Subject Matter Experts

We are grateful to the many financial experts who contribute their real-world knowledge to develop actionable, effective financial education materials.

Stan Webb

Stan Webb has been a steady beacon in the financial education world. In addition to his professional securities licenses, Stan is a Certified Fund Specialist and Certified Senior Advisor. He attained these designations to better help his clients achieve their financial goals and leverages his real-world experience to contribute to that goal. With a passion for improving the financial capability of his clients and community, Stan has hosted financial literacy promotions and a variety of financial education services throughout Kansas.

Vince Shorb

Vince Shorb is the CEO of the National Financial Educators’ Council and leads the NFEC’s Subject Matter Experts board. Before becoming one of the council’s original founders, Shorb spoke with over 20,000 people about their financial situations and reviewed the personal financial statements of more than 10,000 clients across the country. Shorb has over 28 years of investing and financial industry experience and has spent 15 years directly involved in financial education.

Lisa Vera

Lisa James Vera is an experienced scientific writer, researcher, content developer, and project manager with more than three decades of experience in research, education, and professional communications. She is the Owner, CEO, and Scientific Writer at VeraCite Inc. and has served as Content Development Director for the National Financial Educators Council since 2011, where she develops and refines financial literacy curricula, certification training, reports, white papers, and educational content. Her background also includes senior research and project management roles at the University of California San Diego and Oregon Research Institute, along with an extensive record of peer-reviewed publications and research dissemination.

Steven Alexander

Steven Alexander has more than 27 years of financial experience working in different capacities with major financial institutions, including Bank of America Private Wealth Management, Wachovia Trust Nonprofit and Philanthropic Services, Bank of New York/Mellon, and TIAA/CREF Wealth Management. He embraced the importance of financial literacy education early in his career by obtaining his Certified Financial Planner (CFP) designation in 1990.