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 Personal Financial Planning Association (PFPA), KEY, SoFP Ambassadors, and Red 2 Black.
• 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

Hayden Hill, CFP®, President

Jennifer Cook, CFP® , President-Elect

Madison Wallace, CFP®, Secretary 

Members

Greg Allison, CFP®

AJ Bunn, CFP®

Tanner Castle, CFP®

Mason Clark, CFP®

Michael Cochran, CFP®, CIMA®

Jennifer Cook, CFP®

Devin DeLapp, CFP®, CDFA, MS

Jacob Gurock, CFP®

Abby Hasling, CFP®

Pete Hayward, CFP®, MS

Victor Heetai, CFP®, MS

Dimitrian Jimenez, CFP®, ChSNC

Kati Krause, CFP®

Craig Lemoine, CFP®, PhD, MRFC

Dallas McKee, CFP®, MS

Jessica Mendoza

Tiffany Murray, PhD, AFC®

James Palmer, CFP®

Brandon Ratzlaff, CFP®, MS

Jennie Spurlock Rayfiled, CFP®, MS

Mark Rizvi, CFP®

Banner Steele, CFP®, MS

Trey Waite, CFP®

Emerald Ward, CFP®, MS

Student Liaisons 

Kali Mazumdar, PFPA Liaison 

Lupita Ochoa, SoPF Ambassador Liaison

Alton Walker, KEY Liaison

Cathy Koman, Red 2 Black Liasion

Faculty/Staff Liaisons

Sarah Asebedo 

Katelyn Booth

Kristi Van Allen