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
Senior Partner, Signature Estate & Investment Advisors, LLC®
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.
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.
Founding Member and Senior Advisor, ReFrame Wealth
Jessie Doll is a founding member and a senior advisor 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.
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.
Vice President, Senior Financial Advisor, Merrill Lynch, Pierce, Fenner, & Smith Inc.
Howe is a Vice President and Senior Financial Advisor at Merrill Lynch, Pierce, Fenner, & Smith Inc.
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.
Partner, Veritas Financial, LLC
Brock Jolly is a Financial Advisor with Veritas Financial, LLC, and the founder of The College Funding Coach®.
Director, Tax Services & Automation Operations, Cresset
Ali Kahil is the director of tax services & automation operations at Cresset.
Partner, VLP Financial Advisors
Past Chair of the Financial Planning and Wealth Management Advisory BoardDaniel 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.
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
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.
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.
Financial Advisor, Buster Capital
Zach is a financial advisor at Buster Capitol, 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.
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.
Staff Financial Advisor & Data Security Coordinator, Summit Financial Strategies, Inc.
Nicholas holds dual degrees in Finance and Financial Planning & Wealth Management from the Costello College of Business at George Mason University. During his time at George Mason, Nicholas served as the President of the Financial Planning Association chapter, contributed research to the Finance Program’s Endowment Fund, and conducted research on AI & Finance, which was published in the CFA Institute’s Enterprising Investor Blog. Nicholas earned his CERTIFIED FINANCIAL PLANNER® certification in 2024.
Financial Advisor, Cassaday & Company, Inc.
Riley Saunders, CFP®, is a Financial Advisor at Cassaday & Company, Inc. in Tyson's Corner, VA. Riley also volunteers for the Financial Planning Association (FPA) of the National Capital Area and FPA NexGen at the national level.
Friends of the Board
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.
Adjunct Faculty, Finance and Accounting
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.
Chairman, CJM Wealth Advisers, Ltd.
Brian Jones is Chairman of CJM Wealth Advisers, Ltd., a fee only investment advisory firm located in Fairfax, VA.
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.
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.
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.