About

Research Interests

Financial advice seeking

Financial information search

Financial education & financial literacy

Consumer well-being

Financial socialization 

Behavioral finance

Current Research Projects

Financial socialization, behavior, and well-being at different life stages

Financial education and behavioral finance

The mechanism of financial well-being

Cognitive abilities, psychological characteristics, and financial management practices

Financial worries, stress, hardship and health outcomes

Teaching Experiences

Advanced Wealth Management

Seminar in Financial Education & Financial Literacy

Investment Management

Estate and Gift Planning

Theories in Investment Management

Personal Financial Planning Capstone

Computer Applications in Financial Planning

Family Resource Management

Student Advising

Doctoral student committee member

Master student chair and committee member

Edward Jones Portfolio Challenge Competition faculty mentor and advisor

Program for Undergraduate Research Experiences (P.U.R.E.) faculty advisor

Professional Service

Board of Director 

American Council on Consumer Interests (Current)

Academy of Financial Services (2020-2022)

Chair

ACCI Conference Planning Committee (2021-2022)

Student/Young Professional Scholarship Award Committee (2020-2022)

Editorial Service

Editorial Board

Journal of Financial Counseling and Planning

Journal of Personal Finance

Peer Reviewer 

Refereed Academic Journals

Academic Conferences

Grant Proposals

Campus Service

Committee Member

Faculty Reviewers

Faculty Mentor for undergrad, grad & doctoral students

VITA Program Volunteer