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 Costello College of Business' Bachelor of Science in Business, Financial Planning and Wealth Management Concentration.

Advisory Board Chair

  • School of Business Community Partner | Daniel Lash

    Partner, VLP Financial Advisors
    Chair of the Financial Planning and Wealth Management Advisory Board

    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.

Advisory Board Members

  • Regional Vice President, RIA Relationship Manager, Capital Group

    Antonio Bass is a relationship manager at Capital Group, home of American Funds, covering RIAs, consultants and bank trusts.
  • George Mason University School of Business Ryan Fleming

    Principal, Armstrong, Fleming & Moore

    Ryan Fleming is a principal at Armstrong, Fleming & Moore, Inc. where he provides comprehensive financial planning services to individuals, couples, and business owners, including guidance on investment, retirement, tax, estate planning, and insurance.
  • Costello College of Business Community Partner | Jason Howell

    Adjunct Faculty, Finance and Accounting
    Past 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 Costello College of Business at George Mason University. He is also active with the Costello College of Business' Alumni Chapter.
  • School of Business Community Partner | Scott Hughes

    CFP®Managing Partner and Financial Advisor

    For almost 30 years, Scott has worked with individuals and families in or nearing retirement to provide comprehensive financial planning solutions that help build, manage and distribute their wealth to their next generation.
  • School of Business Community Partner | David L. Johnson

    Partner, Signature Estate & Investment Advisors, LLC®
    Vice Chair of the Financial Planning and Wealth Management Advisory Board

    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 | Ali Kahil

    Tax and Financial Analyst, PagnatoKarp
     

    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 | Anne McCabe

    Managing Director and Partner, 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.

NexGen Board Members

  • George Mason University School of Business board member Cory Brooks

    Associate Wealth Advisory, Buckingham Strategic Wealth

    Cory Brooks is an Associate Wealth Advisory at Buckingham Strategic Wealth. He earned a bachelor’s degree in finance from George Mason University in 2018. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation and obtained a certificate of financial planning coursework from Northwestern University.
  • George Mason University School of Business board member Nicolette Davicino

    Senior Paraplanner, Armstrong, Fleming, & Moore, Inc.

    Nicolette Davicino is a Senior Paraplanner at Armstrong, Fleming, & Moore, Inc. Prior to joining AFM, she worked as a policy fellow for the Committee of Appropriations in the U.S. Senate, specializing in small business development and tax reform.
  • George Mason University School of Business Board Member Nicholas Guidos

    Administrative Associate, VLP Financial Advisors

    Nicholas Guidos is an Administrative Associate at VLP Financial Advisors. He graduated from George Mason University’s School of Business with concentrated studies in both Finance and Financial Planning and Wealth Management.
  • George Mason University School of Business board member Ashley Reichert

    Associate Wealth Advisory, Buckingham Strategic Wealth

    Ashley Reichert is an Associate Wealth Advisory at Buckingham Strategic Wealth. She holds a bachelor’s degree in finance and in marketing from George Mason University and the CERTIFIED FINANCIAL PLANNER™ professional designation.

Friends of the Board

  • George Mason University School of Business Bob Glass

    Managing Director, Mariner Wealth Advisors

    Bob Glass is Managing Director at Mariner Wealth Advisors. Prior to joining Mariner Wealth Advisors, Bob was the director of Washington, D.C. region for The Mather Group.
  • George Mason University School of Business friend Patrick Marcinko

    Associate Financial Advisor, Bogart Wealth

    Patrick Marcinko is an Associate Financial Advisor at Bogart Wealth. Prior to joining Bogart Wealth, Patrick began his career as a Financial Analyst at Goldman Sachs.
  • 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.
  • School of Business Community Partner | Judy L. Redpath

    Founder, VISTA Wealth Strategies LLC

    Judy L. Redpath specializes in working with entrepreneurs, business owners, professionals and their families, overseeing their family finances, focusing on the accumulation, distribution, preservation and strategic transfer of wealth.
  • School of Business Community Partner | Jon P. Yankee

    Partner and CEO, FJY Financial, LLC

    Jon P. Yankee, MBA, CFP®, co-founded FJY Financial in January of 2006 with Marjorie Fox. In addition to his duties as a Partner and Senior Financial Advisor, as Chief Executive Officer Jon leads the strategic direction of the firm, and the development and implementation of its well-known human capital strategy.