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

Bethanie Baker

Graduation Date: May 2021
Activity: Candidate for 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 for 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

         

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

         

Joseph Willey

Graduation Date: December 2020
Activity: Director of Finance for Enactus
Experience: Member Services at Eagle Pointe Recreation Complex
Location Preference: Texas
Contact: josephwilley4@gmail.com or (832) 339-3631

         

Joshua Lewis

Graduation Date: December 2020
Activity: Treasurer of Sigma Alpha Epsilon
Experience: Financial Planning Intern at Pennington Wealth Management
Location Preference: Texas
Contact: jblewis4@uh.edu or (832) 392-1386

         

Karli Ripkowski

Graduation Date: May 2021
Activity: President of 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

         

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

         

Taylor Williams

Graduation Date: December 2020
Activity: Ted Bauer Undergraduate Business Scholar
Experience: Wealth Management Intern at Mosaic Advisors
Location Preference: Texas
Contact: taylor01ws6@gmail.com or (832) 946-9486

         

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

         

Colin Douville

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

         

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

         

George McDonald

Graduation Date: December 2021
Activity: Member of the Finance Association and Delta Sigma Pi
Experience: Small Business Owner of 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

         

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

         

Lorena Zelaya

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

         

Ryan Hamilton

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

         

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: H-E-B Curbside Specialist
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