Finance and Financial Planning Advisory Council

Our Advisory Council is a link to the professional community and industry practices for our department. They provide input on relevance of the overall program of study and specific aspects of the curriculum in today’s business landscape. They assist us in identifying specific competencies and skills students should possess to make the program more competitive and generate a better product. And they help assess the college’s competitive environment by advising on strategies to not only recruit students to the major, but also to hire the faculty.

Morgan Stanley Dawn Alexander, MBA Financial Advisor

MassMutual- Financial Design Associates Cheryl Canzanella, LUTCF Brokerage Director

New York Life Insurance  William Grub Managing Partner

Montoya & Associates  Trevor Harkness, CFP Partner

Bank of America/Merrill Lynch, Pierce, Fenner & Smith Inc.  Larry Kirk  Investment Advisor and Broker

Huntington Technology Finance Dan Mahoney  Senior VP - Sales & Strategy

Principal Financial Group  Jason Sanders, MBA Managing Director

First Command Financial Services   Jim Schless, CFP  District Advisor

Hylant Kelley Shaw Client Executive

Mellon Money Management Scott Snider Principal

Financial Advisor Tara Showalter, CFP,  JD

Forbes, Thompson & Gilham Wealth Management Group of Wells Fargo Advisors John F. Thompson, CIMA, CPWA Managing Director | Investment Officer

Raymond James Catherine Trinder-Miller Financial Advisor