The Personal Financial Planning Industry Advisory Board is composed of high-level industry leaders representing a variety of segments in the field.
The purpose of the Personal Financial Planning Industry Advisory Board is to help the PFP program to expand its base of support among alumni and industry; to strengthen its teaching, scholarship and outreach activities; to improve its facilities; and to expand opportunities for student internships and careers. Board members actively participate in advancing PFP’s mission and enhancing the program’s effectiveness by providing:
- Input from the perspective of industry professionals and related professional and business enterprises.
- Connection between our faculty and students and the various business and professional entities we serve.
- Leadership in the form of engagement, service and fundraising.
Personal Financial Planning Industry Advisory Board Bylaws (PDF)
Wealth Management by CommunityAmerica
Matthew E. Bragg
Keen Wealth Advisors
Partner & Senior Financial Planner
President & Chief Executive Officer
Stepp & Rothwell, Inc.
Visionary Wealth Advisors
Sr. Wealth Management Advisor
State Farm Insurance
Sales Leader – Missouri Northeast
Tandem Financial Guidance, LLC
Pension Consultants, Inc.
Chief Executive Officer
Leader – Tailored Solutions Strategy
Kristin Thompson Poelker
Douglas B. Turnbough
John W. Shaw
Berkowitz Oliver, LLP
Gatewood Wealth Solutions
Partner, Chief Planning Officer & Lead Advisor