A comprehensive financial planner uses an integrated approach toward all aspects of a financial situation. This may include insurance and risk management, investment planning, tax planning, retirement planning, employee benefits, and estate planning.
A competent, comprehensive financial planner is a well-rounded individual who is interested in people and values service above self. Though content is integral, one’s commitment to ethics and awareness of behavioral finance, consumer psychology, family dynamics, customer service, and business development is important.
This minor includes no prerequisites and is open to students of all majors and interests.
Loras College is home to a Financial Planning Association Student Chapter. This organization is more than a campus club. The FPA provides real-world, career guidance and connections to assist our students in beginning their journey into the profession of financial planning.
The FPA is the home for the next generation of CFP® professionals. By providing diverse education, relationship-building, information-sharing, and volunteer opportunities that create positive social change, FPA is the definitive resource for students to gain knowledge and establish relationships.
FPA Resources
Resources include; however, not limited to:
FPA Job Board
Showcase skills to prospective employers. Search by career stage including internships and entry-level positions.
FPA Activate
A free online Facebook community to help immediately connect and start building a professional network.
Financial Planning Podcast
You’re a Financial Planner, Now What? gain valuable insights on everything to know to be an effective financial planner and business owner. fpaactivate.org
FPA MentorMatch
Connect with expert financial planners to get tips on advancing a career in financial planning.
FPA Connect Student Community
Connect with FPA student members from across the country to get tips and advice on taking the exam, starting a study group, and career advice.
Financial Planning Journal
The Journal of Financial Planning is FPA’s award-winning publication will help students stay current with the best thinking from experts in the profession.
Pro Bono
Volunteer to help those in need of financial planning assistance. Volunteer duties must be performed within CFP Board’s experience standards to meet the CFP Board experience requirement. View our video and visit foundationforfinancialplanning.org.
Taking the CFP® Examination
We are a CFP® registered program. Loras financial planning and wealth management minor graduates will be eligible to sit for the CFP® examination.
We are blessed and thankful for this group of professionals who keep our team engaged in the real-world, thus ensuring our students graduate ready to step into the workforce and contribute to the financial planning profession. In addition to the content within the 72 Principal Topics as required from the CFP Board, we ask our students to understand how that content fits into a career based on service and relationships. Duhawks present and future will benefit from this esteemed group of selfless individuals.
Brian J Kallback (’02) M.A. M.S. CFP® CLU® QPA CTFA
Program Director, Financial Planning & Wealth Management
Assistant Professor of Finance
563.588.7626 | Brian.Kallback@loras.edu
Joseph C. Bernardi, CFP®, IAR
Private Wealth Advisor
Bernardi Group LLC
Dubuque, IA
Mark Burns
Director of Secondary Education
Dubuque Community School District
Dubuque, IA
Eric Hilbun, CFP®
Financial Advisor
DuTrac Community Credit Union
Dubuque, IA
Christine Korte, MBA, CFP ®, CLTC ®, APMA ® (’76)
Private Wealth Advisor
Quest Wealth Management
West Des Moines, IA
Amy Manternach
Vice President Finance and Philanthropy
Community Foundation of Greater Dubuque
Dubuque, IA
Scott G Leibfried, APMA®, ChFC®
Private Wealth Advisor, President
StackStone Wealth
A private wealth advisory practice of Ameriprise Financial Services, Inc.
Michael Montag, CPA, PFS, CFP® (’96)
Director
RSM US Wealth Management LLC
Dubuque, IA
Samantha Pietruszynski (’18)
Associate Financial Planner
HighTower Great Lakes
Valparaiso, IN
Kim Snook, CFP® CRPC
Brokerage Services Manager – Retired
American Trust & Savings Bank
Dubuque, IA
Katie Thomas, CPA,CFP ®,CGMA (’06) Partner
Honkamp Krueger
Dubuque, IA
Lisa Bowers, PHR, SHRM-CP
Senior Vice President, Human Resources & Training
Dupaco Community Credit Union
Dubuque, IA
Brad Lewis, CPA, CFP®, CMFC
Senior Portfolio Manager
Steele Capital Management
Dubuque, IA
Jamie McDonald, CFP® (’01)
Financial Advisor
Core Investments Group, Inc.
Dubuque, IA
Michael J. Musich, AWMA, AAMS (’86)
Private Asset Advisory Group LLC
West Des Moines, IA
Kayla Price, MBA, QKA
Retirement Plan Consultant
Prudential Financial
Dubuque, IA
Tom Stricker, CFP®
Financial Advisor / Managing Partner
Bridgewater Advisors
A financial advisory practice of Ameriprise Financial Services, Inc.
John Upstrom
Professor Emeritus – Finance
Loras College
Dubuque, IA
Eric Foy
VP, Business Development Manager
Heartland Retirement Plan Services
Iowa Corridor Advisory Council
We are blessed and thankful for this growing team of professionals across the Iowa Corridor who help keep our team engaged in the real-world, thus ensuring our students graduate ready to step into the workforce and contribute to the financial planning profession. In addition to the content within the 72 Principal Topics as required by the CFP Board, we ask our students to understand how that content fits into a career based on service and relationships. Duhawks present and future will benefit from this esteemed group of selfless individuals.
Brian J Kallback (’02) M.A. M.S. CFP® CLU® QPA CTFA AWMA®
Program Director, Financial Planning & Wealth Management
Assistant Professor of Finance
563.588.7626 | Brian.Kallback@loras.edu
I love the opportunity to look at the quantitative and qualitative aspects of wealth management. To be able to build long-lasting relationships rooted in the fulfillment of clients’ ultimate financial goals will be exciting.”
