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Minnesota State University, Mankato

Minnesota State University, Mankato
Continuing & Professional Education

About the Faculty

Page address: http://www.mnsu.edu/continuinged/cfp/program/faculty/about.html/

Leon Chen, Ph.D.

Job Title: Assistant Professor of Finance,
Director of Financial Planning Certificate Program,
Minnesota State University, Mankato

Area(s) of Expertise (courses taught):

  • Personal Finance Planning
  • Insurance and Risk Management
  • Personal Insurance

Earned Degrees:

  • University of Georgia, Ph.D. in Risk Management & Insurance
  • University of Notre Dame, MBA in Finance
  • Baylor University, MS in Information Systems
  • Shanghai Jiaotong University, B.E. in International Finance

Professional Organizations:

  • Financial Planning Association of Minnesota
  • American Risk and Insurance Association
  • Southern Risk and Insurance Association

Personal Statement:

Leon is passionate about teaching and research in the field of financial planning, insurance, and risk management. He spoke at both financial planning and insurance national conferences. He aims to maintain and constantly seek improvement in Minnesota State University Mankato's top-notch Financial Planning Certificate Program (FPCP). In his leisure time, Leon enjoys table tennis and reading.

  

Charles Buck, CFP®

Job Title: Financial Planner, Buck Financial Advisors, LLC

Area(s) of Expertise (courses taught):

  • Retirement Planning
  • Fundamentals of Financial Planning
  • Insurance Planning

Earned Degrees:

  • Iowa State University, B.S. - Engineering
  • Minnesota State Mankato; Certificate of Financial Planning

Certifications:

  • Certified Financial Planner™

Professional Organizations:

  • Financial Planning Association of Minnesota
  • National Association of Personal Financial Advisors

Other Accomplishments:

Highlighted in April 2006 Business Week. Quoted in the Minneapolis Star Tribune and Financial Advisor Magazine. Interviewed by the Wall Street Journal and Smart Money.

Personal Statement:

Personal Finance contributes to ones mental, spiritual, and physical well being; my goal is to help the people I come in contact with to determine their financial future. I live in Woodbury with my wife and son, enjoy a dialy trip to Lifetime Fitness and travelling to warm places in January.

 

John Comer, CFP®

Job Title: Principal, Comer Consulting, LLC

Area(s) of Expertise (courses taught):

  • Investment Planning
  • Retirement Planning

Earned Degrees:

  • University of Wisconsin-Stevens Point; B.S. History

Certifications:

  • Certified Financial Planner™

Professional Organizations:

  • Financial Planning Association of Minnesota, Committee Member
  • Minnesota Jump$tart Coalition for Personal Financial Literacy, Board of Directors
  • Council of Independent Professional Consultants, President
  • Society of Financial Services Professionals, Committee Member
  • National Association of Insurance and Financial Advisors

Other Accomplishments:

John has published articles in Investment News, Wealth Manager, FPA Solutions magazine and on the Financial Advisor magazine web portal “Practice Lifecycle.” He has spoken at FPA national conferences, for local FPA groups and for broker dealer groups. Prior to his current business, John started a deposit company that grew to $3.5 billion in four years.

Personal Statement:

John enjoys running, reading and following his sons’ activities. He is passionate about enhancing the financial literacy of Americans.

 

Daniel Hiebert, CFP®

Job Title: Advisor Development/Training Consultant, Ameriprise Financial

Area(s) of Expertise (courses taught):

  • Retirement Planning
  • Financial Development Case Studies - Capstone Course

Area(s) of Expertise (Practice Areas):

  • Retirement Planning
  • Financial Planning and Insurance

Earned Degrees:

  • Hamline University, BA - Business Administration
  • The American College, Bryn Mawr, PA - Masters of Science Financial Services

Certifications:

  • Certified Financial Planner™
  • Chartered Mutual Fund Counselor™

Professional Organizations:

  • Financial Planning Association of Minnesota

Other Accomplishments:

Adjunct faculty member and contributor of continuing education course for universities and institutions.

Personal Statement:

Dan lives in Maple Grove, enjoys working out, spending time with family, and sports of all kinds.

  

Nicholas Lindahl, JD, CPA, CFP, Real Estate Broker, Series 7

Job Title: Attornet at Law, Lindahl Law Office
Adjunct Professor; Minnesota State University, Mankato

Area(s) of Expertise (courses taught):

  • Income Tax Planning

Earned Degrees:

  • University of Minnesota School of Law; Juris Doctorate
  • University of Minnesota College of Liberal Arts; BA

 

James O'Halloran, CFP® CPA, MBA, MBT

Jim is owner of O'Halloran Tax & Financial Services LLC and a Registered Representative with H.D. Vest, a non-bank subsidiary of Wells Fargo & Company. He specializes in tax and financial planning for small businesses and individuals.

A graduate of Minnesota State University, Jim has a B.S. Degree in Accounting and Business Administration. He also has a MBA (finance concentration) and a MBT from the Carlson School of Management at the University of Minnesota. His past work experience includes public accounting and industry positions as Vice President of a finance company, Treasurer of a manufacturing company, Tax Director, Tax Manager and Senior Corporate Accountant.

Jim is a member of the AICPA, The Minnesota Society of CPAs and the Financial Planning Association (FPA). Within the FPA's Minnesota Chapter Jim participates in one of three study groups.

Jim lives and works in Burnsville, MN. His hobbies include golf, tennis, music, reading and family activities.

 

Glenn Rusler, CFP®, ChFC

I own an American Express Financial Advisors Franchise. My staff and I help both individual and corporate clients reach their goals by providing objective and specific advice in all six areas of financial planning. I have been a Financial Advisor since 1990 and hold a series 7, 63 security licenses as well as Life and Health insurance licenses.

I have extensive experience training financial advisors in all areas of financial planning as a Manager for American Express from 1990 - 2000.

I have been teaching the Investment course as an Adjunct Professor with the Financial Planning Certificate Program for Minnesota State University, Mankato since 2001.

In 1989 I earned my degrees in finance, economics and business administration from The College of St. Thomas. During 1992 I earned my Certified Financial Planner designation from The College of Financial Planning. During 2000 I earned my Chartered Financial Consultant designation from the American College.

I am actively involved with the city of Vadnais Heights, where I live with my family, as a volunteer firefighter and EMT.

 

Dustin Smith, CFP®, ChFC

Dustin Smith is currently a Wealth Counselor at Wealth Enhancement Group where he works with a team of specialists to create, monitor, and adjust comprehensive financial plans. Prior to joining Wealth Enhancement Group, he created and implemented custom financial planning strategies for a Fortune 500 financial service company. He as well led initiatives to augment the financial literacy of its corporate workforce. He is a graduate from Augsburg College and holds the Certified Financial Planner™ and Chartered Financial Consultant™ designations.

 

Josh Wolberg, MBA, CFP®, CRPC®

Job Title: Financial Advisor, Strategic Financial, Inc.

Area(s) of Expertise (Courses taught):

  • Fundamentals of Financial Planning
  • Insurance Planning

Earned Degrees:

  • South Dakota State University, B.S. – Computer Science, Economics and Math
  • University of Minnesota – Carlson School; MBA – Finance

Certifications:

  • Certified Financial Planner™
  • Chartered Retirement Planning CounselorSM

Professional Organizations:

  • Financial Planning Association of Minnesota

Personal Statement:

I love helping individuals and families navigate through the complex world of finance to align their money with their life's passions. I live in Eden Prairie with my wife and two children and enjoy reading, hiking, travel, and golf.