1. K-State home
  2. »College of Health and Human Sciences
  3. »Personal Financial Planning
  4. »Academic Programs
  5. »Graduate Programs
  6. »Doctoral Program
  7. »Current Student Profiles

Current Student Profiles

Benjamin Strother
Benjamin Strother

Expected Graduation 2018

B.S. in Secondary Education, Hannibal LaGrange University, 2009

M.S. in Educational Administration, William Woods University, 2012

Ben currently teaches high school personal finance at Mark Twain High School, a rural community secondary school in Missouri.

Research Interests: Personal finance education in high schools; family financial literacy

Julia Mull
Julia Mull

Expected Graduation 2018

B.A. in Liberal Studies, University of Louisville, 1984

M.A. in Mass Communication, University of Denver, 1990

M.B.A. in Finance, Indiana University-Purdue University-Fort Wayne, 2006

M.S. in Family Financial Planning, Montana State University, 2013

Julia is a CFP® and teaches finance classes at Carroll College in Helena, MT. She is most interested in providing financial guidance to middle-class clients who may have limited access to professional advisors.

Research Interests: Availability of competent financial advice for the middle-class and in the workplace, particularly for retirement planning

Phillip Zepp
Phillip Zepp

Expected Graduation 2019

B.A. in Criminology and Criminal Justice, University of Maryland-College Park, 2008

M.B.A., Minor in Accounting, Texas A&M University-Commerce, 2013

Phil is a senior analyst for the Financial Industry Regulatory Authority (FINRA). He previously worked at T. Rowe Price as a Registered Investment Advisor Representative servicing an array of retirement accounts.

Research Interests: Psychophysiological economics

Diana Yacob
Diana Yacob

Expected Graduation 2019

B.S. in Family Studies, University of Maryland-College Park, 2007

M.S. in Personal Financial Planning, Kansas State University, 2009

Diana is a financial coach with the financial coaching program created by the Consumer Financial Protection Bureau. She also has a continuing relationship with Extension programs in the Washington, D.C. area.

Research Interests: Estate planning, intergenerational wealth transfer, cultural differences in financial planning

Derek Potter
Derek Potter

Expected Graduation 2019

B.A. in Economics, Loyola University-Maryland

M.B.A. Loyola University-Maryland

Derek has 10 years of experience working for marketing agencies, where he has helped clients understand consumer behavior and consumer spending patterns. He is currently the Chief Media Officer at CloudControlMedia, LLC.

Research Interests: Social influences on financial behavior, online shopping behavior, the impact of financial well-being on personal relationships

Frank Magewegwe
Frank Magewegwe

Expected Graduation 2019

BSc in Mathematics and Statistics, University of the Witwatersrand, 1996

BSc in Advanced Mathematics of Finance, University of the Witwatersrand, 1997

MSc in Financial Mathematics, University of Pretoria, 2002

Frank is currently the CEO of the middle-market segment business at Momentum, a large financial services company in South Africa.

Research Interests: Financial education, financial literacy, and economic outcomes

Meghaan Lurtz
Meghaan Lurtz

Expected Graduation 2019

B.B.A. in Psychology, Philosophy, and Spanish, Kansas University, 2008

M.S. in I/O Psychology, Capella University, 2014

Meghaan is a business strategist at Kaledio working with financial planners to exceed growth barriers and enhance client experiences. Prior to this, Meghaan provided I/O services to business owners in the financial field.

Derek Lawson
Derek Lawson

Expected Graduation 2019

B.B.A. in Finance, University of Iowa, 2011

M.S. in Family Studies and Human Services with an emphasis in Personal Financial Planning, Kansas State University, 2014

Derek is a graduate research assistant at Kansas State University and a research assistant to Michael Kitces. Derek currently serves as Treasurer of the Financial Therapy Association and Secretary for the Financial Planning Association's (FPA) NexGen group.

Research Interests: Financial therapy, physiological stress, relationship satisfaction, consumer savings/consumption behavior, behavioral finance

Philip Dawson
Philip Dawson

Expected Graduation 2019

B.A. in Psychology, Connecticut College, 1989

M.B.A. in Finance, University of Connecticut, 2002

Phil is the Academic Program Manager of the BS-Finance program of Post University in Waterbury, CT. He is also the Head Varsity Coach of both Football and Outdoor Track & Field at Sacred Heart High School in Waterbury, CT.

Research Interests: Personal financial planning, financial literacy and behavioral finance issues relating to professional athletes

Somer Anderson
Somer Anderson

Expected Graduation 2019

B.S. in Accountancy, University of Missouri, 2001

Master of Accountancy, University of Missouri, 2001

Somer teaches courses in and directs the accounting program at Maryville University in St. Louis, Missouri. She has over 15 years of experience in accounting and auditing.

Research Interests: Financial fraud, consumer financial protection, and financial literacy

Michael Kothakota
Michael Kothakota

Expected Graduation 2020

B.S. in Business Management, North Carolina State University, 2001

M.S. in Predictive Analytics, Northwestern University, 2014

Michael concentrated his practice in the area of divorce-specifically collaborative divorce. He is an Army veteran and is a Tillman Scholar, of which only 60 veterans are selected each year to be so honored.

Research Interests: Divorce, financial data visualization, personal financial utility

Camila Haselwood
Camila Haselwood

Expected Graduation 2020

B.S. in Family Studies, Kansas State University, 2012

M.S. in Personal Financial Planning, Kansas State University, 2015

Camila is the Graduate Program Coordinator for the Graduate School at KSU and is an instructor for the Introduction to Personal Financial Planning course. She is a Peer Counselor with Powercat Financial Counseling and serves as co-chair of their Student Advisory Board.

Research Interests: Finances of college-aged students and couples

Ed Coambs
Ed Coambs

Expected Graduation 2020

B.S. in Management, University of Houston Clear Lake, 2006

M.B.A. with Finance Concentration, Queens University, 2009

M.A. in Counseling, Gordon-Conwell Theological Seminary, 2014

Ed is a marriage and family therapist in Charlotte, North Carolina, and practices an integrative approach of family and financial therapy. Previous work experience includes high net worth client services for Vanguard Mutual Funds.

Research Interests: Family systems, psychological trauma and recovery, life-space development, religion/spirituality

Kathleen Boyd
Kathleen Boyd

Expected Graduation 2020

B.S. in Economics, University of Utah, 2011

M.S. in Finance, University of Utah, 2013

Kathleen volunteers on the Financial Planning Association Advocacy Committee where she works with elected officials to advocate for legislation that will have a positive impact on clients and the profession.

Research Interests: Financial planning needs and behaviors of LGBTQ+ and across intersections; financial literacy among millennials; financial planning public policy

Shane Enete
Shane Enete

Expected Graduation 2021

B.S. in Finance, University of Southern California, 2002

M.S. in Mathematical Finance, University of North Caroline, Charlotte, 2010

Enete works as an assistant professor of finance at Biola University. His duties included valuing public stock securities, modeling asset allocations, and serving as a forensic accountant.

Research Interests: Sustainable and responsible investing, Optimal experience psychology, Behavioral finance

Juan Gallardo
Juan Gallardo

Expected Graduation 2021

B.A in Secondary Education – 8-12 Social Studies Composite, 2012

M.B.A. in Management, 2014

Juan works for his alma mater as the Student Success Coordinator for the College of Education and Social Sciences, an instructor of Management for the Education on Demand program, and the adviser for the Men of Honor and the Hispanic Student Association.

Research Interests: Financial Planning needs and behaviors of the Latino Community, Financial Literacy among new the newer generation of high school students

Christopher Moore
Christopher Moore

Expected Graduation 2021

B.S. in Agricultural Economics, Texas A&M University, 2008

MBA in Accounting, Texas A&M University - Commerce, 2013

Christopher currently teaches financial planning courses at Texas A&M University and is a Supply Corps Officer in the US Navy Reserve.

Research Interests: Behavioral finance, Military financial readiness

David Jayne
David Jayne

Expected Graduation 2018

B.S. in Civil Engineering, Kansas State University, 1998

M.B.A., Quincy University, 2008

M.S. in Construction Engineering and Management, University of Colorado, 2003

M.S. in Financial Planning, College for Financial Planning, 2009

David has held numerous positions including construction project manager, company commander and operations officer in a Seabee battalion, and instructor at the Naval Civil Engineer Corps Officers School.

Research Interests: Military retirement system; financial planning for military families; windfall events; and high-income, short-duration career fields

Matthew Sommer
Matthew Sommer

Expected Graduation 2021

B.S. Finance, University of Rhode Island, 1992

M.B.A. Lubin School of Business, Pace University, 1997

Matt is Vice President and leads the Defined Contribution and Wealth Advisor Services team at Janus Henderson Investors.

Research Interests: Behavioral finance, Retirement income inadequacy, Advisor alpha

Wendy Usrey
Wendy Usrey

Expected Graduation 2021

B.S. in Marketing Management and B.S. in Economics, Missouri State University, 2009

M.A. in Economics, Colorado State University, 2012

Wendy is a faculty member in the Department of Finance and Real Estate at Colorado State University, teaching multiple courses across both disciplines. She is a licensed real estate broker in both Colorado and Missouri.

Research Interests: Connections between finance and mental health, Post financial-crisis financial planning related to real estate, Student loan debt

Andrew Scott
Andrew Scott

Expected Graduation 2021

B.S. in Finance, Quincy University, 2007

M.B.A., Quincy University, 2008

M.B.A. Finance, Southern Illinois University, 2012

Andrew is an Assistant Professor of Finance at Saint Mary’s University of Minnesota. He is active in various professional organizations across the country.

Research Interests: Investment selection and analysis behavior, Financial literacy education, First generation college student financial behavior

Miranda Reiter
Miranda Reiter

Expected Graduation 2021

B.B.A., Mississippi State University, 2003

B.A. in French, Mississippi State University, 2003

M.P.A., City University of New York-Baruch College, 2009

Miranda Reiter is a CERTIFIED FINANCIAL PLANNER™ practitioner and financial advisor at USAA. She has provided financial advice to clients at four Fortune 500 companies as well as in her private practice, which focused on women's financial wellness.

Research Interests: Diversity and gender issues in financial planning; Racial wealth gap