Spotlight on Students
Jimmy Merdian, a native of Kansas City, MO, is a senior in the Department of Personal Financial Planning. He has enjoyed many opportunities to become involved in the Department and to share his skills and passion as for helping others with developing financial security. His volunteerism with the Office for Financial Success and role as President of the Mizzou student chapter of Financial Planning Association have afforded Jimmy the opportunity to grow as a leader and to acquire knowledge and learn expectations for his future in the financial planning industry. As a member of FPA, Jimmy attended the 2017 FPA Annual Conference in Nashville, TN, an opportunity that has opened doors by expanding his professional network.
Jimmy states, "My desire to pursue a degree in financial planning stems from my empathetic and compassionate characteristics and a desire to make a positive impact on other individuals lives with my acquired skill set. The information gained from this degree allows you to not only assist others, but gives you information to change your own personal life for the better."
In his spare time, Jimmy enjoys music, sports, camping, and the outdoors. Jimmy will be completing an internship in this summer with American Century Investments, after which he will graduate and pursue his financial planning career in the Kansas City area.
Linsey Winkler, a junior Personal Financial Planning major, is an academic advising assistant for Dr. Starla Ivey and works part-time at a local bank. Linsey began Mizzou as a mechanical engineering major but working at the bank quickly made her realize that a career in financial services is where she wanted to be. She is the 2018 recipient of the Mid Missouri Estate Planning Council’s $1,000 scholarship. Linsey’s favorite part of the Personal Financial Planning program is the faculty and the passion they show for the field. She has taken time to get to know each of her professors and appreciates their willingness to take the time to make sure each student understands the material and succeeds inside and outside the classroom. In her spare time, Linsey enjoys playing softball and kickball and is a volunteer cheerleading coach at Benton Elementary School. Linsey will be spending the summer in Greensboro, NC, in an intern with Triad Financial Advisors working with PFP alumna, Lauren Bauer, CFP®.
Dalisha D. Herring, MBA, CFP®, is a doctoral student in the Department of Personal Financial Planning at the University of Missouri. She earned her Master of Business Administration degree from Florida State University and a Bachelor of Science degree from The University of Alabama in Consumer Sciences with an emphasis in Family Financial Planning and Counseling and minors in Business and Marketing. Ms. Herring received the $5,000 Arthur N. Caple Foundation Scholarship at the 2017 National Association of Government Defined Contribution Plan Administrators annual conference, the 2017 Jean W. Cronan Graduate Scholarship from the University of Missouri, and the 2015 American Council on Consumer Interests Student Conference Scholarship, in addition to other presentation travel grant awards during her tenure at MU. She is a previous recipient of other scholarships from the Florida Banker’s Education Foundation, the Delta Zeta Foundation, and The University of Alabama for her master’s and undergraduate degree studies, and she has been recognized for her volunteer work with Delta Zeta Sorority and Florida State University Panhellenic Association.
A graduate of the Florida Bankers Association’s Florida Graduate Trust School, Ms. Herring has more than a decade of industry experience in trust and estate administration, retirement plan wholesaling, and personal financial planning practice. She has taught several courses in the personal financial planning curriculum and enjoys working with the college-age group of students. Her research interests include financial well-being and retirement preparedness of veterans, women, and Generation X. On campus, Ms. Herring is the Department of Personal Financial Planning’s representative to Graduate Professional Council (GPC), President of Human Environmental Sciences Doctoral Student Association (HESDSA), the HESDSA liaison to the College of Human Environmental Sciences Administrative Staff Council, and the GPC liaison to the MU Parking and Transportation Committee. Professionally, she is a member of Mid-Missouri Estate Planning Council, Financial Planning Association of Greater St. Louis, American Council on Consumer Interests, and Academy of Financial Services. She is actively involved in the Columbia community as President of the Columbia/Mid-Missouri Alumnae Chapter of Delta Zeta Sorority and as a member of Memorial Baptist Church where she sings in the choir, plays percussion with the worship team and orchestra, and is co-chair of the women’s ministry team. Ms. Herring is passionate about helping others with encouragement and the tools to be their best selves and to be financially independent. Upon graduation, she plans to pursue a career in academia where she can focus efforts on educating the next generation of financial planners. Ms. Herring's CV can be found here.
Grant Fry, a senior from Jerseyville, IL, is a Personal Financial Planning student expecting to graduate in December 2018. Grant is passionate about learning all he can about the financial planning field and how planning can help people succeed with their goals. He completed an internship last summer with Edward Jones in Columbia, MO and will intern with Bank of America in Seattle, WA, this summer. Grant enjoys watching and playing sports in his spare time, as well as traveling and viewing old movies.
Matthew Tomlin, a senior Personal Financial Planning student from Kansas City, Missouri, currently serves as Student Manager for the Office for Financial Success. In this role, he schedules and administer financial counseling and coaching appointments, trains new coaches, and provides educational workshops on various financial topics to improve the financial well-being of the campus community. Matthew is also the Speaker Coordinator for Mizzou’s Financial Planning Association and is a teaching assistant for the Financial Counseling class. He recollects his favorite Mizzou experience as having the opportunity to attend the 2017 FPA Annual Conference in Nashville, Tennessee. This is the largest annual financial planning conferences for educators and practitioners where Matthew had the opportunity to network with CFP® professionals. He is also looking forward to attending TD Ameritrade’s National LINC 2018 Conference in Orlando, Florida. After graduation, Matthew plans to study for the CFP® certification exam while working at American Century Investments as an Investment Representative and is excited to begin a career in which he can help people with their personal financial well-being.
Erin Bowman is graduating in May 2018 with a major in Personal Financial Planning and a minor in Business. Throughout her three years in the Department, she has been President and Vice President of Mizzou’s Financial Planning Association student chapter. Erin served as HES Ambassador for two years providing tours for potential students and representing the College on out-of-town college days. Currently, Erin is a teaching assistant for Introduction to Human Environmental Sciences and is a member of Chi Omega Fraternity. The people in the college who have influenced her the most have been the supportive faculty who test students understanding of financial planning applications and valuable practices. Erin’s motivation for studying financial planning stems from her interest in building relationships with people to help them achieve their financial goals.
This past summer, Erin had an opportunity to intern at the Ameriprise Financial Headquarters in Minneapolis, Minnesota. She was part of the Advisor Business Development Group and worked on projects such as researching online software, meeting with senior leaders/executives, creating case studies and webinars for advisor use, and preparing financial reports for advisor focus groups. She describes her experience at Ameriprise as educational and unforgettable.
Anthony Wight is from Chesterfield, Missouri and is majoring in Personal Financial Planning. He plans to graduate in Summer 2018. Anthony represents the department as a HES Ambassador for the College of Human Environmental Sciences. He also serves as secretary to the Financial Planning Association and is a Financial Coach in the Office for Financial Success. He is a member of the Insurance Association as well as Sigma Alpha Epsilon. One of his favorite experiences since coming to Mizzou, he says, "was being able to go into class the first days and not only enjoying and finding the practicality in what I was doing, but also feeling comfortable and wanting to participate and speak with professors, which was a new feeling for me." Anthony says his strengths lie with "My overall friendly personality and hard work ethic. If I’m passionate about something I am very good about channeling that into my work." Anthony plans to become a financial planner and help people reach their financial goals.