Personal Financial Planning program newsletter

Spring 2026

From the Program Chair

Alumni and Friends,

Headshot of Dr. Megan McCoy, Program Chair

As we reflect on the spring semester, I feel an incredible sense of pride in our faculty, students, alumni, and friends of the program. This newsletter captures so much of what makes the Personal Financial Planning program at Kansas State University special: students representing K-State on national stages, faculty revising coursework that reflects the future of the profession, doctoral students advancing scholarship and practice, alumni leading across the country, and a broader community that continues to believe in our students.

That pride is grounded in what we are seeing our undergraduate students accomplish every day. They are stepping into competitions with confidence, engaging with firms through site visits and networking opportunities, leading student organizations, and applying what they are learning in meaningful, hands-on ways. These experiences are not just resume builders. There are moments when students begin to see themselves as professionals.

Our doctoral students are also making an impact far beyond Manhattan. They are teaching, publishing, presenting at conferences, and contributing to research that shapes our understanding of financial behavior, relationships, and well-being. One of our current students and several of our alumni have recently authored books as well, which is an incredible accomplishment! It is especially meaningful to see them carry the work of financial planning into classrooms, scholarships, and leadership roles across the country and around the world.

The impact of this work is visible across our alumni community. This spring, we surveyed master’s students and alumni and learned that many graduates have recently passed the CFP® exam, launched firms, stepped into executive leadership roles as partners within their firms, earned national recognition, and mentored others as CFP Board Ambassadors. Perhaps my favorite part of the survey responses was that so many describe a shared lesson from K-State: financial planning is not only technical, but deeply behavioral, relational, and human.

Despite all these successes, our faculty continues to move the program forward in thoughtful and important ways. This year, we have revised the master-level coursework to better reflect the complexity of real-world financial planning. Our collaboration with the Institute for Divorce Financial Analysts is creating the first university pathway for both undergraduate and master’s students to pursue the CDFA® designation. We are also strengthening our partnership with The American College of Financial Services, allowing eligible K-State CFP® students and graduates to apply their coursework toward advanced designations such as the ChFC®, CLU®, and RICP®. These efforts help ensure that students graduate with strong technical training, specialized expertise, and clear pathways to continued professional growth.

And behind all of this is a community that continues to show up for our students in meaningful ways. Whether through mentorship, teaching, opening doors for internships and careers, or simply staying connected, that support makes a difference. It reminds our students that they are entering a profession that values both excellence and care.

Looking across these stories, I am reminded that what makes this program special is not any one accomplishment, but the consistency of our culture. It is a community that believes in developing professionals who are not only skilled but thoughtful, empathetic, and prepared to make a meaningful impact.

Thank you for being part of this work and for helping shape the next generation of financial planning professionals. As part of the K-State family, we succeed because we show up for one another, believe in our students, and carry Wildcat pride into the future.
Go Cats!

Megan McCoy, Ph.D., LMFT, AFC®, CFT™
Program Chair, Personal Financial Planning
Kansas State University

 

Program Updates

Celebrating a whirlwind of a semester!

From student competitions and campus engagement to graduate curriculum growth and faculty accomplishments, this year’s updates reflect the energy and momentum across K-State Personal Financial Planning. Read on to celebrate the students, faculty, and partners helping move the program forward.

 

Student Spotlight

Jordan Hofmann, CFP®

Pursuing M.S. in Personal Financial Planning

Headshot of Jordan Hofmann with a natural background.

Our Spring Student Spotlight features an exceptional graduate student whose journey reflects resilience, purpose, and a deep commitment to service. This season, we highlight a Personal Financial Planning student who has combined professional achievement with personal perseverance, all while representing the K-State PFP program with integrity and heart.

In this edition, we spotlight Jordan Hofmann, a CERTIFIED FINANCIAL PLANNER™ professional pursuing a master’s degree in personal financial planning, along with graduate certificates in financial therapy and advanced financial planning. Jordan’s path to Kansas State University is rooted in a lifelong dedication to helping others, shaped by early lessons in financial responsibility, profound personal loss, and a passion for creating lasting change through both financial knowledge and emotional understanding. Her story offers a powerful glimpse into how compassion, grit, and purpose intersect within the K-State PFP community.

 

Then and Now: Celebrating 75 Doctorates

Reflecting on the people, progress, and purpose behind 75 K-State PFP doctoral graduates.

Milestones invite reflection, not only on numbers but also on the stories behind them. As the Kansas State University Personal Financial Planning (PFP) PhD program celebrates its 75th doctoral graduate, this moment offers an opportunity to look back at where the program began and to consider where it is headed. The journeys of the first graduate, Dr. Julie Cumbie (2012), and the 75th graduate, Dr. Nathan Collier (2025), together tell a powerful story of vision, growth, and enduring purpose.

 

Notable Research

Exploring how peer financial counseling and formal education shape college students’ financial behaviors, confidence, and well‑being

As a financial planner and educator, Dr. Rollins-Koons is passionate about helping people become more financially literate and confident in their financial decision-making abilities. In an upcoming article in the Journal of Financial Counseling and Planning, Dr. Rollins-Koons, along with coauthors Dr. Kenneth White, Dr. Megan McCoy, and Dr. Kate Mielitz, examines the impact of peer financial counseling, an often underexplored approach in financial literacy research. Using national college student data, the study shows how combining structured financial education with peer support can strengthen financial behaviors, confidence, and optimism, offering important insights for colleges seeking to better support student financial well-being.

 

More Than a Degree

Katie Dinkel and Leah Meek, undergraduates, who are making their college experience truly meaningful

Leah Meek and Katie Dinkel sitting on a cruise deck waiting to present in Bob Ross Wigs

College becomes meaningful through the opportunities students choose to pursue and the people they grow alongside. For personal financial planning students Katie Dinkel and Leah Meek, this year was defined by experiential learning beyond the classroom—ranging from national competitions and professional travel to campus leadership and community engagement. Through hands‑on challenges, mentorship, and meaningful connections, they discovered that intentional involvement not only strengthens professional readiness but also creates lasting friendships and a sense of purpose. Their journey is a testament to how experiential education shapes confident, well‑prepared future leaders in financial planning.

 

Investing in Students

Strengthening the Future of Financial Planning

Strong financial planning professionals do not develop by accident. They are shaped through education, mentorship, hands-on learning, and a community that believes in their potential. At Kansas State University, the Personal Financial Planning program is preparing students to become thoughtful, skilled, and compassionate professionals who will one day guide individuals and families through some of life’s most important financial decisions. That preparation requires more than strong coursework alone. It also depends on meaningful opportunities that help students build confidence, connect with the profession, and grow into the kind of practitioners clients can trust.

That is why financial support matters.

When alumni, professionals, families, and friends invest in the program, they help create experiences that extend beyond the classroom. Their support opens doors for students, strengthens their preparation, and reinforces the idea that this profession is one worth investing in. Gifts help expand access to opportunities that shape students academically, professionally, and personally, while also strengthening the future of financial planning as a whole. Just as important, support sends a powerful message. It tells students that professionals in the field believe in them, want them to succeed, and are willing to invest in their future.

As we reflect on the many people who help strengthen our program, we are especially grateful to highlight Dave Mirabito. His generosity, encouragement, and commitment to our students reflect the kind of investment that helps shape the next generation of financial planning professionals. Dave’s example reminds us that giving back can take many forms, and we hope his story inspires others to consider how their own support can help open doors for future students.

 

Closing Remarks

The spring semester has come to a close, and once again, our students have wrapped up finals, celebrated accomplishments, and prepared to step into summer opportunities. As the pace on campus slows, we take a collective breath and reflect on the last several months in this newsletter and all that has been achieved. Time and again, we are reminded of the excellence of our students, and of the strength of the village and community that is you, our alumni and friends.

Your time, advocacy, expertise, and generosity continue to enrich the K‑State Personal Financial Planning experience and play a meaningful role in why our students value this program so deeply. That pride carries forward as they encourage friends, family, and professional networks to join PFP. If you are looking for ways to stay engaged, we are always seeking mentors, guest speakers, scholarship donors, and partners who help support the continued growth and success of our students.

 

 

Newsletter Archive

Spring 2026 Newsletter
Fall 2025 Newsletter
Spring 2025 Newsletter
Fall 2024 Newsletter
Spring 2024 Newsletter