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
Managing Partner and Co-founder of Hughes Financial Services, LLC
Chair of the Financial Planning and Wealth Management Advisory BoardScott is a Managing Partner and co-founder of Hughes Financial Services, LLC.
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.
Principal & Wealth Advisor, Birks Financial Corp.
J. D. Birks is an owner and wealth management advisor at Birks Financial Corp. where he and his father help clients create a retirement income plan and manage investments, while minimizing taxes along the way.
Wealth Advisor, Focus Partners Wealth
Ashley Reichert is a Wealth Advisor at Focus Partners Wealth. She holds a bachelor’s degree in finance and in marketing from George Mason University and the CERTIFIED FINANCIAL PLANNER™ professional designation.
Wealth Advisor, Focus Partners Wealth
Cory Brooks is a Wealth Advisor at Focus Partners 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.
Certified Financial Planner, Buster Capital
Zach is a Certified Financial Planner at Buster Capital, a full-service financial advisory firm, where he works to help his client's financial security and prosperity. He is also a member of the Financial Planning and Wealth Management advisory board at George Mason University.
Financial Advisor, Armstrong, Fleming, & Moore, Inc.
Nicolette Davicino is a Financial Advisor 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.
Founding Member and Financial Planner, ReFrame Wealth
Jessie Doll is a founding member and a Financial Planner at ReFrame Wealth. She believes that financial planning is where math and statistics come to life, and that together they hold the keys to unlocking a life well-lived.
Board Director, Private Asset Manager
Glenn Eckert is a seasoned financial services executive and corporate credit ratings expert with over twenty-five years of leadership experience at Moody’s Investors Service, where he advised global investors, corporate issuers, and market participants on credit risk, capital markets, and corporate performance.
Financial Planner, Hughes Financial Services, LLC
Kristina is a Financial Planner at Hughes Financial Services, LLC, where she focuses on comprehensive financial planning.
Senior Financial Advisor and Vice President, Merrill
Robert Howe is a Senior Financial Advisor and Vice President at Merrill.
Past Chairs
Adjunct Faculty, Finance and Accounting
Chair Emeritus, Financial Planning and Wealth Management Advisory BoardJason 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.
Senior Partner, Signature Estate & Investment Advisors, LLC®
Past Chair, Financial Planning and Wealth Management Advisory Board
David is a CERTIFIED FINANCIAL PLANNER™ practitioner with more than 30 years’ experience in investment management, financial and estate planning with a focus on advising corporate executives, business owners, multigenerational families and trustees.
Partner, VLP Financial Advisors
Past Chair, Financial Planning and Wealth Management Advisory BoardDaniel Lash, CFP®, AIF®, is a partner at VLP Financial Advisors and has been active in the profession for 27 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.
Friends of the Board
CEO & 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.
Founder, VISTA Wealth Strategies LLC
Judy L. Redpath specializes in working with entrepreneurs, small business owners, executives and professionals and their families across the United States, overseeing their family finances, focusing on the accumulation, distribution, preservation and strategic transfer of wealth.