Jesse Lineberry, assistant professor of practice in the Department of Finance, Insurance, and Business Law in Pamplin College of Business at Virginia Tech, has been appointed to the James and Ashley Bogart Fellowship in Financial Planning and Wealth Management.

Lineberry has extensive experience and leadership in financial planning education. As the director of the financial planning and wealth management program, he has played a pivotal role in shaping the curriculum, ensuring alignment with the certified financial planner board requirements, and mentoring students for successful careers in financial planning. His teaching portfolio includes multiple courses in financial planning, where he has consistently received high teaching evaluations.

Beyond the classroom, Lineberry actively fosters professional engagement by leading student delegations to national and regional conferences, collaborating with industry professionals, and supporting students in securing career opportunities in the financial planning profession. His ability to bridge academic learning with real-world applications highlights his dedication to advancing the financial planning profession and preparing future leaders in the field.

In addition to his academic contributions, Lineberry brings nearly a decade of practical financial planning experience to his role. His industry engagement extends to consulting for New Planner Recruiting, authoring articles for major financial publications, and delivering invited talks at universities and professional organizations. His research and writing have significantly contributed to industry knowledge, as have articles he co-authored on financial planning education and career development.

Lineberry received his bachelor’s degree in applied economic management from Virginia Tech and a master’s degree in finance from Auburn University.

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