Spotlight on Alumni
Taylor Ahern graduated with a Bachelor’s degree in Personal Financial Planning in December 2012. Following graduating she moved to Kansas City, Missouri, and began her career with American Century Investments, an Investment Management Company. She has since graduated with her Master of Business Administration from Rockhurst University in 2016.
Ahern, a Financial Consultant working with over 420 clients with assets exceeding $500 million, is responsible for developing investment and retirement plans for clients. Her expertise spans a broad array of financial topics, including investment planning, financial planning, retirement planning and diversification strategies. Taylor has clients all over the country and enjoys traveling to work with them. Her industry licenses include Series 6, 7, 63, and 65.
While at Mizzou, Ahern was President of Mizzou Financial Planning Association and Vice President of the Office for Financial Success. She is extremely thankful for her time in the program and all it taught her. Her advice to any students would be to take advantage of all the opportunities the program provides. There are so many people who want to help, so don’t hesitate to reach out. An example of this would be to attend the annual FPA conferences that the student body group attends.
Ahern says “one of the best benefits of the Personal Financial Planning program is that it’s a CFP Board-Registered Program. Not only does the program prepare you to take the CFP® Exam it also allows you to take the exam immediately after graduation which saves a great deal of time and energy. She is working on the CFP designation herself and encourages students to take it as soon as possible.
Lea Crawford Satterfield, CFP®
Lea Crawford Satterfield, CFP®, graduated with her BS in Personal Financial Planning (PFP) from the University of Missouri in 2009. In July 2012, she passed the CFP® examination, and in May 2016, she graduated with an MBA from Arizona State University. During her time at Mizzou, Lea was an HES Ambassador, President of Mizzou Financial Planning Association, a teacher’s aide within the PFP Department, and provided tax-preparation services through the Office for Financial Success.
Lea interned with Northwestern Mutual Financial Network throughout her senior year and then became the Assistant to the Managing Director of the Columbia, MO, office. In August 2009, she made a career change into securities regulation when she joined the Missouri Securities Division, a Division of the Missouri Secretary of State, as a Securities Investigator. While in this position she worked on many securities fraud and inadequate supervision cases that led to over $1 million in restitution to Missouri citizens and two criminal convictions.
In June 2011, Lea became a Cycle Examiner for the Financial Industry Regulatory Authority (FINRA), the self-regulatory organization for broker-dealers. She has worked in both the FINRA Kansas City and Los Angeles District Offices and has conducted many routine examinations of broker-dealers and their branch offices. Lea changed roles within FINRA in May 2017 and is currently an Investigator in the Anti-Money Laundering (AML) Investigative Unit, which conducts thorough fraud and AML related investigations.
TaMarco Davis is a 2017 graduate of the Department of Personal Financial Planning’s CFP Board-Registered bachelor’s degree program. While at the University of Missouri, TaMarco developed his professional leadership ability through involvement in a number of student organizations and committees. He held positions with the Mizzou Homecoming Steering Committee, Greek Week Steering Committee, Mizzou Student Outreach, Freshmen Off-Campus Mentor, Interfraternity Council, and several positions within Alpha Gamma Rho Fraternity.
TaMarco took advantage of many learning opportunities through summers spent in Tanzania and working with Mark Cuban Companies, and UBS. He also served as Summer Intern for Wells Fargo Advisors in Denver, Colorado. His advice to students is to become involved to open up a broad range of experiences and opportunities otherwise not available strictly in the classroom. His experiences taught him valuable skills in problem solving, communication, and intuition that have undoubtedly led him to the position he is in today.
His summer internship led to the opportunity to transition to the Wells Fargo wealth and investment analyst class of 2017. Currently, TaMarco serves as an analyst in Strategy and Channel Development for Wells Fargo where he is tasked with developing and supporting firm-wide initiatives including policy and process changes, as well as improvements that will impact the field. As a team, he and his colleagues leverage various software and resources while using data analytics and modeling to analyze results and identify best practices for the managing directors.
Jansen Joehl, CFP®
Jansen Joehl, CFP® graduated Summa Cum Laude in May 2016 with a BS in Personal Financial Planning. Two years prior, he began his career with Northwestern Mutual as an intern and never left. During his two-year long stint as an intern, Jansen received production awards that comprise the top .5% of Northwestern Mutual interns across the country, as well as ranking among the Top 20 producers in the nation both years. His rampant success as an intern continued to his success as a full-time financial advisor where he qualified for Northwestern Mutual’s prestigious Mike Gish Award. Each year, this award honors only 10 former interns in the whole country who are the leaders in premium and lives production within their first 365 days as a full-time representative. Today, Jansen serves over 200 households across the country. He also has his CERTIFIED FINANICAL PLANNER™ certification, which enables him to have a more comprehensive approach for his clients. While he brings a strong work ethic to his daily tasks, he considers his commitment to securing the financial future of individuals and families to be his most important motivator.
During his time at Mizzou, Jansen was a member of the Financial Planning Association and Delta Tau Delta fraternity. He said “having the opportunity to sit for the CFP® certification exam upon graduation is one of the many tangible ways the Personal Financial Planning major prepares students for a career in financial services. Having such an exclusive certification so early on gives an edge that many other entry level professionals do not possess.” His advice to other students is to take advantage of all opportunities throughout one’s college career.
Jim Deutsch, CFP®
Jim Deutsch was a business student when he discovered the Personal Financial Planning department at the University of Missouri. He stayed another year to graduate in 1994, and says he owes much of his success to the program. Now the President and CEO of Smith Moore, Jim is also a graduate of Webster University with a Master’s Degree in Finance, and the Securities Industry Institute at Wharton School of Business.
As a financial advisor with over two decades of experience helping clients, he views himself as a holistic financial planner who creates plans to help clients achieve their life goals. By leveraging his extensive financial services experience and a network of competent teammates--including attorneys, CPAs and insurance professionals--he helps his clients solve financial concerns and questions.
Jim’s experience in the industry boasts a significant record of results in organizational development, process improvement, audit performance, portfolio management, and compliance and client service. He is described as a bold, decisive leader with an unblemished reputation, a strong work ethic and a passion to improve performance at all levels of the organization. Jim re-energized the organization and raised business standards in leadership, hiring new talent, and consolidating two St. Louis offices into one central, prestigious location. He drove technology utilization and improvements, and tightened financial controls while always ensuring regulatory compliance. Jim became a shareholder in 1999, a member of the Board of Directors in 2001 and President and CEO in 2003. Under his leadership, the firm has grown revenues each year and increased its assets under management from $400 million to over $2.5 billion. During Jim’s tenure the firm has expanded its footprint, with 10 branch offices in Missouri, Illinois and Kansas. He also manages a book of business with over $125 million in assets.
Jim was a 2008 recipient of the St. Louis Business Journal’s prestigious "Forty under 40" award. He serves on the Securities Industry and Financial Markets Association (SIFMA) Private Client Group, the St. Louis Regional Chamber & Growth Association Committee (RCGA), and serves as Board President of Covenant Place. Co-Chair of the 2016 St. Louis Delegation for Maccabi Games, Jim was also one of 20 participants from St. Louis in the Wexner Heritage program which promotes leadership and Jewish study. Beginning in 2018, Jim will be an adjunct faculty member at the Olin School of Business at Washington University in St. Louis.
He is a strong advocate for the financial planning industry as a top career choice for college graduates. "There is a high need for motivated and educated professionals in this field," says Jim. "I encourage high school students to consider the University of Missouri’s Personal Financial Planning major and pursue the CERTIFIED FINANCIAL PLANNERTM certification. It is a rewarding career."
Megan Reinkemeyer graduated Magna Cum Laude with her Bachelor’s degree in Personal Financial Planning in May 2015. She moved to Colorado after graduation to begin her career with Matter Family Office in their Denver office, drawn by Matter’s industry-leading approach to serving ultra-high net worth families (and the Rocky Mountains of course!). Matter builds solutions reflecting the needs, perspectives, and objectives of each client family through a combination of Investment Management, Wealth Planning & Coordination, and Culture & Legacy services. As a financial consultant at Matter, Reinkemeyer enjoys working with complex multi-generational families scattered throughout the country. She has a particular passion for family governance and serves on Matter’s Culture & Legacy Committee where she helps develop resources for second generation family members.
While at Mizzou, Reinkemeyer was President of the Financial Planning Association student chapter, a member of the College of Human Environmental Sciences Dean’s Advisory Board, and a Financial Coach at the Office for Financial Success. She has much pride in the Personal Financial Planning department and is grateful to the Department for her success in launching into her career. The most impactful aspect of her time at MU was the Personal Financial Planning faculty who took genuine interest in her success. Reinkemeyer’s advice to other students is to take advantage of all the opportunities the Department provides to attend conferences and meet industry professionals.
Sarah Suntrup graduated with her Bachelor’s degree in Personal Financial Planning in December 2014. She currently serves as Client Service Manager with Moneta Group, a large fee-only advisory firm located in Clayton, MO. The firm works predominantly with very affluent clients and services all aspects of financial planning for their clients. Suntrup is a Registered Investment Advisor Representative, whose daily activities include investment analysis, stock/mutual fund trading, and bond purchasing. Other responsibilities include preparing semi-annual financial reviews for each client, handling direct client communications, preparing paperwork, and evaluating tax planning opportunities.
As an undergraduate, Suntrup served as President of the Mizzou FPA chapter, Financial Coach and Vice President of Marketing for the Office for Financial Success, Delegate to the Dean’s Advisory Board, and Ambassador to the College of Human Environmental Sciences, all opportunities that were valuable experiences to help prepare her for a career in financial planning. Suntrup’s advice to other students is simple: create meaningful relationships with as many faculty and staff members, alumni, and PFP Advisory Board members as possible!