Jennifer Lehman, JD, PhD, NPA, CFP, CAP, CPBC


Jennifer Lehman earned her PhD in personal financial planning from Texas Tech University; Russell James was her dissertation chair. She also earned law and MPA degrees from UNC-Chapel Hill, a Bachelor of Science from TCU, and CFP® and CAP® credentials.

She became a certified professional business coach to help people be the best version of themselves they can be.

Dr. Lehman has published research in several different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources.

Prior experience includes university teaching in various formats (online, hybrid, and face to face), research, financial planning, planned giving for a university, career services for a law school, and appellate prosecution.

Hobbies include hiking, yoga, and road trips, and she has traveled to all 50 U.S. states.

Education, Certifications, and Boards:

Texas Tech University, Lubbock, TX Ph.D. in Personal Financial Planning received August 2018 Dissertation Title: Three Essays on Special Donation Types Committee: Russell James, J.D., Ph.D., CFP®; Mitzi Lauderdale, J.D., CFP®; Sarah Asebedo, Ph.D., CFP®; Ann Woodyard, Ph.D. University of North Carolina, Chapel Hill, NC MPA, Institute of Government (Quantitative track) Thesis Title: Cost-Benefit Analysis of the Chapel Hill School System’s Recycling and Waste Management Program (included multiple regression analysis). Juris Doctor, School of Law Texas Christian University, Fort Worth, TX BS Political Science, Philosophy, Radio-TV-Film Bar Admissions Admitted to state courts in Texas and North Carolina CFP® CAP® Wilderness First Aid (National Outdoor Leadership School) Bloomberg Market Concepts Philanthropic Solutions in Financial Planning (American Heart Assn & Financial Planning Assn) Accredited Estate Planner (in progress) Certified Professional Business Coach

Areas of Expertise

  • Philanthropy
  • Estate Planning
  • Communications

Recognition and Awards

  • Northwest Planned Giving Roundtable Scholarship Fall 2020
  • Red to Black volunteer recognition and outstanding counselor award Spring 2018
  • TTU Ethics Symposium Student Paper Winner Fall 2017
  • AFCPE Student Scholarship Fall 2017
  • FMA Doctoral Symposium Fall 2017
  • ACCI Student Travel Scholarship April 2017
  • Financial Women in Texas Scholarship Fall 2016
  • FPA Leadership Conference sponsorship from FPA Pro Bono Foundation Nov. 2015
  • Helen DeVitt Jones Graduate Fellowship, Texas Tech University 2014-2016
  • Teaching Assistantship, Texas Tech University 2014-2018
  • “Right on the Money” award from PFI program directors for service to the June and August 2015
  • PFI program (received twice)
  • Award of Excellence from PFI program directors for student engagement Feb. 2016
  • Research Assistantship, University of North Carolina at Chapel Hill
  • Phi Beta Kappa, Texas Christian University
  • Summa Cum Laude, Texas Christian University
  • Academic Scholarship, Texas Christian University


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