Financial Planning and Wealth Management Advisory Board

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

  • School of Business Community Partner | Jason Howell

    Adjunct Faculty, Finance and Accounting
    School of Business Alumni Chapter Chair of the Fundraising Committee; Chair of the Financial Planning and Wealth Management Advisory Board

    Jason 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

  • School of Business Community Partner | George C. Cabalu

    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.
  • School of Business Community Partner | Mary Bell Carlson

    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.
  • School of Business Community Partner | Susan Chesson

    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.
  • School of Business Community Partner | David L. Johnson

    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.
  • School of Business Community Partner | Brock T. Jolly

    Partner, Veritas Financial, LLC

    Brock Jolly is a Financial Advisor with Veritas Financial, LLC, and the founder of The College Funding Coach®.
  • School of Business Community Partner | Brian Jones

    Chairman, CJM Wealth Advisers, Ltd.

    Brian Jones is Chairman of CJM Wealth Advisers, Ltd., a fee only investment advisory firm located in Fairfax, VA.
  • School of Business Community Partner | Daniel Lash

    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.
  • School of Business Community Partner | Anne McCabe

    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.
  • School of Business Community Partner | Lauren O'Brien

    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.
  • George Mason University of Business Partner Amanda Plonski

    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

  • School of Business Community Partner | Eleri Burnett

    Client Service Associate, Edelman Financial Engines
    School of Business Alumni Chapter Director-at-Large

    Eleri Burnett is a class of 2019 graduate of George Mason University. She majored in Finance with a minor in Environmental Science.
  • School of Business Community Partner | Ali Kahil

    Tax and Financial Analyst, PagnatoKarp
    School of Business Alumni Chapter Friend of the Board

    Ali 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.
  • School of Business Community Partner | Khrista McWhorter

    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.