Providing Professional Oversight to the Financial Planning Curriculum
The Financial Planning and Wealth Management Advisory Board identifies opportunities for enhanced student and faculty development.
The board is comprised of George Mason University alumni, business professionals, individual supporters, and faculty. As a group, the board works to give back to the community; support financial education; share expertise with the next generation of leaders; create a legacy of financial literacy for unique populations such as first generation students; expand students' networks with like-minded professionals; enhance company recognition; and maintain and encourage student engagement with Mason's Certified Financial Planner Board-certified program.
Learn more about the School of Business' Bachelor of Science in Business, Financial Planning and Wealth Management Concentration.
Advisory Board Chair
Adjunct Faculty, Finance and Accounting
School of Business Alumni Chapter Chair of the Fundraising Committee; Chair of the Financial Planning and Wealth Management Advisory BoardJason Howell is an adjunct faculty member within the Finance and Accounting Areas in the School of Business at George Mason University. He is also active with the School of Business' Alumni Chapter.
Advisory Board Members
Managing Director, Investments, Wells Fargo Advisors
George Cabalu believes in a truly holistic and client centric approach. His ability to provide customized solutions that addresses his clients' assets and liabilities allows him to act as their personal Chief Financial Officer.
Founder, Chief Financial Mom.com
Dr. Mary Bell Carlson is a financial behavior expert and has worked in both the military and government communities for the last decade.
Wealth Advisor, Buckingham Strategic Wealth
After 20 years in corporate finance at Fortune 500 companies, Susan Chesson made the leap to financial planning, preferring to work one-on-one with clients to make a positive difference in their lives.
Partner, Signature Estate & Investment Advisors, LLC®
David is a CERTIFIED FINANCIAL PLANNER™ practitioner with more than 25 years’ experience in investment management and estate planning with a focus on advising corporate executives, business owners, multigenerational families and trustees.
Partner, Veritas Financial, LLC
Brock Jolly is a Financial Advisor with Veritas Financial, LLC, and the founder of The College Funding Coach®.
Chairman, CJM Wealth Advisers, Ltd.
Brian Jones is Chairman of CJM Wealth Advisers, Ltd., a fee only investment advisory firm located in Fairfax, VA.
Partner, VLP Financial Advisors
Daniel Lash is a partner at VLP Financial Advisors and has been active in the profession for 23 years and has developed a unique ability to talk honestly and directly to his clients, helping guide them past their short term worries and encouraging them to focus on their bigger financial picture.
President and CEO, Curo Private Wealth
A native of Atlanta and a graduate of George Mason University, Anne McCabe has been in the financial services industry since 2001.
Senior Wealth Advisor, XML Financial Group
Lauren is a CERTIFIED FINANCIAL PLANNER™ professional committed to helping her clients on their life journeys with thorough financial planning.
Managing Director, Head of Wealth Planning, Cresset
A Certified Financial Planner® and a Certified Private Wealth Advisor®, Amanda oversees the Wealth Planning experience for Cresset, an award-winning multi-family office serving the unique advisory needs of entrepreneurs, executives, and high net worth and multi-generational families.
Next Gen Committee
Client Service Associate, Edelman Financial Engines
School of Business Alumni Chapter Director-at-LargeEleri Burnett is a class of 2019 graduate of George Mason University. She majored in Finance with a minor in Environmental Science.
Tax and Financial Analyst, PagnatoKarp
School of Business Alumni Chapter Friend of the BoardAli Kahil is a Tax & Financial Analyst at PagnatoKarp. In this role, he provides full-cycle tax compliance for ultra-high-net-worth clientele of the multi-family office.
Financial Planning Specialist, Ameriprise Financial Services
Khrista McWhorter is a Financial Planning Specialist at Ameriprise Financial Services. In this role, her primary focus is with guiding clients through the full spectrum of financial planning from financial security and wealth accumulation to estate and legacy planning.