Meet Our State Chapters & Advisory Board Leaders
Driving Financial Education Impact Across the Nation

The NFEC is building a nationwide movement—state by state—through an expanding network of State Chapters and dedicated Advisory Board Members. These leaders are at the forefront of advancing financial education, shaping policy, expanding access to quality programming, and supporting communities in achieving long-term financial wellness.

NFEC Board Members are professionals, educators, entrepreneurs, public servants, and advocates united by a shared mission: to ensure everyone has the financial capacity and skills needed to thrive.

Board Members Supporting Local Impact

Our Board Members play a vital role in supporting each State Chapter’s success. Their expertise and insight help inform advocacy strategies, strengthen programming, and guide partnerships tailored to the specific needs of their communities.

By collaborating with educators, policymakers, and local organizations, they help ensure our efforts are responsive, inclusive, and effective. From school-based initiatives to statewide advocacy, their contributions help translate mission into measurable impact.

Board Members Across the States

Massachusetts State Chapter Board Members

Ellis Cropper

Ellis Cropper

Financial Professional, New York Life Insurance, ChFC®, CLTC®, Major, U.S. Army, Retired

Mahendra Pattni

Mahendra Pattni

Head of Finance at Bill & Melinda Gates Medical Research Institute

Elizabeth Clark

Elizabeth Clark

Chief Information Officer (CIO) at Harvard Business School (HBS

Andrew Lendnal

Andrew Lendnal

Financial Wellness Expert, Banking and Financial Services Executive, Bestselling Author and Speaker

Mary Ellen Normen

Mary Ellen Normen

Administrator for Business and Finance, Lincoln Public Schools

Florida State Chapter Board Members

Elaine King

Elaine King

Founder of Family and Money Matters™

Evelyn Magley

Evelyn Magley

CEO of The Basketball League (TBL)

Philip Herzberg

Philip Herzberg

Lead Financial Advisor at Team Hewins

Richard Cason

Richard Cason

CEO and Editor in Chief of NewsMovesMarketsForex®

Amit Bansal

Amit Bansal

Director of the Center for Financial Health and Wellness, Oklahoma State University

Claudia Martins

Claudia Martins

National Financial Educators Council, Community Engagement Director

Dr. Renée Baker

Dr. Renée Baker

Founder and CEO of The RBI Group

Richard Cautero

Richard Cautero

Board and Finance Committee Member at Goodwill Industries Manasota

Joseph R. Chiarella

Joseph R. Chiarella

Equity Partner, Risk Advisor, and Director of Sihle Insurance University

Ishmael Williams

Founder, Programming Director, and Financial Consultant at Champion Financial Consulting LLC

California State Chapter Board Members

Larry Dicke

Larry Dicke

CalChamber of Commerce, Chief Financial Officer, Retired 2022

Veselina Dinova

Veselina Dinova

Haas School of Business UC Berkeley, Executive MBA Professor

Trevor Stoll

Trevor Stoll

National Financial Educators Council, Director of Operations

Carolyn Campbell

Carolyn Campbell

Emerging Capital Partners, Managing Partner and COO

Sonja Strzoda

Sonja Strzoda

Financial Services Executive & Nonprofit Board Professional

Sam X Renick

Sam X Renick

Internationally Recognized Financial Literacy Pioneer

Rodney Balbuena

Rodney Balbuena

Managing Director, SageView Advisory Group

James Chang

James Chang

President and CEO of Pasadena Federal Credit Union

New York State Chapter Board Members

Krystle Gladden

Krystle Gladden

Founder and CEO of Financial Fluency

Dr. Mario DiFiore

Dr. Mario DiFiore

Dr., Professor, and Senior Assistant Dean at Fordham University’s Gabelli School of Business

Donna Cirillo

Donna Cirillo

Founder, Smart Money Changes Everything, MBA, APFI℠, CFEI®

Trinity Owen

Trinity Owen

Founder and CFO of The Pay at Home Parent, APFI℠, CFEI®

Cara Macksoud

Cara Macksoud

CEO of Money Habitudes

David Anderson

David Anderson

President & CEO of W!se

Alison McQueen

Alison McQueen

Licensed Associate Real Estate Broker, REALTOR®

Charles Fisher

Charles Fisher

Financial Literacy and Entrepreneurship Mentor

Eric Wang

Eric Wang

Senior Financial Planner, The Bonadio Group

Sanjay Pani, New York Financial Educators Council Advisory Board

Sanjay Pani

Founder and CEO, Rally Bulls

Texas State Chapter Board Members

Dr. Melissa Weathersby

Dr. Melissa Weathersby

President and CEO of 5-Star Empowerment

Marlon Green

Marlon Green

Founder of the Prosperous Athletes Financial Education

Gerardo King

Gerardo King

Investment Banker, Member of the Board of Directors of Peak 10 Energy

Sharita M. Humphrey

Sharita M. Humphrey

Certified Financial Education Instructor

Paul Goebel

Paul Goebel

Founding Director (RET) of the UNT Student Money Management Center

Vince Shorb, NFEC CEO

Vince Shorb

Founder & CEO of the National Financial Educators Council

Dr. Tyson Garfield

Dr. Tyson Garfield

Personal Finance Expert and founder of TheMedicineCheck.com

Kheadrick Hunt

Kheadrick Hunt

Founder, Community Champion Organization Grace & Glory

Illinois State Chapter Board Members

Elizabeth Cruz

Elizabeth Cruz

Owner and Founder of Moxie Financial Wellness

Craig Hill

Craig Hill

Founder & CEO of SPENDiD

Darrin “Boomer” Williams

Darrin “Boomer” Williams

CEO of Vertex Credit & Financial

Tim Shimp, EdD

Tim Shimp, EdD

Educational Learning Designer with DLR Group

Heidi Albert

Heidi Albert

Director, People & Culture for The Greenwood Project

Dustin Voss

Financial Education Specialist State: Illinois

Dorenda Monique Clink

Director of Community Outreach & Education at Vested Interest Financial Group, LLC

Ohio State Chapter Board Members

Irene Day

Irene Day

President and CEO of IreneDay.com

Melvin J. Scales

Melvin J. Scales

Executive Vice President of Meridian Resources and Senior Advisor with Armstrong-McGuire

Amy McMaster

Amy McMaster

Financial Coach for the Northwestern Ohio Community Action Commission (NOCAC) & Financial Opportunity Center (FOC)

Nathan Nguyen

Nathan Nguyen

Certified Financial Education Instructor (CFEI®), Business Farmer, Coach, Mentor & Best-Selling Author: Money Smarts

Bill Field

Bill Field

User Experience (UX) Director for the National Financial Educators Council (NFEC)

Ray’Chel Wilson

Ray’Chel Wilson

Teacher & Author of Black Wealth Freedom

J.M. (Jack) Towarnicky

J.M. (Jack) Towarnicky

HR/Benefits Plan Sponsor and Plan Fiduciary Leadership Roles at Four different Fortune 500 companies

Georgia State Chapter Board Members

Dr. Brenda Oldham

Dr. Brenda Oldham

Financial Literacy Expert – Oakland County, MI

Penny Rolle

Penny Rolle

Office Manager
MONTAG Wealth Management

Kamilah Williams

Dr. Kamilah Williams

Financial Educator – Gwinnett County, GA

K. Alexandra Escobar

K. Alexandra Escobar

Financial Literacy Advocate

Joshua Bunkley

Joshua Bunkley

Certified Financial Coach

Ronke Adetoba Adeyemi

Ronke Adetoba Adeyemi

Chief Education Officer (CEO)

Obioha Okereke

Obioha Okereke

Consultant, Slalom

Tina Browning

Tina Browning

Vice President, Banking, Effingham County, GA, CFEI®

Reginald Bennett

Reginald Bennett

CEO and President, The Legacy Empowerment Solutions Group

Jervis Hough

Jervis Hough

Chief Compliance Officer / Chief Operating Officer, Blaylock Van

Michelle Dobbins

Michelle Dobbins

VP of Marketing, Credit Union of Georgia

Colorado State Chapter Board Members

Shangra-La Jones

Shangra-La Jones

Founder, Colorado Financial Literacy Project

Michigan State Chapter Board Members

Shangra-La Jones

Brandon Biddles

Founder, Managing Partner, and Chief Investment Strategist at Biddles Group