Kansas State University


Personal Financial Planning

Tag: Alumni

Message from PFP advisory board chair, Jamie Bosse, KHC Wealth Management

Jamie BosseSince November 2016, I have had the pleasure of serving as the PFP Advisory Board Chair. The objective of the PFP Advisory Board is to assist the program in growing and to support the program’s needs to be successful. We are dedicated to helping the PFP program connect students to the industry, engage in and develop industry relationships, and raise awareness across campus and in the community.

Our advisory board consists of alumni, friends, an undergraduate and graduate student and faculty acting in an ex-officio capacity. The board, Dean of Human Ecology, John Buckwalter, and the Kansas State Foundation College of Human Ecology’s development professional, Dana Hunter, work together to stay apprised of the program’s activities, discuss students’ and faculty’s needs, and brainstorm how to grow the program and move it forward.

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Alumni update: Maureen Kelley, 2016

An interview with Maureen Kelley, graduate certificate in financial therapy

Maureen KelleyTell us about yourself.  

I am experiencing incredible career and personal growth at this stage of my life. A successful CEO friend shared: When you align your passion with values and your work—great things will happen.

Where are you from? Where do you live now?

Originally, I am from New England. Due to my father’s career path in the New England Telephone Company, our family continually moved between Rhode Island and Vermont. I also spent several years working in New York City – living in Westchester County. So basically, I am a North Easterner! Eleven years ago, I was offered a position with Wells Fargo Private Bank in Denver, Colorado, and since the skiing is way better in Colorado, it was an easy decision!

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Alumni Update: Scott Eggers, 2007

An interview with Scott Eggers, BS in personal financial planning

Scott EggersWhere are you from? Where do you live now? 

I’m from a very small town in Kansas, Ellinwood, and I currently live in Kansas City, Kansas.

What is your background?

After graduating from K-State in 2007, I moved to Denver, Colorado, to work for TIAA-CREF as a financial consultant. I assisted participants with their 403b plans in a call center environment. This was not for me, so I became an account manager for American Fidelity, where I specialized in employee benefits for K-12 schools in Colorado. I enjoyed this position, but I wanted to work more with investments, so I took on a position as an account manager with Verus Retirement, which specializes in retirement plans and analyzing investments inside a 401k.

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