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.

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.

Merrick Silvis

Peer Financial Coach

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

Anika Lunde

Student Manager

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

Andrea Lin

Peer Financial Coach

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

Reid Wheeler

Peer Financial Coach

Reid is a Personal Financial Planning major who will be graduating in December 2022. He recently earned passed the Accredited Financial Counselor (AFC®) exam in preparation to earn his AFC® credential.

Sarah Reynolds

Peer Financial Coach

Sarah anticipates earning a dual degree in Biology and Economics in May 2024

Noadiyah Jones

Peer Financial Coach

Noadiyah is earning her degree in Psychology in May 2025

Allison Brannan

Marketing Manager

Allison is studying Mediated Communication and Strategic Communication with a concentration in art direction and plans to graduate in May 2023