Advisory Board Member Penny Rolle
Georgia Financial Educators Council
Penny Rolle was named a member of the Georgia Financial Educators Council Advisory Board as a result of her close alignment with the objectives and mission of the National Financial Educators Council. Through her background and her current efforts – both professional and philanthropic – Advisory Board Member Penny Rolle exhibits a commitment to family economic empowerment that marks her as a leader in the financial wellness movement.
Advisory Board members are chosen based on several characteristics including dedication to community service and passion for helping others. Penny Rolle’s qualifications and experience serve to highlight the depth of her contributions in the financial literacy sphere. The Georgia Financial Educators Council is looking forward to collaborating with Penny as we move forward to advance financial wellness initiatives across Georgia and beyond.
Helping Georgia Families Gain Financial Freedom: Penny Rolle
I am an Office Manager at MONTAG Wealth Management in Atlanta, GA and a member of the National Financial Educators Council (NFEC) Advisory Board. My underlying motivation for being part of the financial wellness movement stems from my passion for helping families gain access to financial literacy. I believe that achieving financial freedom requires both knowledge and guidance, enabling individuals to make informed decisions about their financial futures.
My journey in the financial industry spans over two decades, during which I’ve developed expertise in organizational leadership and process improvement. With a degree in Organizational Leadership from Mercer University, I’ve served as an administrative leader across various financial institutions. These experiences have allowed me to witness firsthand the transformative power of financial education and strategic planning.
In 2024, I embarked on a meaningful new chapter by joining the Kristine Pettoni Foundation, a non-profit organization dedicated to empowering single mothers through financial literacy and career development. As the Accelerate Program Manager at KPF, I have the privilege of helping women build the skills and confidence they need to advance their careers and achieve financial independence.
Throughout my career, I’ve consistently focused on driving operational excellence while maintaining a strong commitment to community service. My roles have included implementing data-driven strategies that increased team productivity by 80% and developing innovative solutions for complex business challenges.
Active involvement in professional organizations, including Next OnBoard and the Private Directors Association, allows me to stay connected with industry trends and best practices. By combining my professional expertise with my passion for financial education, I strive to create lasting impact in both the corporate world and the broader Atlanta community in partnership with the National Financial Educators Council.
Georgia Financial Educators Council Board Details
The Georgia Financial Educators Council Advisory Board Members drive our push to build sustainable, scalable economic empowerment programs that have positive impact on people’s lives at the community level. Our Advisory Board Members share their knowledge and expertise to guide financial wellness programs and donations to community members.
Our Board Members are professionals who have successfully passed a rigorous selection process and have proven their commitment to supporting the growth of sustainable financial wellness programming in their communities. Board members possess these traits:
Passion
A deep belief in the importance of promoting financial wellness and a desire to strengthen individuals, loved ones, and communities with financial education.
Participation
Individuals and organizations that can allocate time toward financial wellness initiatives and actively participate in Board communications.
Ethics
Individuals with a track record of providing service to their local communities with honesty and upholding the values of esteemed professionalism.
