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)
Taylor Ahern
Wealth Management by CommunityAmerica
Wealth Advisor
Matthew E. Bragg
Smith Moore
Vice President
Jesse Bunse
Keen Wealth Advisors
Partner & Senior Financial Planner
Jim Deutsch
Smith Moore
President & Chief Executive Officer
Ken Eaton
Stepp & Rothwell, Inc.
Managing Partner
Sheldon Harber
Visionary Wealth Advisors
Sr. Wealth Management Advisor
Steven Herman
ProPartners Wealth
Co-Founder
Ryan Kenney
State Farm Insurance
Sales Leader – Missouri Northeast
Tyler Landes
Tandem Financial Guidance, LLC
Owner
Cody Mendenhall
Pension Consultants, Inc.
Chief Executive Officer
Ed Meyer
Edwards Jones
Leader – Tailored Solutions Strategy
Kristin Thompson Poelker
Renaissance Financial
Financial Advisor
Douglas B. Turnbough
Edward Jones
Financial Advisor
John W. Shaw
Berkowitz Oliver, LLP
Partner
Christina Shockley
Gatewood Wealth Solutions
Partner, Chief Planning Officer & Lead Advisor