A Red to Black client-based financial planner is similar to a personal trainer. The trainer provides some basic information and education. They also provide a variety of different ideas and exercises so you don’t get bored and most importantly they are someone who can help you hold yourself accountable. – Tim Griesdorn
Client-Based Financial Planners provide one-on-one counseling/planning in a confidential manner. These planners help students with specific financial topics that include but are not limited to the following:
Money Management | Debt Reduction | Identity Theft | Employee Benefits | Budgeting | Goal Setting
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Matt BagleyPosition:Client-Based Peer Financial Planner ClassificationMaster's Student |
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Charlotte BaileyPosition:Client-Based Peer Financial Planner ClassificationUndergraduate Student |
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Chris BrowningPosition:Client-Based Peer Financial Planner ClassificationPh.D. Student |
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Benjamin CummingsPosition:Client-Based Peer Financial Planner ClassificationPh.D. Student |
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Andrew ForePosition:Client-Based Peer Financial Planner ClassificationUndergraduate Student |
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Kelli GailanPosition:Client-Based Peer Financial Planner ClassificationMaster's Student |
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Heather GertsnerPosition:Client-Based Peer Financial Planner ClassificationUndergraduate Student |
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Tim GriesdornPosition:Client-Based Peer Financial Planner ClassificationPh.D. Student |
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Brent GrovesPosition:Client-Based Peer Financial Planner ClassificationUndergraduate Student |
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Michael GuillemettePosition:Client-Based Peer Financial Planner ClassificationMaster's Student |
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Chris KowalPosition:Client-Based Peer Financial Planner ClassificationUndergraduate Student |
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Ryan Law, AFC®Position:Client-Based Peer Financial Planner ClassificationMaster's Student |
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Areerat LertchaipitakPosition:Client-Based Peer Financial Planner ClassificationMaster's Student |
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Raymond LongPosition:Client-Based Peer Financial Planner ClassificationUndergraduate Student |
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Megan MalonePosition:Client-Based Peer Financial Planner ClassificationMaster's Student |
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Nadia MarquezPosition:Client-Based Peer Financial Planner ClassificationUndergraduate Student |
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Marcia MillerPosition:Client-Based Peer Financial Planner ClassificationUndergraduate Student |
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Janine ScottPosition:Client-Based Peer Financial Planner ClassificationPh.D. Student |
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Hyrum SmithPosition:Client-Based Peer Financial Planner ClassificationPh.D. Student |
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Jamie VillanuevaPosition:Client-Based Peer Financial Planner ClassificationUndergraduate Student |
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Matt BaderPosition:Client-Based Peer Financial Planner ClassificationMaster's Student |
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Nathan HayesPosition:Client-Based Peer Financial Planner ClassificationUndergraduate Student |
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Mason HebertPosition:Client-Based Peer Financial Planner ClassificationUndergraduate Student |
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Shantel TurnerPosition:Client-Based Peer Financial Planner ClassificationMaster's Student |


















