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 AdvisorsGeorge 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.
Wealth Advisor, Buckingham Strategic WealthAfter 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, VLP Financial AdvisorsDaniel 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.
Senior Wealth Advisor, XML Financial GroupLauren is a CERTIFIED FINANCIAL PLANNER™ professional committed to helping her clients on their life journeys with thorough financial planning.
Founder, VISTA Wealth Strategies LLCJudy 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.
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 ServicesKhrista 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.