Bridging the Gap: Building a Community of Financial Well-being

2018 AFCPE® Research and Training Symposium

AFCPE Pre-Symposium: Monday, November 12 - Wednesday, November 14
AFCPE Symposium: Wednesday, November 14 - Friday, November 16
Schedule Subject to Change

I am currently finishing my 3rd year as a PhD student in the Personal Financial Planning department at Texas Tech. I am a full-time PhD student and part-time associate instructor. I earned my law degree from UNC-Chapel Hill and served as an appellate prosecutor in Tarrant County for 5.5 years before transitioning to academia. I have paid for almost all of my schooling, including my undergraduate work at TCU and my master's and law degrees from UNC-Chapel Hill. I have enjoyed my financial planning coursework so far. I love the variety and the intellectual challenge that it presents, as well as the opportunity to help people deal with complex situations. I am interested in estate planning, especially charitable planning, as a research area.
In addition to a full doctorate course load and part-time teaching responsibilities, I have gotten involved in university and community service. I serve as a Red to Black Peer to Peer Level IV counselor as well as Pro Bono chair for West Texas FPA. I have judged undergraduate research competitions, assisted with money games at Mother Daughter events, served as guest lecturer in personal finance courses, and talked to students about financial planning at graduate school fairs and major/minor fairs.

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