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Expert Qualifications

This expert is an associate professor in the Personal Financial Planning Department at a prominent Midwestern university. Completing her undergraduate studies in International Relations in China, she received her doctoral degree in Family Resource Management from The Ohio State University. Her research interests focus on helping individuals make informed financial decisions, specifically, decisions related to their portfolio management, financial risk-taking, as well as intertemporal consumption, savings and debt management. She received the best paper award from the CFP Board, AARP, and American Association of Family & Consumer Sciences. She serves as an associate editor for the Family and Consumer Sciences Research Journal and as a member on the editorial board of the Journal of Financial Counseling and Planning, the Journal of Personal Finance and the Journal of Asian Families and as a reviewer for a number of academic journals and conferences. She is frequently invited to speak at national academic and corporate conferences. She regularly works with the China Center for Financial Research at a university in Beijing and played a pivotal role in the design and execution of their first national survey of Chinese Consumer Finance and Investor Education.

Bio Snapshot

  • Location: MO
  • LLB, International Relations, Qingdao University
  • PhD, Family Resource Management, The Ohio State University
  • Certified, Financial Planner (CFP)
  • Board of Directors Member, American Association of Family and Consumer Sciences
  • Member, Asian Consumer and Family Economics Association
  • Associate Editor - Family and Consumer Sciences Research Journal
  • Member, Editorial Board - Journal of Financial Counseling and Planning
  • Member, Editorial Board - Journal of Personal Finance
  • Member, Editorial Board - Journal of Asian Families
  • Published, 52 scholarly refereed publications
  • Former, Assistant Professor, South Dakota State University
  • Former, Assistant Professor, Univeristy of Missouri
  • Current, Reseacher - Chinese Consumer Finance and Investor Education, Chinese University
  • Current, Associate Professor of Personal Finance and Director of Graduate Studies, a Major Midwestern University

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Expert Tags

This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, ...

This expert has over 10 years of experience in risk management and regulatory compliance in the financial services industry, with a focus on identifying compliance issues and implementing solutions to mitigate risk. In his work with ...

Certified Financial Planner Expert

Certified Financial Planner Expert

State: GA

This highly qualified expert has over 20 years of experience in financial planning and advising. He received his BS from Virginia Tech. Currently, this expert is a certified financial planner and an accredited investment fiduciary. ...

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