Senior Instructor

Koelbel 454


  • Degree: Ph.D., University of Colorado at Boulder, 1989
  • Certified Financial Planner™, 1987

Honors & Distinctions:

  • Frascona Teaching Award Finalist, 2012, 2013
  • Tissone Award for Teaching Innovation & Dedication, Leeds School of Business, 2007
  • Recognized by the Aspen Institute/Beyond Grey Pinstripes for integrating social and environmental topics into the teaching of finance, 2006
  • Outstanding Leadership Award, American Medical Response, 1995

Professional Affiliations:

  • Financial Management Association  (FMA)
  • Financial Planning Association (FPA)
  • Financial Education Association (FEA)

Professional Experience:

  • Personal Financial Consultant, 2006 - present
  • Portfolio Manager and Trustee, Wood Trusts, 1995 - present
  • Chief Financial Officer, VP Financial Operations, American Medical Response, 1993-1999
  • Partner, General Manager, A-1 Ambulance Companies, 1983 - 1993

Research Interests:

  • Financial education advances, personal financial planning, behavioral finance

Teaching Interests:

  • Senior Seminar in Finance, Investments and Portfolio Management,
  • Introductory Finance, Executive Education

Selected Publications:

  • Presentation of “Improving Student Learning Experience in Large Finance and Statistics Classes:  Use of Electronic Clickers” by Stanley A. Martin, Ronald W. Melicher, Thomas C. Nelson, and Lori E. Seward in San Antonio, Texas at the Financial Education Association Annual Conference, April, 2006.