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Certified Financial Planners

Financial Planners can meet with students at no cost to discuss personal financial needs regarding post-graduation financial planning, budgeting, cash management, retirement, taxes, insurance and other financial issues.

KUMC has a great opportunity to provide the services of Certified Financial Planners for current KUMC Students. The Financial Planners are available to meet with students for a consultation at NO COST to discuss personal financial needs. They will be able to provide a confidential virtual
consultation in regard to questions related to:

  • Post-graduation financial planning
  • Budgeting
  • Cash management
  • Retirement
  • Taxes
  • Insurance
  • and any other financial related issues

Please note the CFPs are NOT experts in the nuances of student loan repayment plans. Therefore, we suggest student complete the following steps to find the repayment options:

  1. Utilize the Student Loan Simulator.
  2. Under the heading “I want to find the best repayment strategy” click Login and Start.
  • If you borrowed a Perkins loan from KU – Lawrence or KU Med
  • If you borrowed a KU Endowment Association Loan
  • If you have private loans form a private lender or school
    • Make sure to check out the lender’s website
    • If you do not know who your borrowed from, you can go to and pull your free credit. The report will list all your federal and private loans, as well as credit cards that you have opened in the past.
If you are aware and know your repayment amounts, the CFPs can tell you how those loan payments will fit within your other financial goals. 

Schedule an Appointment

March 28 – April 1 and April 25 – 29

Students who wish to meet with a Certified Financial Planner can use the list below to schedule an appointment. 

List of Certified Financial Planners

Students are responsible for contacting the CFP and scheduling their own appointment.

Jason Cole
AIG Retirement Services
(913) 402-5000

Availability: March 28 - April 1, 1-3pm

Jamie Bosse
Aspyre Wealth Partners
(913) 345-1881

Availability: March 28 - April 1, 9am-4pm

Amanda Campbell
Modern Horizons Wealth Advisors
(816) 548-4155

Availability: March 28 - April 1, 9am-4pm and April 25-26, 9am-4pm

Adam Eilert
Converse Team Financial Services
(316) 315-0617

Availability: March 28 - April 1, 9am-5pm and April 25-29, 9am-5pm

David Jackson
Modern Horizons Wealth Advisors

Availability: March 28 - April 1, 9am-4pm and April 25-29 1, 9am-4pm

Nolan Keim
Mariner Wealth Advisors
(913) 647-9700

Please contact for available times

You are under no obligation to use this opportunity or to use the services of any of the firms or individuals listed. KU Medical Center is not affiliated with any of the firms or individuals listed and does not guarantee or warrant the information or services provided by them. KU Medical Center has received no compensation in exchange for making this information available.

Student Financial Aid

University of Kansas Medical Center
Student Financial Aid Office
Mailstop 4005
3901 Rainbow Boulevard
Kansas City, Kan. 66160

Location: G035 Dykes Library
: 913-588-5170
Fax: 913-588-8841