University Advisory Board

L. Ann Coulson, Ph.D., CFP®
L. Ann Coulson, Ph.D., CFP®KANSAS STATE UNIVERSITY
Dr. Coulson received her B.S. from the University of Missouri-Columbia in 1974 in Vocational Home Economics Education. She spent the next eight years working for utility companies in Arkansas and Missouri providing public relations and education. She completed her M.S. in Operations Management from the University of Arkansas in 1980 and her Ph.D. in Human Environmental Sciences (Family & Consumer Economics) from the University of Missouri-Columbia in 1988. She completed the requirements for the Certified Financial Planner™ certification in 1991.

From 1987 until 1996, Dr. Coulson taught at Kansas State University where she was instrumental in the creation of K-State’s CFP® Board registered undergraduate program. While at K-State she won the prestigious Conoco Undergraduate Teaching Award. She moved to Chicago in 1995. While in Chicago, Dr. Coulson served as the Director of the Institute for Personal Finance, an educational institution under the auspices of the Association for Financial Counseling and Planning Education. The purpose of the institute was to educate financial and housing counselors.

In 2001, Dr. Coulson and her family returned to Kansas where she managed L. Ann Coulson, Ph.D., CFP®, L.L.C., a fee-only financial planning practice. She currently serves as a faculty member for Kansas State University where she teaches on campus undergraduate and online graduate level classes in financial planning.

Luke Dean, PhD
Luke Dean, PhDUTAH VALLEY UNIVERSITY
Luke Dean is an Associate Professor and the Financial Planning Program Director in the Woodbury School of Business at Utah Valley University. Utah Valley University is the largest university in the state of Utah. The financial planning program at UVU has been recognized as 1 of the top 10 standout financial planning programs in the U.S. by the Financial Planning magazine. In 2014, the students at UVU placed 1st in the NAGDCA National Retirement Quiz Bowl competition, and 2nd overall in the National Financial Planning Challenge sponosred by the CFP(r) Board, FPA, and Ameriprise. The financial planning program at Utah Valley University is the largest undergrad program in the country, and is housed in the AACSB Accredited Woodbury School of Business. Students take 13 classes in financial planning (including technology, sales, and financial counseling).

He has a Ph.D. in Personal Financial Planning from Texas Tech University, and a Bachelors and Masters degree from Brigham Young University. He helped to start the financial planning program at William Paterson University which is also ranked in the Top 10 nationally.

John Grable, PhD
John Grable, PhDUNIVERSITY OF GEORGIA
Dr. John Grable is a Professor and an Athletic Association Endowed Professor of Family Financial Planning at the University of Georgia. Professor John Grable teaches and conducts research in the Certified Financial Planner? Board of Standards Inc. undergraduate and graduate programs at the University of Georgia where he holds an Athletic Association Endowed Professorship. Prior to entering the academic profession he worked as a pension/benefits administrator and later as a Registered Investment Advisor in an asset management firm. Dr. Grable served as the founding editor for the Journal of Personal Finance and co-founding editor of the Journal of Financial Therapy. His research interests include financial risk-tolerance assessment, psychophysiological economics, and financial planning help-seeking behavior. He has been the recipient of several research and publication awards and grants, and is active in promoting the link between research and financial planning practice where he has published numerous refereed papers, co-authored two financial planning textbooks, and co-edited a financial planning and counseling scales book. Dr. Grable currently writes a quarterly column for a leading financial services journal.
Andrew Head, MA, CFP®
Andrew Head, MA, CFP®EXECUTIVE-IN-RESIDENCE, DIRECTOR, FINANCIAL PLANNING PROGRAM, WESTERN KENTUCKY UNIVERSITY
Andrew J. Head, MA, CFP® brings 14 years of financial services experience to his position as the Director of both the Western Kentucky University CFP® Board Registered Financial Planning Programs as well the WKU Center for Financial Success. He joined the faculty at WKU in 2010 and teaches courses on Estate Planning, Tax Planning, Risk Management & Insurance Planning among others. He is the faculty advisor to the WKU Financial Planning Association (FPA) Student Chapter as well as serving on the Board of Directors for the FPA of Kentuckiana. Outside of his duties with WKU, Andrew is the managing partner of Journey Financial Management, LLC, a multi-state RIA.
Deena Katz, CFP
Deena Katz, CFPTEXAS TECH UNIVERSITY
Ms. Katz is an Associate Professor in the Department of Personal Financial Planning at Texas Tech University, in Lubbock, Texas. She is also a founding partner of Evensky & Katz, a wealth management firm, located in Coral Gables, Florida. She is an internationally recognized financial advisor and practice management expert and the author of seven books on financial planning and practice management topic. She writes a regular column for Financial Planning Magazine called, “Profitable Practice.”

In 2010, Ms. Katz was named as Investment Advisors “Thirty-Thirty,” honoring thirty people who over the past thirty years have significantly contributed to the advancement of the planning profession. She was one of the first advisors named as Financial Planning Magazine’s “Movers and Shakers” for 2001and 2008, as well as one of Accounting Today’s Top Ten Names to Know in Financial Planning, in 2001 and 2002. She has consistently been on the Investment Advisor’s Most Influential People in the Industry.

Ms. Katz is a past member of the National Board of Directors of the Financial Planning Association, is past member of the Board of Trustees for the Foundation for Financial Planning, and for 2009-10 served as an advisor to the Comptroller of the State of Texas on their college funding plans. In 2009, Ms. Katz testified before the Senate Committee on Aging regarding “Boomer Bust: Securing Retirement in a Volatile Economy.”

Robert O. Weagley, Ph.D., CFPTM
Robert O. Weagley, Ph.D., CFPTMUNIVERSITY OF MISSOURI
Rob is Associate Professor and Department Chair of the Personal Financial Planning Department at the University of Missouri. Rob is also a registered investment advisor with Sundvold Financial, LLC (www.sundvold.com) an asset management and retirement plan specialty firm, providing 401k plan management and financial plan implementation.

Originally from Liberty, MO, he completed both his Bachelor’s and Master’s degree at the University of Missouri. His doctorate was received from Cornell University in 1985.

His research focuses on the areas of household investment and insurance management, with a current focus on college education funding and household portfolio management. He is a member of the editorial boards of Financial Counseling and Planning and the Journal of Family and Economic Issues.

He served as Chair of the UMC Chancellor’s Resource Advisory Council, and as a member of each of the following: Chancellor’s Strategic Planning Advisory Committee, UMC Service Learning Advisory Committee, UMC Intercollegiate Athletics Strategic Planning Committee, the NCAA Athletics Certification Self-Study Team, serving as Chair of the Minorities Sub-committee, and the Advisory Board to Tsinghua University’s Consumer Finance Group. He is Past-President of the University-YMCA, Past-Chair of Faculty Council, President for Columbia Northwest Rotary, and Scholarship Chair for the Mid-Missouri Estate Planning Council.

Rob has three children: Daniel (26), Julianne (23), and Jimmy (20).