Financial planning team to represent FHSU at American Express national finals
03/07/2005

Fort Hays State University's Financial Planning team has once again won elevation to the Elite Eight in the American Express Planning Invitational, the national championship of college financial planning competition.

FHSU teams have made it to the finals in each of the five years that it has fielded a team. This year's team is Kendra Wise, Ellinwood senior, Lacy Wolters, Ludell senior, and Lucas Horton, Pratt senior.

" We are five for five," said Dr. Tom Johansen, associate professor of finance and Financial Planning Program director. "We have made the finals all five years that we have participated and in the first four years we have placed first, first, third and fifth."

The Tiger financial planners' competition in the final eight is Purdue; Ohio State; Missouri; Texas Tech; Kansas State; Wright State; and Minnesota State-Mankato. In the first round, 28 universities participated.

The first round of competition consists of writing a financial plan based on a fictitious family scenario. The team had one month to prepare the plan and submit it by March 1. American Express uses a blind review process in judging the plans with their quality-of-advice standards, said Johansen.

The team will be in Minneapolis, MN, the world headquarters of American Express Financial Advisors, from April 13-16 to compete in the final two stages of the competition -- an oral presentation of the plan and a knowledge game-show competition.

The oral presentation is based on the original plan and a twist that American Express gives to the students the night the team arrives.

" Kendra, Lacy, and Lucas will represent FHSU with professionalism, integrity, and pride," said Johansen.


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