Financial Literacy Framework Contributors Crowdsourcing Model

The NFEC operates an active crowdsourcing model to leverage the knowledge possessed by others industry experts. The NFEC prides itself on being in a constant state of beta. Our material is improved and modified as new information becomes available or broader changes have taken place that warrants reiteration of the material.

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Development Team

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. The Financial Literacy Framework & Standards was developed through think-tanks with industry experts and the NFEC’s Curriculum Advisory Board which is made up of a team of educators, personal finance experts, and financial professionals.

Those instrumental in the development of the Framework for Teaching Personal Finance and the Financial Literacy Framework & Standards include:

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.

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.

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.

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.


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