University of Missouri

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.

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.

Schedule with OFS Today

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.

Yatish Devapati

Graduate Assistant

Yatish is studying Data Science & Analytics with an anticipated graduation of May 2025.

Andrea Lin

Student Manager

Andrea is planning to earn a dual degree in Quantitative Economics and Violin Performance in May 2024.

Benton Jenne

Peer Financial Coach

Benton is anticipating his degree in Personal Financial Planning in May 2025.

Jayden Reyes

Peer Financial Coach

Jayden is studying Business Marketing with an anticipated graduation of May 2024.

Jack Ward

Peer Financial Coach

Jack is studying Personal Financial Planning with an anticipated graduation of May 2024.

Kaileigh Bennett

Peer Financial Coach

Kaileigh Bennett is planning to earn her a dual degree in Finance and Economics in May 2026.

Brady Chung

Peer Financial Coach

Brady Chung is studying Economics with an anticipated graduation of May 2024.

Christy Cook

Peer Financial Coach

Christy Cook is planning to earn her degree in Personal Financial Planning with an anticipated graduation of May 2024.

Catherine Hinkebein

Peer Financial Coach

Catherine Hinkebein is studying Finance with an anticipated graduation in May 2024.

Travis Franks

Peer Financial Coach

Travis Franks is studying Personal Financial Planning with an emphasis in Financial Advising with an anticipated graduation of December 2024.

Logan Matthews

Peer Financial Coach

Logan Mathews is planning to earn a dual degree in Finance and Economics with an anticipated graduation of May 2026.

Jake Schafer

Peer Financial Coach

Jake Schafer is studying Personal Financial Planning with an anticipated graduation of May 2024.

Ryan Wilson

Marketing Manager

Ryan Wilson is studying Journalism with an emphasis in Strategic Communications with an anticipated graduation of May 2024.

Christina Chen

Marketing Manager

Christina Chen is planning to earn her degree in Textile and Apparel Management with an anticipated graduation of May 2026.