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
Matt Bader
Position:
Client-Based Peer Financial Planner
Classification
Master's Student
Charlotte Bailey
Position:
Client-Based Peer Financial Planner
Classification
Undergraduate Student
Sonya Britt
Position:
Assistant Director
Client-Based Peer Financial Planner
Client-Based Community Financial Planner
Classification
Ph.D. Student
Chris Browning
Position:
Client-Based Peer Financial Planner
Classification
Ph.D. Student
Benjamin Cummings
Position:
Client-Based Peer Financial Planner
Classification
Ph.D. Student
Andrew Fore
Position:
Client-Based Peer Financial Planner
Classification
Undergraduate Student
Kelli Gailan
Position:
Client-Based Peer Financial Planner
Classification
Master's Student
Jamie Lynn Garrett
Position:
Client-Based Peer Financial Planner
Client-Based Community Financial Planner
Classification
Ph.D. Student
Heather Gertsner
Position:
Client-Based Peer Financial Planner
Classification
Undergraduate Student
Philip Gibson
Position:
Client-Based Peer Financial Planner
Classification
Ph.D. Student
Tim Griesdorn
Position:
Client-Based Peer Financial Planner
Clent-Based Community Financial Planner
Classification
Ph.D. Student
Brent Groves
Position:
Client-Based Peer Financial Planner
Classification
Undergraduate Student
Michael Guillemette
Position:
Client-Based Peer Financial Planner
Classification
Master's Student
Nathan Hays
Position:
Client-Based Peer Financial Planner
Classification
Undergraduate Student
Mason Hebert
Position:
Client-Based Peer Financial Planner
Classification
Undergraduate Student
Stephen Hunsaker
Position:
Client-Based Peer Financial Planner
Client-Based Community Financial Planner
Classification
Ph.D. Student
Chris Kowal
Position:
Client-Based Peer Financial Planner
Classification
Undergraduate Student
Ryan Law
Position:
Client-Based Peer Financial Planner
Classification
Master's Student
Areerat Lertchaipitak
Position:
Client-Based Peer Financial Planner
Classification
Master's Student
Raymond Long
Position:
Client-Based Peer Financial Planner
Classification
Undergraduate Student
Megan Malone
Position:
Client-Based Peer Financial Planner
Classification
Master's Student
Nadia Marquez
Position:
Client-Based Peer Financial Planner
Classification
Undergraduate Student
Marcia Miller
Position:
Client-Based Peer Financial Planner
Classification
Undergraduate Student
Janine Scott
Position:
Client-Based Peer Financial Planner
Classification
Ph.D. Student
Hyrum Smith
Position:
Client-Based Peer Financial Planner
Client-Based Community Financial Planner
Classification
Ph.D. Student
Shantel Turner
Position:
Client-Based Peer Financial Planner
Classification
Master's Student
Jamie Villanueva
Position:
Client-Based Peer Financial Planner
Classification
Undergraduate Student