Personal Financial Planning Track Students

The Personal Financial Planning Track in Finance is a complete undergraduate education in personal finance culminating in a BBA in Finance and a certificate in Personal Financial Planning offered by the C. T. Bauer College of Business. This track provides students with structured options leading to careers in the financial services industry, both on the sales and service side, as well as financial analysis.

Students who complete the track will have met the CFP Board of Standards Education Requirement for CFP® Certification.

Seeking Full-Time

Ariadna Machuca-Luqueno

Graduation Date: May 2021
Activity: Director of Membership Development for Bauer Ambassadors
Experience: Field Sales Intern at Liberty Mutual Insurance
Location Preference: Texas
Contact: ariadna.m2442@gmail.com or (281) 515-8049

         

Bethanie Baker

Graduation Date: May 2021
Activity: Candidate of Beta Alpha Psi
Experience: Wealth Management Intern at Willis Johnson & Associates
Location Preference: Greater Houston or United States
Contact: bethanie.baker9@gmail.com or (832)-414-5262

         

Cem Baber

Graduation Date: December 2021
Activity: Director of External Relations of the Bauer Honors Student Advisory Board
Experience: Financial Representative Intern at Northwestern Mutual
Location Preference: Greater Houston
Contact: cembaber@gmail.com or (832) 776-4082

         

Cody Steverson

Graduation Date: May 2021
Activity: Student Sales Professional at the Stephen Stagner Sales Excellence Institute
Experience: Investment Center Intern at Fidelity Investments
Location Preference: Greater Houston
Contact: cody.steverson96@gmail.com or (281) 836-1095

         

Diojani Valle Siu

Graduation Date: May 2021
Activity: Member of the Pre-Law Society
Experience: Payroll Clerk at Baker Equipment & Materials
Location Preference: Greater Houston
Contact: diojanivalle@gmail.com or (832) 414-0817

         

Eric Soto Fernandez

Graduation Date: May 2021
Activity: Member of the Collegiate Entrepreneurs’ Organization
Experience: Wealth Management Intern at Willis Johnson & Associates
Location Preference: Greater Houston
Contact: eric.soto1117@gmail.com or (832) 903-8632

         

Karli Ripkowski

Graduation Date: May 2021
Activity: President of the Bauer Global Brigades
Experience: Accounting Intern at Spark Energy
Location Preference: Greater Houston
Contact: kmripkowski@gmail.com or (936) 641-3106

         

Krislyn Kayworth

Graduation Date: May 2021
Activity: Member of the Finance Association
Experience: Financial Advisor Intern at MassMutual Greater Houston
Location Preference: Greater Houston
Contact: krislyngiggles@gmail.com or (808) 223-9708

         

Luke Vrijland

Graduation Date: December 2021
Activity: Former Recruitment Chair of Sigma Phi Epsilon
Experience: Accounting & Legal Intern at Fidelis Realty Partners
Location Preference: Greater Houston
Contact: lukevrijland@gmail.com or (832) 453-1767

         

Nga Phan

Graduation Date: August 2022
Activity: Participant of the Leadership Development Program at the Wolff Center for Entrepreneurship
Experience: Licensed Agent at New York Life Insurance Company
Location Preference: Greater Houston
Contact: nhphan5@uh.edu or (713) 904-0609

         

Ryan Eshelman

Graduation Date: May 2021
Activity: Member of the Finance Association
Experience: Financial Planning Intern at North Star Consultants of Texas
Location Preference: Greater Houston
Contact: raeshelman@uh.edu or (713) 304-7674

         

Tereza Alvarado

Graduation Date: May 2021
Activity: Key Account Manager at the Stephen Sales Excellence Institute
Experience: Sales Professional at Jared the Galleria of Jewelry
Location Preference: Greater Houston
Contact: alvaradotereza@gmail.com

         

Seeking Internship

Ashley Pena

Graduation Date: May 2022
Activity: Parent and Alumni Relations Chair for Zeta Tau Alpha
Experience: Teller Service Representative at Texas Bay Credit Union
Location Preference: Greater Houston
Contact: penaashley12@gmail.com or (832) 419-5102

         

Bryan Phillips

Graduation Date: May 2022
Activity: President of Kappa Sigma Fraternity at the University of Houston
Experience: Client Associate at Merrill Lynch Wealth Management
Location Preference: Greater Houston
Contact: bryan.p0216@gmail.com or (713) 366-9084

         

Campbell Robinson

Graduation Date: May 2022
Activity: Member of the University of Houston Collegiate 100 Chapter
Experience: Peer Assistant at the University of Houston Office of the Provost, Exploratory Studies
Location Preference: Greater Houston
Contact: campbell.robinson17@gmail.com or (337) 936-0466

         

Cindy Huynh

Graduation Date: May 2023
Activity: Member of the Finance Association
Experience: Financial Advisor Assistant at AIG
Location Preference: Greater Houston
Contact: cngochuynh@gmail.com or (832) 339-9850

         

Colin Douville

Graduation Date: December 2021
Activity: Student Leader at the Wolff Center for Entrepreneurship
Experience: Life Insurance Sales Associate and Marketing Director at World Financial Group
Location Preference: Texas
Contact: colindouville@gmail.com or (240) 375-4696

         

Daniel Sanchez

Graduation Date: December 2021
Activity: Member of the Hispanic Business Student Association
Experience: Certified Nursing Assistant at Oakbend Medical Center
Location Preference: Texas
Contact: sanchez.daniel9715@gmail.com or (832) 609-0550

         

Dustin Nguyen

Graduation Date: May 2021
Activity: Member of the Finance Association and the Asian Business Student Association
Experience: Bartender and Server at Studio Movie Grill
Location Preference: Greater Houston
Contact: dvstin14@gmail.com or (281) 827-2123

         

Elizabeth Perez

Graduation Date: May 2021
Activity: Member of the Finance Association
Experience: Sales Associate at Dillard’s Inc.
Location Preference: Greater Houston
Contact: elizabethgperez84@gmail.com or (832) 815-2729

         

George McDonald

Graduation Date: December 2021
Activity: Member of the Finance Association and Delta Sigma Pi
Experience: Small Business Owner at E’s Pressure Washing
Location Preference: Texas
Contact: ethanmcdonald4@gmail.com or (713) 338-1522

         

Jennifer Jimenez

Graduation Date: May 2021
Activity: Member of the Finance Association
Experience: Financial Advisor Intern at MassMutual
Location Preference: Greater Houston
Contact: jennifer.jim2020@gmail.com or (281) 813-2088

         

Jonathan Murry

Graduation Date: May 2022
Activity: Member of the Hispanic Business Student Association
Experience: Residential Advisor at Cougar Place
Location Preference: United States
Contact: jonathanmurry13@gmail.com or (214) 400-8700

         

Jordyn Looney

Graduation Date: December 2021
Activity: Participant of the Ted Bauer Leadership Certificate Program
Experience: Residential Advisor at the University of Houston
Location Preference: Texas
Contact: jordynm.looney@gmail.com or (214)-683-2553

         

Juan Sebastian Casas

Graduation Date: May 2022
Activity: Ted Bauer Undergraduate Business Scholar
Experience: Insurance Agent and Office Manager at NG Tax & Insurance Services, LLC
Location Preference: Greater Houston
Contact: sebastianc_rm@yahoo.com or (713) 820-0524

         

Karl Stuart Kabore

Graduation Date: December 2021
Activity: Member of the Financial Planning Association
Experience: Assistant Bank Clerk at Coris Bank
Location Preference: Texas
Contact: karlkabore@yahoo.com or (832) 836-8911

         

Keaton Dockery-Yanker

Graduation Date: May 2022
Activity: Vice President of Alpha Sigma Phi
Experience: Server at Tiny’s No. 5
Location Preference: Texas
Contact: kvdockery-yanker@uh.edu or (832) 878-5634

         

Lorena Zelaya

Graduation Date: May 2022
Activity: Vice President of the Bauer Student Union
Experience: Residential Advisor at the University of Houston
Location Preference: Texas
Contact: zelayalore0304@gmail.com or (832) 903-4211

         

Matthew Legg

Graduation Date: December 2021
Activity: Volunteer at Boys & Girls Harbor
Experience: Sales Associate at Pet Supermarket
Location Preference: Greater Houston
Contact: mlegg54@yahoo.com or (713) 819-7213

         

Robert Haverly

Graduation Date: May 2022
Activity: Vice President of Finance of Alpha Sigma Phi
Experience: International Tax Intern at RSM US LLP
Location Preference: Greater Houston
Contact: robertjhaverly@gmail.com or (346) 280-7854

         

Ryan Hamilton

Graduation Date: December 2021
Activity: Ambassador of the Urban Experience Program
Experience: Residential Advisor at Moody Towers North
Location Preference: Texas
Contact: ryan.hamilton14@icloud.com or (214) 493-2213

         

Tanyakarn Tancharoen

Graduation Date: May 2021
Activity: Technology Entrepreneur Project with NASA
Experience: Assistant Manager at Sabai Thai Cafe
Location Preference: Greater Houston
Contact: tanya.tanyakarn@gmail.com or (646) 226-8274

         

Tina Yang

Graduation Date: May 2021
Activity: Treasurer and Senior Advisor of the Vietnamese Students Association
Experience: Employee at Golden Café
Location Preference: Greater Houston
Contact: tyang0359@gmail.com or (832) 495-1971

         

Trent Boyance

Graduation Date: May 2021
Activity: Chaplain of the Pi Kappa Phi Fraternity
Experience: Curbside Specialist at H-E-B
Location Preference: Greater Houston
Contact: taboyance@uh.edu or (281) 796-3187

         

Yaaresi Leon

Graduation Date: December 2021
Activity: Member of the Bauer Women Society
Experience: Shift Supervisor at CVS Pharmacy
Location Preference: Greater Houston
Contact: yleon@uh.edu or (281) 730-6021

         

Yumna Siddiqui

Graduation Date: May 2022
Activity: Fundraising and Technology Committee Member of the MIS Student Organization
Experience: Leadership Development Intern at RippleMatch
Location Preference: United States
Contact: yumnasiddiqui99@gmail.com or (832) 459-8433