Jeffrey Bratz ’07, JHN Advisors; Justin Nichols ’99, CGN Advisors, LLC; Larie Schoap ’78, ESB Financial; Marc Shaffer ’05, Search Financial; and Jamel Wilcox ’09, Central National Bank.

Personal financial planning student awards

mielitz-westKatherine Mielitz, a PFP 2014 doctoral cohort student, and Kevin West, a PFP master’s student, have been selected to receive Maurine Allison O’Bannon scholarships awarded by K-State’s Global Campus. The O’Bannon scholarships are offered biannually  in memory of Maurine Allison O’Bannon, a 1915 graduate from McPherson, Kansas. This scholarship provides a $1,000 cash award to distance-based students enrolled in
undergraduate and graduate programs.

PhD student, Sarah Asebedo, CFP® and Martin Seay Sarah Asebedo and Martin SeayCFP®, assistant professor, won the Financial Planning Association’s (FPA) 2016 Montgomery-Warschauer award for their November 2015 Journal of Financial Planning article, “From functioning to flourishing: Applying positive psychology to financial planning.” Each year, the Montgomery-Warschauer award recognizes the paper deemed to have provided “the most outstanding contribution to the betterment of the [financial planning] profession.” Congrats to Sarah and Martin on this outstanding accomplishment!

Outstanding senior spotlight

Cole_FosterCole Foster is a  personal financial planning major with a minor in business. Cole was co-president of the K-State Financial Planning Association and developed two unique fundraisers to benefit the local community. He was a member of a team that won the Financial Planning Association’s national financial planning competition in 2015. Cole spent two years as a lifegroup leader with Christian Challenge and is the recipient of the College of Human Ecology’s outstanding senior award for leadership.

Miranda McMahonMiranda McMahon is a personal financial planning major with a minor in business administration. Miranda was a member of the Financial Planning Association, K-State’s Financial Planning Association and the Professional Advantage Program through the College of Business. She is a peer counselor and a member of the Student Advisory Council for Powercat Financial Counseling. Miranda volunteers her financial expertise at Shepard’s Crossing, a local nonprofit and is the recipient of the College of Human Ecology’s outstanding senior award for engagement.

Hannah RiceHannah Rice is a personal financial planning major with a minor in business. Hannah has conducted research with faculty and a doctoral candidate regarding the integration of physical and mental wellness with money and finances. With this research, Hannah coauthored a chapter in a health and wellness book, WholeFIT: Wellness for Life. She was a member of a team that won the Financial Planning Association’s national financial planning competition in 2015, which took over six months of preparation. Hannah is the recipient of the College of Human Ecology’s outstanding senior award for research and creative scholarship.

Sevda Tasci

Sevda Tasci is a personal financial planning major with a minor in business. She is a member of the Financial Planning Association, the Association for Financial Counseling and Planning Education, the Society of Financial Service Professionals and has served as president of K-State’s Financial Planning Association. Sevda has participated in the College of Human Ecology’s professional mentoring program and is a recipient of FSP’s Excellence in Financial Education Award. She received the College of Human Ecology’s outstanding senior award on the K-State Polytechnic campus.

Cole, Miranda and Hannah are May 2016 graduates and Sevda will graduate in December 2016, all with bachelors of science degrees in personal financial planning. We’re excited to see where they go as they begin their careers!

Undergraduate PFP team earns another first place finish

2015 PFP FPA TeamThe personal financial planning student team earned first place in the 2015 Financial Planning Challenge. The competition included eight teams and was held September 24-28, 2015, in Boston, Massachusetts.

The student team consisted of seniors Mariah Bausch, Cole Foster and Hannah Rice, advised by Ann Coulson, PhD, CFP®, assistant professor in family studies and human services in the College of Human Ecology. Warm congratulations to the team!

Kansas State University is the only university to qualify for the competition finals every year since the competition began in 2001. The 2016 Financial Planning Association’s Annual Conference will be held mid-September in Baltimore, Maryland, and K-State expects to once again field a strong team. The challenge is sponsored by the Financial Planning Association, Ameriprise Financial and the Certified Financial Planners Board.

Welcome, Tierra

T DiamondTierra Dimond is the new PFP program coordinator after Kim Misenhelter’s retirement. Tierra is a Manhattan native, K-State alum and thrilled to be on campus working with students and faculty. Tierra enjoys attending K-State sporting events and performances and says, “I have many great memories of all things K-State since I was a child.” Tierra has two daughters who keep her busy with sports and horseback riding. She enjoys coaching their teams when she can, participating in outdoor activities and traveling. Helping students achieve their educational goals from a support position as well as working with K-State alumni are the things she most looks forward to in her new position as program coordinator.