About

Everyone can benefit

Knowing how to manage your money better

From managing debt to preparing for your first major purchases and everything in between, our trained staff is ready to help through one-on-one coaching, group presentations, and workshops. Our free and confidential services are designed to help you improve your financial wellness.

While we cover some of the same topics as Student Financial Aid and the Cashier’s Office, we do not provide those specific services. Please visit their respective pages to learn more about how they can assist you.

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Mission - Vision - Values

Mission

The Office for Financial Success provides personal financial literacy resources and opportunities to MU students in an inclusive, accessible, and nurturing environment, helping to reduce financial stress and empowering financial well-being.

Vision

Developing and growing financially capable MU graduates prepared to change the world.

Values

Inclusive – Money and personal finance is indifferent to human differences. We promise to provide high quality financial counseling regardless of race, gender identification, religion, nationality, disability, or sexual preference.
Accessible – We promise to provide only the most up-to-date, relevant resources in an easily accessible format to the customer.
Nurturing – Financial capability is not just what you know, but whether you have the willingness, confidence, and opportunity to act. We promise to not only provide you with knowledge, but to help you in your journey to financial capability.
Well-trained – Staff and student peer counselors are chosen due to their academic knowledge of counseling and personal finance. All customer facing counselors must first complete a rigorous training program.
Confidentiality – We promise to safeguard information to the best of our ability using only university approved student data management systems abiding by applicable federal and university rules and regulations along with industry standards. Referrals and sharing of information will only happen with the customers’ consent.

Contact our office today to schedule a coaching session.

STAFF

Jim Green

Director

Dr. Jim Green, CFP®, AFC® is the Director of the Office for Financial Success, and an Adjunct Professor of Personal Financial Planning at the University of Missouri. Prior to moving to Mizzou in 2018, Jim was a Financial Advisor with Morgan Stanley and an Adjunct Professor of Finance at the University of the Incarnate Word (UIW) in Texas. Jim is married with five children; two daughters and three sons. Two of those three sons are current Mizzou Tigers. He enjoys most collegiate sports, weight lifting, and scouting with Boy Scouts of America.

Alex Embree

Program Manager

Alex Embree, program manager for the Office for Financial Success, has helped Missouri students and Mizzou Tigers reach academic and personal success since 2009. Prior to joining the OFS team, she was a student success coordinator at Mizzou. She earned her Master of Education in Educational Leadership and Policy Analysis from Mizzou and is currently seeking the Accredited Financial Counselor® (AFC®) credential. Alex is the mother of one son (Mizzou Class of 2040) and a rescued American Bully. An avid reader and podcast aficionado, she enjoys learning about teaching, learning, and motivation and applying her learning to her work with students.

Bridgette Jackson

Student Manager

Bridgette is a senior anticipating completing her degree in Finance from the Trulaske School of Business in May 2022.

Vivi Abraham

Student Marketing Manager

Vivi is a senior anticipating completing her degree in Strategic Communications from the Missouri School of Journalism in May 2022.

Gio Lima

Peer Financial Coach

Gio is a senior anticipating completing his degree in Personal Financial Planning from the College of Agriculture, Food and Natural Resources in Dec 2021.

Reid Wheeler

Peer Financial Coach

Reid is a senior anticipating completing his degree in Economics from the College of Arts and Sciences in May 2022.

Merrick Silvis

Peer Financial Coach

Merrick is a junior anticipating completing his degree in Business from the Trulaske School of Business in December 2022.

Dylan Wardenburg

Peer Financial Coach

Dylan is a junior anticipating completing his degree in Personal Financial Planning from the College of Agriculture, Food and Natural Resources in Dec 2022.

Anika Lunde

Peer Financial Coach

Anika is a junior anticipating graduating with dual majors in Business Administration – Finance and Economics. Additionally she will complete a certificate in Personal Financial Planning in May 2023

Austin McCann

Peer Financial Coach

Austin is a sophomore anticipating graduating with a Masters in Accountancy from the Trulaske College of Business in May 2024