Jennifer Lehman, JD, PhD, MPA, 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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