If you are looking for a program in financial planning that will prepare you not only for a successful career in the area of financial services and wealth management, but also prepare you for a life that is rich, rewarding and fulfilling, we invite you to join our dynamic team of teachers and learners in an exciting journey to realize your potential and fulfill your promise.

University of Jamestown Financial Planning & Wealth Management Distinctions

University of Jamestown offers one of the only four-year programs in Financial Planning & Wealth Management in the region. Our program will prepare you for diverse opportunities in investments, banking, insurance, and other financial planning-related careers. Complimentary programs in business and business-related concentrations allow you to tailor your individual program of study to suit your particular needs, interests, and career aspirations. Distinctions of the University of Jamestown Financial Planning & Wealth Management include:

  • Classes taught in the state-of-art Unruh and Sheldon Center for Business and Technology
  • Specialized accreditation by the International Assembly for Collegiate Business Education (IACBE)
  • Nine complementary areas of concentration
  • Small class sizes with the focus on excellence in teaching and student learning
  • Significant opportunities for international study, hands-on field experience, and co-curricular activities


Proven Success

  • 96 percent career placement rate of business and accounting students in quality positions 
within six months of graduation
  • Graduating seniors have scored as high as the 98th percentile nationally in the Major Field Achievement Test in Business
  • Students regularly score in the top three in academic business competitions at both state and national Phi Beta Lambda Leadership Conferences



University of Jamestown has received specialized accreditation for its business programs through the International Assembly for Collegiate Business Education (IACBE), located in Lenexa, Kansas, USA. The business programs in the following degrees are accredited by the IACBE.

  • Bachelor of Arts in Accounting
  • Bachelor of Arts in Business Administration with concentrations in:
                                    • Accounting
                                    • Business Communication
                                    • Financial Planning
                                    • General Management
                                    • Global Business
                                    • Hospitality and Tourism Management
                                    • Information Technology
                                    • Liberal Arts
                                    • Marketing
  • Bachelor of Arts in Financial Planning and Wealth Management
  • Bachelor of Arts in Liberal Arts Business Studies


iacbe-accredited-member-sm  University of Jamestown Outcomes Assessment Results

Specific coursework for this major is outlined in the downloadable courses and requirements. Courses & Requirements

Our Academic Catalogs provide information on policies and procedures, the admissions process, programs of study, and degree requirements.

As course offerings can change from semester to semester, working with the Registrar’s office will ensure that your courses are kept on schedule so that you can graduate in four years.

Vicki Greshik, CPA, MBAAssociate Professor of Accounting

Certifications/Degrees: MBA, Moorhead State University
Teaches: Financial Accounting
Sarabakhsh-Mort Mort Sarabakhsh, PhD, CHAProfessor of Business Managment

Certifications/Degrees: MS, University of Dallas; PhD, Alliant International University
Teaches: Marketing, Global Marketing, Marketing Research, Strategic Marketing, and Hospitality/Tourism Management
Paulson-Teddi-Jo Teddi Jo Paulson, CFP, ChFC, MBAAssistant Professor of Financial Planning

Certifications/Degrees: MBA, University of Mary
Teaches: Elements of Economics, Investments, Insurance, Retirement and Benefits, and Estate Planning
piscitielloDebi Deborah Piscitiello, MAAssistant Professor

Certifications/Degrees: MA, Saint Mary's University of Minnesota
Teaches: Business Mgmt., Human Resource Mgmt., Strategic Mgmt., Sales Mgmt., Operations & Production Mgmt.
Weispfenning-William William Weispfenning, CPA, MBAAssistant Professor

Certifications/Degrees: MBA, University of North Dakota
Teaches: Principles of Accounting, Income Tax Accounting, Auditing, Governmental and Not-for-profit Accounting, and Business Law
Fawaz-Fadi Fadi Fawaz, PhDAssociate Professor of Economics

Certifications/Degrees: PhD, Texas Tech University
Teaches: Financial Management and Economics
Adjunct Faculty
  • University of Jamestown
    Business, Accounting & Economics Department
    6042 College Lane
    Jamestown ND, 58405

  • Vicki Greshik, CPA, MBA Associate Professor of Accounting & Department Chair