Financial Education Organization – the NFEC Team & Curriculum Advisory Board
The National Financial Educators Council is a financial education organization passionate about improving the financial capabilities of individuals globally while raising awareness for the financial literacy movement. Their commendable efforts have been instrumental in the fast-paced growth in financial literacy that has taken place over the past several years.
The NFEC team is made up of individuals who are passionate about helping people improve their financial capabilities and promoting the overall financial literacy movement. We are constantly inspired by the substantial program impact demonstrated by positive responses from participants, partners, and clients.
Vince Shorb, CEO. One of the council’s original founders, Shorb remains involved in educational development and raising awareness for the financial literacy movement. Before joining the NFEC, Shorb talked with more than 20,000 people about their personal financial situation and reviewed the personal financial statements of more than 10,000 clients. This real-world experience in the financial literacy field contributes to his deep understanding of the challenges people face today. His passion for helping people improve their financial capabilities combined with his expertise in the financial education industry makes him a leader in the industry. Shorb was instrumental in developing the first national speakers association for personal finance experts, created a PSA campaign covered by TIME, was the lead consultant on initiative that will reach over a half-million people, has lead the Curriculum Advisory Board on development of over 400 hours of curriculum and enlisted the support of top celebrities – Shorb’s credentials make him among the most qualified financial literacy advocates in the world. Read more about Vince Shorb.
Steven Alexander, National Development Director. Steven 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. In 2009, Steve changed his focus and began dedicating his career to promoting financial literacy, which he believes allows individuals to become financially independent. Steve obtained both his Bachelors and Masters of Business Administration degrees from Virginia Polytechnic Institute and State University. He currently lives in Connecticut with his wife and daughter.
Trevor Stoll, Operations Director. Trevor Stoll is skilled in the optimization of logistics for both personnel processes and materials supply chains. A Master’s in Business Administration from the Paul Merage School of Business and time spent in Hong Kong and Brazil has provided Trevor with a solid background in international business relations with some of the fastest-growing economies in the world. He brings strong leadership and dedication to the alignment of a cohesive strategic vision and corporate culture. Mr. Stoll has been instrumental in the development of the NFEC over the last 4 years.
Dan Kadlec, Senior Strategic Adviser. Daniel J. Kadlec is a leading author and journalist covering the global financial education movement; he speaks on a variety of topics related to kids and money. He has traveled the world studying the state of financial education and has written on the subject extensively for Time Magazine, Money Magazine and CBS. He has appeared on Oprah and CNN to talk about the increasingly complex nature of personal financial issues and how lack of understanding regarding these issues affects both young and old. He has written three books and won numerous awards for his writing on investing and the economy. Dan has long placed focus on personal finance and other matters of individual well-being.
Jayne Black, National Spokesperson for SavingsFund. Jayne Black was selected as the national spokesperson for the NFEC’s SavingsFund program and she is Mrs. Wisconsin International 2013. As a graduate from the Wisconsin Women’s Network Policy Institute, Jayne works on public policies to strengthen financial security among elderly Wisconsin women. Jayne is the founder of “Saving Smart for Five Generations” and a professional blogger who writes for international magazines on a range of subjects including women, finances, and retirement. Jayne is an accomplished speaker and published author who has been a frequent guest on TV and radio talk shows and tele-seminars. Jayne is a founding board member of the iOMe Challenge. Before joining the NFEC, Jayne served as a Legislative/Organization and Association Specialist working on issues of retirement security.
Chad Penry, Relationships Director. Chad Penry is a leader in developing relationships, lead generation, and high-level partnerships. Chad credits his success to his ability to network and build personal relationships. Chad has worked with top athletes, leading industry professionals, nonprofit organizations, and well-know celebrities. His unique ability to recognize partnerships and bridge gaps between people, brands, businesses, and services that focus on social consciousness make him an exceptional business advisor and marketer. Chad has served on the Board of Directors for the Brockman Educational Institute, Project Access Event Committee and has partnered with many nonprofit organizations including UNICEF, After School All-Stars, the Matt Leinart Foundation, and The Sheckler Foundation. Chad is co-founder of Money XLive—one of the nation’s largest full-production financial literacy events. Money XLive teaches youth the value of financial education, entrepreneurship, and social responsibility.
Fa’avae J. Fa’avae, Brand Consultant. Mr. Fa’avae has a passion for building brands that attract the larger community to the financial literacy movement. Fa’avae has launched and developed successful brands within the sports, entertainment, and education industries. With a BA in English from the University of California Berkeley, he is founder of Pure Mentality, an organization that helps youth achieve success in athletics and academics. Understanding the importance of “branding” and its effects on consumers early on, Fa’avae noticed the lack of creative resources for businesses to connect with their customers and for young artists, athletes, and entrepreneurs to start their own viable businesses. Fa’avae recognizes the importance of creating a cohesive brand experience to attract and motivate people to improve their financial capabilities.
Traci Allan, Administrative Director. Ms. Allan is a dedicated and passionate NFEC team member who has grown along with the organization. Her knowledge and skills have involved her in most of the NFEC’s projects over the last four years. She coordinates behind-the-scenes action for major events and promotions, and works with clients doing larger initiatives. All clients who work with Ms. Allan recognize and appreciate her commitment to serving them.
Cecil Abad, Community Outreach Director. Cecile Abad has been working closely with nonprofit organizations and educational institutions to help them establish and promote their programs. She actively promotes financial literacy and entrepreneurship, especially among young adults, by organizing various community functions and seminars. She leads the NFEC’s grassroots and social media outreach campaigns. Her passion and persistence for teaching personal finance helps NFEC clients maximize the reach and frequency of their brand, messaging, and financial literacy initiatives.
Bill Field, Accountant & Event Management. Mr. Field has been with the NFEC for over four years and serves many facets of event production. He serves as the event manager for the NFEC, overseeing production, volunteer coordination, and other various aspects involved in hosting successful events.
Aaron Meyers, Creative Director. Aaron Meyers leads the NFEC’s Financial Literacy PSA – “The Talk.” This PSA campaign was photographed by Aaron Meyers Photography (aaronmeyers.com), the firm that handles celebrity photography for the NFEC’s star supporters. Aaron Meyers also provided staging and artistic design.
Lisa James Vera, Writer/Editor. Ms. Vera is a published freelance writer with a BA in English from the University of Oregon. Her dedication to social responsibility and helping others offers unique insight as she provides writing and editorial assistance for the NFEC’s financial literacy lesson plans, promotional and training materials.
Education Development Team
Tony Steuer, Insurance Literacy Director. Tony CLU, LA, CPFFE is a recognized authority on life, disability, and long-term care insurance literacy and a member of the California Department of Insurance Curriculum Board and the National Financial Educators Council Curriculum Advisory Board. Tony’s Questions and Answers on Life Insurance won the Excellence in Financial Literacy Education™ Award from the Institute for Financial Literacy®, and has been named by Forbes as 1 of the 9 great investment books worth reading.
Diane Larsen, Lead Instructor. Diane Larsen is an award-winning economics teacher who conducts the Certified Financial Education Instructor training, youth and adult programs for the NFEC. Diane was honored as the NFEC’s Financial Education Instructor of the Year (2011), received the Jump$tart Coalition Outstanding Educator of the Year Award in 2008, and her students have won the statewide Stock Market Simulation three times with the latest victory in 2012. Her students have been placed in the top 1% medalists’ category and the top 25% national ranking in the Financial Literacy Challenge in ’08 and ’09; her team of 4 students left the State Economics Challenge in 5th place in spring ’09. She has been selected by the Council for Economic Education and the U.S. State Department to travel as an ambassador to South Africa to offer her expertise in economic education and financial literacy. Diane is a UCLA graduate with dual majors and minors who developed and taught the Economic Geography course at Mater Dei High School for a dozen years before accepting the assignment of teaching senior Economics, Business Economic Education, and Business Law.
Gary Jaeckel spent 30 years in personal finance, corporate finance and international telecommunications, including a stint as CFO of a publicly-traded company. He returned to school to get a teaching certificate in Secondary Education so he could follow his passion for teaching and promoting financial literacy. He conducted comprehensive research on the topic of teaching personal finance and compiled this research in a book titled Teaching Personal Financial Education. This book presents research and articles by leading academics with specialized knowledge of personal finance instructional strategies. Learn the methods and pedagogies of teaching money management lesson plans to effectively encourage financially sustainable behavior.
Kristina McCormick, Curriculum Developer, has extensive experience in developing curricula and educational programs from inception. Ms. McCormick was instrumental in the NFEC’s project-based learning program for teens and young adults. She was able to apply classroom teaching methodology and curriculum models to promote active student learning through the integration of technology in order to address the varied learning needs of all students.
Ellen Smith, Curriculum Developer. After earning a Master’s Degree in Early Childhood Special Education and gaining several years of classroom experience, Ellen decided to focus her passion for education toward writing and editing smart, easy-to-use educational resources. She is experienced in implementing and adapting curricula to meet critical needs and teaching children about money.
Helen Graves, Curriculum Developer, brings a diverse background to the NFEC curriculum development team. A combination of her past classroom teaching experience, family workshop education, and private coaching business gives her unique ability to create lesson plans that motivate participants to take action.
Troy Flowers brings nine years of exemplary, student-centered teaching experience gained within public, charter, and independent schools to the NFEC. He possesses solid conceptual and applied knowledge of current research and trends in primary and middle school education, financial literacy curriculum development, service learning, assessment for instruction, and literacy.
Curriculum Advisory Board
The NFEC’s financial literacy material was designed in collaboration with a team of educators, personal finance experts, and financial professionals. The resulting content meets educational standards while offering practical tools to help people prepare for the financial real world.
Since inception of the NFEC, more than 120 financial literacy experts, educators, and financial professionals have contributed to curriculum development. This collective group has now provided education to over a million people and reviewed the personal financial statements of more than 50,000 people across the United States.
Join the financial literacy movement and join our Curriculum Advisory Board.
- Dr. Pamela Rosa is an Educational Consultant at the Danielson Group and the Senior Consultant for Effective Professional Practices. Dr. Rosa has supported schools nationally in the design, development, and implementation of Charlotte Danielsons’ Framework for Teaching evaluation and professional growth process. As an educational consultant for the past 14 years, Dr Rosa specializes in teacher and principal evaluation and professional growth processes as well as teacher mentoring/coaching.
- Dr. Ann Johnson is an independent consultant who works extensively with organizations internationally on implementing curriculum and assessment reform, developing high quality leadership teams, and developing training and implementation plans. Her practical approach to design and alignment is based on her thirty years experiences as a classroom teacher, associate superintendent, building principal and adjunct professor having implemented long-term curriculum alignment and mapping initiatives.
- Vince Shorb is CEO of the National Financial Educators’ Council. One of the council’s original founders, Shorb remains involved in educational development and raising awareness for the financial literacy movement. Before joining the NFEC, Shorb talked with more than 20,000 people about their personal financial situation and reviewed the personal financial statements of more than 10,000 clients. He leads the NFEC’s Advisory Board and has been instrumental in developing over 500 hours of financial literacy curriculum.
- Diane Larsen is an award winning economics teacher and a NFEC Instructor. Diane is a 26 year teaching veteran who’s awards include being selected Jum$tart Coalition Outstanding Educator for 2008 as well as being the only California teacher chosen by CEE and the U.S. State Department to travel to South Africa as part of an international economics teachers in an exchange program. Her students have won high honors in the California State Stock Market Simulation placing 1st in 2008, 2009, and twice in 2012.
- Laura Adams is award-winning author of the 2010 best-seller Money Girl’s Smart Moves to Grow Rich, and produces a weekly podcast that receives more than 500,000 monthly downloads. She won the Excellence in Financial Literacy Education Award and is considered one of the leading financial literacy experts in the country.
- Peter Rasmussen, former Program Director to the Consumer Credit Counseling Service, is a current bank auditor. He is dedicated to sharing financial literacy with his community and is actively involved in the Money Smart Week promotions held during financial literacy month.
- Stan Webb is a financial professional with a passion for improving the financial capability of his clients and community. He is a Certified Fund Specialist and Certified Senior Advisor and has hosted financial literacy promotions and provides a variety of financial education services throughout Kansas.
- Gary Jaeckel is the author of Teaching Personal Financial Education and a NFEC Instructor, has passion for improving people’s financial capabilities took him from the corporate world to the financial literacy industry. He brings real world experience to the academic side of the financial literacy field with his background in the financial and securities industries and corporate finance. He is a recognized expert in teaching personal finance and is known as an advocate promoting personal financial education as a stand-alone course in all schools across the country.
- Erica Jackson served as Director for the Center for Financial and Consumer Outreach (at Penn State Erie, The Behrend College) and holds a certification as a Certified Financial Education Instructor (CFEI). I Jackson has also served as the inaugural Executive Director for Junior Achievement’s Northwest PA Regional Office. Over the years, Erica has partnered with several agencies and organizations to advocate for financial capability including: National Financial Educators Council, Pennsylvania Treasury, Pennsylvania Department of Banking and Jump$tart Coalition.
- Helen Graves With a diverse background in education, Adlerian psychology, Neuro-Linguistic Programming and marketing, Helen Graves is fascinated by how people think and learn. She has taught all age levels both in a formal classroom as well as in workshops, conferences and online seminars. She has recently moved into the field of content development and instructional design, and enjoys bringing her passion for clear communication and innovative solutions to the learning environment.
- Dr. Pamela Enders is a psychologist and peak performance coach. As faculty member at Harvard Medical School where Dr. Enders serve as a teacher and supervisor at the Massachusetts General Hospital (MGH) in Boston. With 3 decades of experience, she works with high-performing professionals to project confidence and poise in high visibility, high pressure situations.
- Steve Repak is a Certified Financial Planner™ and author of Dollars & Uncommon Sense: Basic Training for Your Money. Steve is an advocate for financial literacy and a 15 year veteran in the financial services industry. Steve has demonstrated expertise as an educator from how his presentations are well received by the audience, and from the post-surveys collected which demonstrated the material made an impact.
- Ellen Smith has a Master’s Degree in Early Childhood Special Education and several years of classroom experience. She works with the NFEC in producing and editing smart, easy-to-use educational resources. She is experienced in implementing and adapting curricula to meet critical needs of the learners.
- Steven Alexander is the National Development Director for the NFEC. Steven 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.
- Tony Steuer CLU, LA, CPFFE is a recognized authority on life, disability and long term care insurance literacy and a member of the California Department of Insurance Curriculum Board and the National Financial Educators Council Curriculum Advisory Board. Tony’s Questions and Answers on Life Insurance and The Questions and Answers on Life Insurance Workbook were winners of the Excellence in Financial Literacy Education™ Award from the Institute for Financial Literacy® has been named by Forbes as 1 of 9 great investment books worth reading.
- Stan T. Webb has been a steady beacon in the financial education world. In addition to obtaining his professional securities licenses, Stan is a Certified Fund Specialist and a Certified Senior Advisor, Stan attained these designations in order to better help his clients achieve their financial goals and leverages his real world experience to contribute to the NFEC’s Curriculum Advisory Board.
- Kristina McCormick has extensive experience in developing curricula and educational programs from inception. Ms. McCormick was instrumental in the NFEC’s project-based learning program for teens and young adults. She was able to apply classroom teaching methodology and curriculum models to promote active student learning through the integration of technology in order to address the varied learning needs of all students.
- Victor Ricciardi teaches Financial Management at Goucher College and has earned his BBA, MBA, and APC designations. Professor Ricciardi teaches a variety of subjects related to financial literacy for individuals and organizations, with special expertise in behavioral finance.
- Amy Jo Johnson is President of the North Dakota chapter of the Jump$tart Coalition. She works for the Credit Union Association of the Dakotas as Director of Learning. Both Ms. Johnson and the organizations she represents provide personal finance resources to credit unions across the Dakotas. She is chairperson of the annual financial education conference hosted by the Jump$tart Coalition.
- Dianne Jennings is the executive producer of the radio talk show “Mine Your Business” and a co-host on the Tim Ridley Radio Show, which airs on the popular Sirius XM radio network. Dianne serves as an instructor for Brookshire Professional Training Institute, a continuing education resource center for the legal profession. Dianne’s lifelong career has been to assist others with their financial needs, thus allowing them to live lives of financial freedom.
- Somya Munjal has been tackling the issue of financial literacy since she graduated from college. She realized quickly how fortunate she was to earn Bachelors and graduate degrees in Accountancy completely free of personal debt, due to her work experience and scholarships. She is now a Certified Financial Accountant and holds Bachelors and Masters Degrees from Northern Illinois University.
- Meka West grew up with humble beginnings which taught her money lessons that shaped her future. She brings more than 10 years of experience working with non-profits, government and corporate agencies in an accounting and business capacity. In addition, she has volunteered more than 900 hours to financial literacy education over the past two years in her community by teaching, conducting outreach, and raising awareness.
- Ornella Grosz is a personal finance expert and publisher of a book titled Moneylicious: A Financial Clue for Generation Y. Ms. Grosz has been a featured financial expert for top radio shows on CBS, NBC, and ABC and is a personal finance writer.
- Vince Shorb is the CEO of the NFEC, and has over 20 years of investing and financial industry experience. Mr. Shorb reviewed the personal finances of over 10,000 people across the country and was recognized as the “leading youth financial literacy expert” by the Orange County Register. Vince also heads the NFEC financial literacy board and workplace financial wellness initiative.
- Nick Jacobs served five years in credit and housing counseling (at the National Foundation for Credit Counseling) and now works at Credit Abuse Resistance Education (CARE). Mr. Jacobs is dedicated to helping people improve their financial capabilities and overcome financial challenges.
- Natasha Riley-Noah has been active in the financial services industry for more than 10 years. Ms. Riley-Noah brings diverse experience to the advisory board with experience in insurance, securities, debt management, and financial planning.
- Danny Kofke is a teacher of 12 years and a personal finance expert. Mr. Kofke authored two financial books: How to Survive (and perhaps thrive) on a Teacher’s Salary and A Simple Book of Financial Wisdom: Teach yourself (and your kids) How to Live Wealthy with Little Money.
- Lee Aubry has been in the financial industry for over 20 years. A top producer in real estate loan origination and private banking/fund investments, Ms. Aubry spent five years as a financial analyst for a global oil company and five years in Washington, D.C. as a legislative analyst and lobbyist. She possesses an MBA from Santa Clara University and graduated first in class, Beta Gamma Sigma.
- Dave Straube, a father of teenagers, has a passion for helping youth avoid the financial problems he experienced after college. He served as treasurer of Vashon Partners in Education and has given money talks at Vashon High School. He is author of Someday is Not a Plan – A Guide to Understanding Money in Plain English.
- Amy Lemasters is a graduate of the University of Georgia with a degree in Family Financial Planning. The FFP course work is designed to cover all areas of the financial planning industry—from investments to financial education, from counseling to retirement and estate planning.
- Arnold Bellow started his career in banking and leveraged that experience to teach courses to adult learners and community college students for more than 22 years using a practical hands-on approach and “real-life” instructional method. Mr. Bellow has been an adjunct faculty member and community college instructor for over 20 years. He served on a number of community-based boards helping families in lower-income neighborhoods achieve financial stability and educational enrichment at the Adult Education School level.
- William Marty Martin received his MS from the College of Financial Planning and a PsyD from Rutgers University in Clinical Psychology. Mr. Martin is an expert in personal financial psychology and has been featured in numerous publications highlighting his expertise. He currently works as Associate Professor and Director of MSHR Department of Management at DePaul University.
All NFEC Curriculum Advisory Board members possess expert-level knowledge about personal finance topics. Although each board member brings a unique view to the curriculum, they share one common trait: dedication to improving the financial capabilities of people around the world.
Jayne Black, Educator and Outreach Team. Jayne Black is a graduate of the Wisconsin Women’s Network Policy Institute where she now works on public policies to strengthen financial security among elderly women in Wisconsin. Jayne is the founder of “Saving Smart for Five Generations,” and a professional blogger who writes for international magazines on a range of subjects including women’s finances and retirement. Jayne is an accomplished speaker and published author who has been a guest on TV and radio talk shows and tele-seminars. Jayne is a founding board member of the iOMe Challenge. Before joining the NFEC, Jayne served as a Legislative/Organization and Association Specialist working on issues of retirement security. In 2013 Jayne was selected as Mrs. Wisconsin International.
John Rankin, National Ambassador. Jon Rankin is an NFEC National Ambassador and was an Olympic distance runner on the 2008 Olympic team. Jon joined the NFEC National Financial Literacy Ambassador team to promote the philosophy of “Go Be More.” After the 2008 Olympic Games, Mr. Rankin spent several years away from track and field to gain perspective on his life’s journey. He was unsure about dedicating another four years toward accomplishing his Olympic dream of winning a gold medal in the 1500 meters. During this time he discovered his life’s purpose to empower others and became re-energized to accomplish the Olympic dream he had cherished since age 15. Mr. Rankin chose to work with the NFEC and promote financial literacy because it relates to his overall mission of inspiring people to achieve their highest potential.
Arika Burton, National Ambassador. Arika Burton is a financial consultant in the DC Metro area who received her Bachelor’s Degree in Finance and International Business from the University of Maryland. Mrs. Burton recently won the Mrs. DC America contest and became the NFEC’s National Ambassador to bring national attention to the financial literacy movement as she competes in the 2012 Mrs. America Pageant. Through her studies and outreach, she has come to recognize the need and importance of teaching people about personal financial matters, and her roles of raising awareness and spreading the message about financial literacy align with her passions.