University Advisory Board
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.
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.
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.”
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).