Love & Money
Sonya Britt-Lutter is an Associate Professor of Personal Financial Planning. She is Certified Financial PlannerTM professional with training in marriage and family therapy. As a researcher and teacher of financial therapy, Sonya explores the role of money in couple relationships, families, and for the individual. Britt-Lutter’s research on money arguments and their influence on relationship satisfaction and divorce and has been referenced in the New York Times, the Wall Street Journal, Kiplinger’s, and Yahoo! Finance to name a few. She and co-authors won the best theoretical paper award at the 2016 Financial Planning Association national meeting with a paper titled, Tightwads & Spenders: Predicting Financial Conflict in Couple Relationships, and in 2017 with The Financial Implications of Divorce. Her developmental work in the emerging field of financial therapy is summarized in Financial Therapy: Theory, Research, and Practice with co-editors Drs. Brad Klontz and Kristy Archuleta.
Spending in Retirement
Chris Browning is an Assistant Professor and the Co-Director of Undergraduate Programs in the Department of Personal Financial Planning at Texas Tech University. He is actively engaged in research related to the financial decision making of retirees, with recent publications in the Journal of Financial Planning and other financial planning related outlets. Dr. Browning serves as a board member for the Academy of Financial Services and is the founding director of the Financial Planning Academy, a program sponsored by the Charles Schwab Foundation designed to engage high school students in the financial planning profession. He received his PhD in Personal Financial Planning from Texas Tech University.
Estate Planning following the Tax Cuts and Jobs Act
Andrew ("Andy") Ellis earned his B.S. in Political Science from Kansas State University in 2008, and his juris doctorate from the University of Kansas School of Law in 2011. He is a partner with Arthur-Green, LLP and has been with the firm since 2011. Andy practices in the areas of estate planning, probate, real estate, business transactions, and business entity formation. Andy is active in the Manhattan community and currently serves on the governing boards of Leadership Manhattan, the Boys and Girls Club of Manhattan and the Friends of the Sunset Zoo.
Jodi Kaus, JD, CTFA
Helping Families Plan for Higher Education Expenses & Understand Student Loans
Jodi Kaus is the director of Kansas State University's student financial planning center named Powercat Financial. Powercat Financial began in August 2009 as the first peer-to-peer college financial education program in the state of Kansas. Jodi oversees approximately 40 students trained to provide individual financial counseling, financial presentations and interactive events centered on increasing the financial capability of all Kansas State students. Jodi has over 20 years of experience in wealth management and financial planning, complimented by her legal experience and designation as a Certified Trust & Financial Advisor (CTFA). Jodi Kaus received her B.A. in ’91 from Kansas State University, and her Juris Doctorate in ’94 from the University of Kansas School of Law. You may learn more about Powercat Financial at www.k-state.edu/powercatfinancial or by contacting firstname.lastname@example.org.
Brian Leitner, CFP, ChFC, MST
Industry Changes and Things to Think About
As chief practice management officer for Mariner Wealth Advisors, Brian oversees business development, practice management and marketing. Brian is a member of the firm’s executive committee, and he is responsible for ensuring all advisory teams have the resources they need to provide exceptional service to the firm’s clients. Prior to joining Mariner in 2010, Brian was head of the Preferred Planning platform at UBS, where he managed a group of professionals who provided comprehensive wealth advice to high-net-worth clients. While in that role, he advised the firm’s wealthiest clients on heavily concentrated equity positions, philanthropic planning and wealth transfer strategies. Before joining UBS, Brian was a consultant in the Financial Planning and Tax Services department of Ernst & Young, LLP, where he provided investment and tax strategies to individual and corporate clients. Brian has a bachelor’s degree in economics from the State University of New York College at Oneonta and a master’s degree in taxation from Fairleigh Dickinson University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant®. He has passed the Series 7, 24, 51 and 66 exams. Brian was honored as a member of Ingram’s 2013 class of 40 Under Forty.
Linda Y. Leitz, PhD, CFP®, EA
CFP® Ethics – The New Horizon
Linda Y. Leitz, co-owner of Peace of Mind Financial Planning, Inc., is a Certified Financial Planner and has been in the financial industry since 1979. She is also enrolled to practice before the Internal Revenue Service. Before becoming a financial planning professional, Linda held several executive positions in the banking industry. She began her career as a bank examiner. Linda has a PhD in Personal Financial Planning from Kansas State University, an MBA from Southern Methodist University, and a BA in Business Administration from Principia College. She was appointed to serve on 2016-2017 Commission on Standards for the Certified Financial Planning Board, is past Chair of the National Board of the National Association of Personal Financial Advisors, and has also served on that organization’s West Region Board of Directors.
Bill Martin, CFA
How Advisors Can Thrive by Embracing Fintech and Goals-Based Investing
Bill leads investment strategy for INTRUST Bank, emphasizing goal-based client solutions, portfolio construction using multifactor risk analysis, and tax-aware portfolio optimization. Prior to joining INTRUST, Bill served as director of managed account services at SunGard Advisor Technologies and Folio Dynamix. In this role, he consulted with and delivered investment solutions to wealth and retirement firms across the nation. Bill has authored The Smart Financial Advisor and numerous industry articles, and he is a frequent speaker on investment strategies and industry innovation. Bill serves on the ABA Wealth Management & Trust board as well as several fintech and asset management advisory boards. Bill holds an MBA from the University of Kansas, is a CFA Charterholder, and has more than 20 years of investment-related experience.
Ken Selzer, CPA
Trends in Insurance and Securities Planning
Ken Selzer, CPA, was elected as the Kansas Insurance Commissioner in 2014 and began serving in that position on January 12, 2015. He previously worked in the reinsurance industry for more than 30 years, most recently as an Executive Managing Director for a worldwide insurance services firm.
Charitable Estate Planning: Tax Reform and Smart Charitable Strategies for your Clients
Kent is the Senior Director of Gift, Estate and Trust Planning for the Kansas State University Foundation. In this role, he works with alumni and friends of K-State with the integration of their charitable intentions with their overall tax, estate and financial planning. Working with advisors, he assists to meet both personal planning and charitable giving objectives through creative gift planning solutions to common planning needs. He specializes in working with individuals and businesses, helping them in areas such as retirement planning, estate planning, college funding, insurance, investments, and asset allocation. He analyzes information, determines which strategies work best for their situation and tailors a plan specifically to help meet their financial goals. He has spoken to Alumni, college advisory groups, CPA’S, Attorneys, Real estate agents, Financial Advisors, Insurance agents, trust officers, Trustees, Board of Director’s, hospitals, and other charitable organizations. He has the ability to present in charitable estate planning in a down-to-earth, easy-to-understand manner.