Advanced Wealth Management I
Introduction to Personal Finance
|Degree||Field of Study||Institution||Graduation|
|Ph.D.||Personal Financial Planning||Kansas State University||2016|
|M.B.A.||Finance||Oklahoma State University||1983|
|B.S.||Accounting||Oklahoma State University||1977|
My research focuses on the impact of Behavioral Finance on decision making processes in the area of Personal Financial Planning.
My current research includes two areas: (a) the association of personality on personal financial decision making, and (b) the association of financial risk tolerance on personal finanical decision making.
I am currently a Part-Time Instructor in the Department of Financial Planning, Housing, and Consumer Economics.
I serve as a reviewer to The Journal of Family and Economic Issues, and The Journal of Finanical Therapy.
I am a member of The Financial Planning Association, The Academy of Financial Services, and The Financial Therapy Association.
|Organization / Department||Title||Years of Service|
|University of Central Oklahoma||Adjunct Professor of Finance||1986 to Present|
|Kansas State University||Graduate Instructor Personal Financial Planning||2017|
|University of Phoenix||Instructor of Finance and Accounting||2001 to 2006|
|Oklahoma State University||Adjunct Instructor of Finance||1982 to 1983|
|Various previous industry positions in Financial Management||Chief Financial Officer, Regional Controller, and Manager of Finance and Accounting||26 years|
Cupples, S., Rasure, E., Grable, J.E. (2013). Educational achievement as a mediator between gender and financial risk tolerance: An exploratory study.
Grable, J.E., Cupples, S., Fernatt, F., & Anderson, N. (2012). Evaluating the Link Between Perceived Income Adequacy and Financial Satisfaction: A Resources Deficit Hypothesis Approach.
Britt, S., Grable, J., Cumbie, J., Cupples, S., Henegar, J., Schindler, K., Archuleta, K. (2011). Student financial counseling: An analysis of a clinical and non-clinical sample.
The association of personality on personal finanical decision making.
The association of financial risk tolerance on personal financial decision making.