He currently teaches undergraduate and graduate courses in financial counseling, financial plan development, and a practicum course in financial planning. His research areas of focus include experiential education in financial planning, financial risk tolerance, and financial therapy. He received his bachelor's degree from the University of Missouri-Columbia, and completed graduate degrees in the areas of psychology and financial planning at Texas Tech University. He was recently selected as a University of Georgia Lilly Teaching Fellow and Service-Learning Fellow. He currently serves on the editorial boards of the Journal of Financial Counseling and Planning, Journal of Personal Finance, and the Journal of Financial Therapy.