Personal Finance Advisory Board

Members of the Personal Finance Advisory Board (PFAB) provide advice, counsel, and support to the UW-Madison School of Human Ecology Personal Finance degree program, its leadership, and its students. Representing the diversity in functional areas within the financial services industry, members are leaders in their field. They have been selected to serve because of their commitment to raising the bar for the industry, preparing the next generation of leaders, and raising the profile of the Personal Finance program.

The Personal Finance Advisory Board has both individual and corporate membership. The board convenes twice per year in Madison, and each member serves a two-year, renewable term.

For more information, contact:

Linda Lepe, Director Consumer Finance and Financial Planning program,
Claire Mezick, Director of Development,

Corporate Board Members

Ameriprise LogoAssociated bank logo
Clifton Larson Allen

UW Credit Union

Wipfli Financial

Individual Board Members

Nate Kublank* CFP®, CPWA®, AEP®, Aspiriant

Kevin Mohr*, CFP®, CRPC, Lincoln Financial Advisors – The Capital Group

Joe Pitzl*, CFP®, Pitzl Financial

Marian Quade*, CFA, Madison Investments

Tim Sugar, Neider & Boucher

Ric Mathias, Summit Credit Union

(* indicates individual donors)