School of Financial Planning

Alumni Advisory Board

The Board's primary aim is to promote and support the School of Financial Planning at Texas Tech University, thereby enhancing the educational experience and value of the degree for the mutual benefit of all stakeholders.

Specific goals include at least the following:

• To communicate with SoFP faculty regarding industry trends and developments that help solidify and maintain the program's position as a dynamic, innovative industry leader.
• To provide constructive, solution focused feedback from an industry perspective to faculty regarding the practical application and relevance of certain planning methods used in preparing students to excel in their careers.
• To recommend changes, adjustments, and/or improvements that serve to edify the image, reputation, and character of the SoFP degrees at Texas Tech and further increase their value on campus, within the financial planning profession, and to the consuming public globally.
• To coordinate fundraising efforts for the express benefit of advancing the SoFP program and its ability to educate students and place high-quality graduates into the financial planning profession in perpetuity.
• To build a strong, effective alumni network that embodies the high ethical standards of personal and professional integrity and accountability that meet or exceed the principles set forth by the CFP Board of Standards.
• To mentor and nurture SoFP students in their pursuit of academic, personal, and professional excellence; leadership development; and interaction with alumni.
• To serve as a feedback and/or advisory resource for the student-led organizations, such as the Personal Financial Planning Association (PFPA), KEY, and the SoFP Ambassadors, as well as for the Red to Black®Department.
• To facilitate the recognition of outstanding students, faculty, and alumni.

Calendar & Timeline for AAB

2024-2025 Board Meetings

• October (Hybrid: In-Person & Virtual)
  • Thursday, October 10th, 2024, 5-6 PM
  • Human Sciences Room 136
  • Fall Career Day
• December (Virtual)
  • Monday, December 9th, 2024, 3-4 PM
• February (Virtual)
  • Monday, February 10th, 2025, 3-4 PM
• April (Virtual)
  • Monday, April 14th, 2025, 3-4 PM
• June (Virtual)
  • Monday, June 9th, 2025, 3-4 PM
  • Discuss nominations/elections
  • June 15th: Due date for new member nominations
  • Nominations via the TTU PFP website
  • June 16th – July 14th: Voting for new board members
• July (Voting)
  • July 15th: New members notified
  • July 16th – July 31st: Nominations for Executive Committee
  • July 31st: Executive Committee notified
• August (Virtual)
  • Monday, August 11th, 2025, 3-4 PM
  • Include all new members and those rolling off

Advisory Board Nominations

Submit A Nomination

Executive Board

Jennifer Cook, CFP® , President

Devin DeLapp, CFP®, CDFA, MS, Vice President

Madison Wallace, CFP®, Secretary 

Members

Micah Adams

AJ Bunn, CFP®

Tanner Castle, CFP®

Mason Clark, CFP®

Michael Cochran, CFP®, CIMA®

Jennifer Cook, CFP®

Devin DeLapp, CFP®, CDFA, MS

Mark Evers, CFP®, CRPC, PhD

Jacob Gurock, CFP®

Victor Heetai, CFP®, MS

Hayden Hill, CFP®

Dimitrian Jimenez, CFP®, ChSNC

Clay Jinks

Kati Krause, CFP®

Jessica Mendoza

Tanner Merritt

Tiffany Murray, PhD, AFC®

James Palmer, CFP®

Shannon Pope

Mark Rizvi, CFP®

Colin Slabach

Evan Smith

Banner Steele, CFP®, MS

Trey Waite, CFP®

Madison Wallace, CFP®

Emerald Ward, CFP®, MS

Student Liaisons 

Adam Reed, PFPA Liaison 

Tyle Russakov, SoPF Ambassador Liaison

Isaac Salazar, KEY Liaison

Cathy Komen, Red to Black ® Liaison

Faculty/Staff Liaisons

Sarah Asebedo

Jared Pickens

Jesse Jurgenson