Kansas State University


Personal Financial Planning

Tag: PFP Advisory Board

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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Message from the program director

Kristy ArchuletaSeason’s greetings!

I think it is fair to say that not only do I get to work with the best students, but also I get to work the best and most respected colleagues in our field. K-State personal financial planning, or PFP, is a leader in the fields of financial planning, financial counseling, and financial therapy, and we continue to be recognized as one of the top programs in the country. Across our all of our programs, we strive for excellence in not only teaching our students the necessary skills to succeed, but also providing our students experiences that will develop them into better professionals. Both aspects are important to help bridge the gap between education and practice.

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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.