About Us
Our mission is to promote and support the Texas A&M Financial Planning Program by striving to assist the students in their academic and professional pursuits, and the faculty in their delivery of best-in-class curriculum based on current industry trends.
Aggie Planner Goals
Build an Engaged Alumni Network
To build an engaged alumni network that embodies the high ethical standards of personal and professional integrity and accountability that meet or exceed the principles set forth by the CFP Board of Standards and Core Values of Texas A&M University.
Be Innovative Industry Leaders
To communicate with the TAMU Financial Planning faculty regarding industry trends and developments that help solidify and maintain the program's position as a dynamic, innovative industry leader.
Mentorship & Leadership Development
To mentor and nurture Texas A&M Financial Planning students in their pursuit of academic, personal, and professional excellence; leadership development; and interaction with alumni.
Recognizing Excellence
To facilitate the recognition of outstanding students, faculty, and alumni.
Board Members
The Board exists to serve Aggie Planners, which are defined as the former students of the Texas A&M Financial Planning “TAMU FP” program who completed a major, minor or certificate in Financial Planning; those that took at least one class in the Texas A&M Financial Planning program; or those that attended Texas A&M University and now work in the field of financial planning.
Mitchell Byrum, CFP®
Executive Committee
Class of 2017
S. Harris Financial Group - San Antonio, TX
Taylor Thorne, CFP®
Executive Committee
Class of 2015
Frost Bank - Austin, TX
Skyler Denny, CFP®
Member Engagement
Class of 2015
Legacy Financial Designs - Houston, TX
Paul Schuder, CFP®
Fundraising & Sponsorship
Class of 2018
Rogers, AR
Greg Lanier, CFP®, RLP®
Executive Committee
Class of 2016
Focus Partners Wealth - Fort Worth, TX
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Amber Picard, CFP®
Special Events
Class of 2020
Astoria Strategic Wealth
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Victoria Martinez, CFP®
Secretary
Class of 2019
Kin Wealth - San Antonio, TX
" The importance of financial planning lies within the opportunity to make people's lives better. Aggie Planners lessen the burden in hard times, and multiply the joy in times of prosperity. Families are able to be more present in their lives and in their relationships because Aggie Planners work to resolve financial uncertainty and anxiety. "
Emma Cramm, CFP®, CFA
Former Aggie Planner Board Member
