The Kansas State University Institute for Personal Financial Planning has recently established an advisory board of local, regional and national practitioners in the personal financial planning field. The purpose of the advisory board will be to:
- Promote the name and mission of the IPFP Program consistent with the University’s initiatives,
- Assist PFP faculty and staff in furthering the goals and mission of the undergraduate, graduate, certificate and doctoral curricula,
- Support and represent the interests of the IPFP program through student recruitment, student internships and industry trends,
- Connect IPFP faculty and students with the surrounding professional community,
- Connect IPFP alumni with the program and maintain engagement,
- Enhance the visibility of the IPFP program throughout Kansas and nationally.
In addition to IPFP faculty members, the board is comprised of Amy Guerich, chairperson, (Stepp & Rothwell, Kansas City); Jamie Bosse, CFP® (KHC Wealth Management, Kansas City); Jeff Bratz, CFP®, (HJN Advisors, LLP, Des Moines, IA); Jayson Cyr, CPA (Manhattan, KS); Eli Sallman, CFP®, AFIM® (The Trust Company, Manhattan, KS); Larie Schoap (ESB Trust, Manhattan, KS); Marc Shaffer, AIF®, CFP®, EA (Searcy Financial Services, Kansas City); and Jamel Wilcox (K-State Credit Union, Manhattan, KS).