Certified Financial Planners
Financial Planners can meet with students at no cost to discuss personal financial needs regarding post-graduation financial planning, budgeting, cash management, retirement, taxes, insurance and other financial issues.
KUMC has a great opportunity to provide the services of Certified Financial Planners for current KUMC Students. The Financial Planners are available to meet with students for a consultation at NO COST to discuss personal financial needs. They will be able to provide a confidential virtual
consultation in regard to questions related to:
- Post-graduation financial planning
- Budgeting
- Cash management
- Retirement
- Taxes
- Insurance
- and any other financial related issues
Please note the CFPs are NOT experts in the nuances of student loan repayment plans. Therefore, we suggest student complete the following steps to find the repayment options:
- Utilize the Student Loan Simulator.
- Under the heading “I want to find the best repayment strategy” click Login and Start.
- If you borrowed a Perkins loan from KU – Lawrence or KU Med
- Your Perkins Loans History from KU Med is found at https://heartland.ecsi.net/ and our school code is “2P”
- If you borrowed a KU Endowment Association Loan
- Your loan history is found at https://heartland.ecsi.net/ and the school code is “L6”
- If you have private loans form a private lender or school
- Make sure to check out the lender’s website
- If you do not know who your borrowed from, you can go to https://www.annualcreditreport.com/index.action and pull your free credit. The report will list all your federal and private loans, as well as credit cards that you have opened in the past.
Schedule an Appointment
March 28 – April 1 and April 25 – 29
Students who wish to meet with a Certified Financial Planner can use the list below to schedule an appointment.
List of Certified Financial Planners
Students are responsible for contacting the CFP and scheduling their own appointment.
Jason Cole
AIG Retirement Services
(913) 402-5000
jason.cole@aig.com
Availability: March 28 - April 1, 1-3pm
Jamie Bosse
Aspyre Wealth Partners
(913) 345-1881
jbosse@aspyrewealth.com
Availability: March 28 - April 1, 9am-4pm
Amanda Campbell
Modern Horizons Wealth Advisors
(816) 548-4155
acampbell@mhwealthkc.com
Availability: March 28 - April 1, 9am-4pm and April 25-26, 9am-4pm
Adam Eilert
Converse Team Financial Services
(316) 315-0617
adam.eilert@keatinginc.com
Availability: March 28 - April 1, 9am-5pm and April 25-29, 9am-5pm
David Jackson
Modern Horizons Wealth Advisors
djjackson@mhwealthkc.com
Availability: March 28 - April 1, 9am-4pm and April 25-29 1, 9am-4pm
Nolan Keim
Mariner Wealth Advisors
(913) 647-9700
nolan.keim@marinerwealthadvisors.com
Please contact for available times
You are under no obligation to use this opportunity or to use the services of any of the firms or individuals listed. KU Medical Center is not affiliated with any of the firms or individuals listed and does not guarantee or warrant the information or services provided by them. KU Medical Center has received no compensation in exchange for making this information available.