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Personal Financial Planning

Category: Fall 2016

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.