Forward Together

Financial Planning Advisory Council

The Advisory Council is a group of financial professionals who serve as advisors to our financial planning programs and faculty. The members of the Advisory Council come from a variety of sectors within the financial planning industry. They support our programs on a wide range of activities involving students, faculty and alumni, focusing on program improvements, developing experiential learning opportunities, and promoting close cooperation among the community,

J Barnes

 Investment Counselor, Capital Group Private Client Services

Kathryn Courain

 Wealth Manager, Avalan

Lorri Craig

 Financial Planner, Berger Financial Group, Inc

Brandon Hack

 Sr. Specialist, Charles Schwab

Yvette Mills

 Sr. Financial Planner, TIAA

Jason Ritchey

 VP Relationship Manager, Mission Bank

Juan Ros

 Financial Advisor, Forum Financial Management, LP

Amira Tart

 Past Director, Grants & Programs, Foundation of Financial Planning and Pro Bono Director, Financial Planning Association