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


2017 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
Schedule Subject to Change

Experience Professor, Texas Tech University (2013-present); Associate Professor, Texas Tech University (2010-2013); Assistant Professor, University of Georgia (2006-2010); College President (with direct and supervisory fundraising responsibility) - Central Christian College (2000-2005); Director of Planned Giving - Central Christian College (1994-1999); Private law practice limited to estate & gift planning and nonprofit organizations law (1994-2000); University of Missouri, B.A., 1992, J.D., 1994; Ph.D., Consumer & Family Economics (dissertation on religious charitable giving), 2002. Leadership / Awards Texas Tech University 2017 & 2012 Teacher of the Year: Personal Financial Planning Association; Associate Editor - Journal of Consumer Affairs. 2009 Outstanding Teacher of the Year Award - University of Georgia College of Family & Consumer Sciences. 2009 ACCI CFP® board financial planning research award. Housing Education and Research Association's 2008 Early Career Award. United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning (law school). American Jurisprudence Award for Most Outstanding Work in Federal Income Tax Law (law school).



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