The NFEC team comes from diverse backgrounds and experience, yet all team members share a focused passion to build financial wellness champions around the globe so they can foster greater financial well-being in the lives of people in their communities. The goal is to empower champions with the tools they need to help others financially so their basic human needs are met and they are able to work toward fulfilling their lifestyle goals.
The NFEC’s Advisory Board members come from diverse backgrounds, yet share one similar goal – to help push the financial wellness movement forward. Board members serve in a variety of roles to support the Leadership Team to develop leading educational resources, expand our business, and create positive social change.
Our team members are the backbone of the company. Our mission to foster greater financial well-being in communities around the globe is directly supported by our team’s efforts and commitment.
The National Financial Educators Council gives its heartfelt thanks to all the influencers who support financial literacy and contribute to the NFEC’s campaigns. Their support helps the NFEC raise awareness by sharing messages that resonate with people around the world, inspiring them to take positive action toward securing their financial futures.
Wilmer Valderrama is a highly successful actor, entrepreneur and philanthropist. After starring in That 70’s show, Wilmer was the creator and star of MTV’s “Yo Momma”, and is the voice of Disney Channels’ popular animated program “Handy Manny”. Valderrama has also had great success crossing over to the big screen performing in a host of feature films. Most recently, Valderrama has been added to the film “Larry Crowne” with a superb cast including Tom Hanks and Julia Roberts. Now you can watch him Thursday nights on his latest series “Awake”. Follow Wilmer on Twitter at: @WillyVille
Brandon Lloyd, All-Pro NFL wide receiver for the New England Patriots, brings his passion for helping today’s youth to support the financial literacy movement. Lloyd personally visited Lowell High School in Massachusetts as part of the Money XLive Ambassador program to encourage students to work hard, follow their passions and to teach personal finance topics. Yahoo Sports featured a 4 minute video of this visit and this helped to generate over 1,000,000 impressions that promoted financial education.
John Salley is recognized as the first player in NBA history to play on three different championship-winning franchises and holds four NBA Championship rings. He was Commissioner of the American Basketball Association, host of “The Block Party’ for 100.3 the Beat in LA and The Best Damn Sports Show Period. John Salley also starred in the TV show “I’m a Celebrity Get Me Out of Here!”. He is a practicing vegan, a successful business person and philanthropist. Visit JohnSalley.com to learn more. Follow John on Twitter at: @theJohnSalley
Amy Faber joined Duquesne University in 2016 as the University’s first-ever Treasurer. In her current role at Duquesne, Associate Vice President and Treasurer, Ms. Faber is responsible for banking relationships, cash management, investments, debt, treasury and merchant services, including PCI DSS compliance. Prior to joining Duquesne, she worked from 2005-2016 at Carnegie Mellon University in various roles, including Assistant Treasurer.
Amy oversees the Shared Services and Auxiliary Services functions of the University. She also supports the Budget Committee, Retirement Committee, Audit and Finance Committee, and Investment Committee of the Board of Directors.
She is a graduate of Carlow University, where she earned her Bachelor’s degree in accounting with a minor in business administration. In addition to earning her Certified Treasury Professional designation in 2010, Ms. Faber also completed the Institute for Educational Management course at the Harvard Institutes for Higher Education in 2019 and at the Carnegie Mellon Leadership Academy in 2010.
Corey Beckett, a member of the Federal Government’s Senior Executive Service, has been the United States Secret Service Deputy Chief Financial Officer since April 2017. In this role, he provides executive leadership for the development and execution of a $2 billion enterprise budget and portfolio resourcing the agency’s integrated missions of protection and criminal investigation. He oversees the definition, development, implementation, and stewardship of all Secret Service program budgeting of resources, as well as all agency internal financial management, relocation, travel, and procurement processes.
Before assuming his current position, Mr. Beckett was the Comptroller and Chief Financial Officer for the United States Defense Security Service (DSS). In this capacity, he was the primary advisor to the Director, DSS in the areas of budget formulation, budget execution, financial management and policy, financial systems, and cost reporting. He also provided executive leadership to the agency’s safety, logistics, and facility management programs and contracting offices.
Mr. Beckett began his federal government service as a Budget Analyst within the Office of the Secretary of Navy, Comptroller, with assignments throughout the Department of the Navy to include Headquarters, Systems Command, Fleet Staffs, and the Office of the Secretary of Defense. From 1993–2006, Mr. Beckett held a variety of positions with increasing responsibility at both the headquarters and field level of the Department of the Navy, in which he was responsible for planning and programming, budget formulation, justification and execution for a variety of operating and investment programs. Mr. Beckett is also an adjunct professor of Public Administration at several colleges and universities where he teaches a variety of courses.
Mr. Beckett holds a Bachelor of Science degree from Tuskegee University, a Master of Public Administration degree from Central Michigan University, and a Doctor of Public Administration degree from the University of Baltimore.
Dr. Pamela Rosa, as the president of Rosa Educational Consulting, provides a wide range of intellectually engaging AND high-energy teaching, mentoring-coaching, and leadership learning opportunities. Pam has served as an award-winning principal, district curriculum and professional development coordinator, state school improvement consultant, director of early learning center, and a teacher/instructional coach at all grade levels.
In her role as Director for Effective Teaching Practices at a non-profit “think tank”, Pam focused on increasing teaching effectiveness through collaborative partnerships between union and administrative leadership.
As a charter member of the Danielson Group, Pam has provided extensive educational support in designing and implementing The Framework for Teaching evaluation and professional growth processes, integrating enhanced Mentoring and Coaching approaches, facilitating collaborative learning-focused conversations, and guiding the implementation of District/School Improvement structures using SMART tools and processes.
Pam’s current action research efforts focus on validation of The Framework for Teaching in early learning grades (PreK-3rd Grade) and development of PK3TeachLeadGrow.org in partnership with The Center for the Study of Educational Policy at Illinois State University, maximizing teacher evaluation for student learning, and integration of The Framework for Teaching Clusters into the high-leverage teaching, coaching, and leadership modules (both in person and virtually).
Kenneth Abbott recently retired from the position as America’s Chief Risk Officer at Barclays Bank. Prior to that he was Chief Operating Officer (COO) for all Firm Risk at Morgan Stanley, a position he held for over nine years. While at Morgan Stanley, he covered Commodities, Rates, FX, Retail, and Emerging Markets businesses, and was CRO for Morgan Stanley’s buy-side activity.
He also spent 14 years at Bankers Trust in a number of trading, research, and risk management positions. He spent over five years at Bank of America in several senior Market Risk Management roles. Abbott currently sits on the Boards of the New Jersey Scholars Program, the Harvard Club of New Jersey, and CGU’s Financial Engineering Program, where he has recently been appointed as a Senior Fellow.
Ken Abbott has a Bachelor of Arts in Economics from Harvard University; a Master of Arts in Economics and a Master of Science in Statistics and Operations Research from New York University.
Robert Kinzer retired from the Federal Deposit Insurance Corporation (FDIC) in 2017 after 31 years of service. He served as a Senior Community Affairs Specialist for the FDIC in his final two years. He traveled throughout the United States teaching and promoting financial education and economic inclusion to state legislators, education administrators, teachers, and consumers. The majority of Mr. Kinzer’s years at the FDIC were served as a Senior Financial Management Analyst, in which role he produced the corporation’s monthly and quarterly financials to be distributed to the FDIC Chairman and Board, Executives and Managers, Congress, and the public.
Mr. Kinzer has received the FDIC Chairman’s Nancy K. Rector Award for public service. He is a Senior Fellow with the Partnership for Public Service and a member of the Alpha Phi Alpha Fraternity. Mr. Kinzer is a native of Washington, D.C. and a graduate of Woodrow Wilson High School. He attended Penn State University and Texas A&I University, and received his undergraduate degree in Sociology and Anthropology from the University of the District of Columbia. After attending college, Mr. Kinzer played professional basketball in England and Scotland for five years.
Jonathan Walker is a Business, Marketing, and Cooperative Education teacher for Kirksville Area Career Center in Kirksville, Missouri. He teaches dual-credit business classes through Moberly Area Community College and the University of Central Missouri.
Jonathan is an advisor to Future Business Leaders of America, E-sports, and the National Technical Honor Society; he holds a Master’s in Business and Administration degree from William Woods University and an Education Specialist degree in Career and Technical Education from the University of Central Missouri. He has experience in human resources, business management, and finance. Mr. Walker (ABD) is a candidate for a doctoral degree in P-20 Education Leadership and Policy from Murray State University, expecting to graduate in Summer of 2021. He was a member of the Missouri Department of Elementary & Secondary Education (DESE) MSIP 6 Successful Student subcommittee in 2017 and is currently serving on two DESE advisory councils: Career Technical Education (CTE) and Business, Marketing and Information Technology (BMIT). Jonathan was a member of DESE’s Personal Finance Content and Bias Review committee and Cooperative Education Policy Review committee in 2018. He is a member of the National Society of Leadership and Success.
As Director of the District of Columbia / National Capital Area Office for the U.S. Department of Housing and Urban Development (HUD), Marvin Turner oversaw four divisions with an annual economic output exceeding $1 billion in grants and over $4 billion in financings. As the Senior HUD Official in the market, Marvin leads the agency in affordable housing development, homeless prevention, foreclosure mitigation, and sustainable development. Initially hired into the Office of the Secretary, Mr. Turner went on to spend over 10 years in HUD Headquarters as a liaison to field offices around the country and served as the Chief of Emergency Preparedness, earning the Associate Business Continuity Professional designation from the Disaster Recovery Institute.
Marvin was a leading strategist in the formation of the HUD program entitled America’s Private Investment Companies (APIC), which was designed to provide for the significant expansion of private equity capital for the creation or relocation of large-scale businesses in distressed central cities and rural areas. He has received recognition from the White House and other government officials and has been recognized for his transformational leadership. Mr. Turner has frequently been called upon to coach Federal leadership in several agencies.
Aryav Bothra is a high school junior from Chicago. He is the founder and CEO of The Teen Trillionaire, a 501(c)(3) nonprofit organization working to make youth financial literacy more equitable to teens of all socioeconomic backgrounds. Toward its mission of inspiring a generation of more financially independent and educated teens, The Teen Trillionaire offers free financial consulting services that allow teens to get the answers they need on a wide variety of topics – from auto insurance to saving for the future.
Aryav is also an internationally-recognized debater in Model UN and loves to write. As part of the NFEC’s Advisory Board, he is eager to bring a fresh perspective to projects and discussions.
Dr. Matt J. Goren is an Assistant Professor of Financial Planning at The American College of Financial Services. He is an acclaimed teacher and speaker who focuses on the interplay of personal finance and psychology. His radio show and podcast, Nothing Funny About Money, was named 2018’s most outstanding consumer financial information resource by the Association for Financial Counseling & Planning Education (AFCPE).
Goren has created and expanded financial literacy programs that now help thousands of students ranging in age from children to seniors. In 2017, his team at the University of Georgia’s ASPIRE Clinic was named Pro Bono Advisors of the Year by Financial Planning Magazine.
Goren received his doctorate in psychology from the University of California Berkeley in 2014 and his CFP® designation in 2018.
Dr. Timothy Shimp is Superintendent of Schools for the Yorkville CUSD 115 in Yorkville, IL. Over his 27 years as an educational leader, Dr. Shimp has been instrumental in curriculum development and instructional best practice implementation; raising student achievement outcomes; bringing greater equity, access, and rigor to student learning experiences; and supporting a district culture of personalized learning.
Dr. Shimp believes that communities must partner together to bring timely and relevant financial education to all generations, help individuals and families change their stories and gain a true understanding of their financial situations, provide education and proven life-changing solutions to ignite optimism and progress, and assist individuals to solidify behaviors and create action plans to eliminate debt and gain wealth.
Thomas Charla is a marketing professional at MassMutual Financial Group focused Financial Planning and Wellness. In this role, Tom developed a comprehensive financial education program and curriculum to help individuals manage their day-to-day finances, understand important financial products, and prepare for the future including retirement, investing and Estate Planning.
Tom provides on-going training to financial professionals throughout MassMutual’s distribution system on how to implement a financial education program. Tom also consults one-on-one with individual planners and teams on best practices and the creation of effective curriculums for specific audiences. To date, Tom’s financial education program has been used successfully with employees in hundreds of companies, both large and small, throughout the country.
Prior to Tom’s current role, he was instrumental in helping MassMutual build their small business owner client audience through the development of tools, resources and content. Tom’s efforts help business owners understand the true value of their company, so they can better prepare for their eventual exit from company they created. Tom is also a subject matter expert on various financial products such as disability income insurance and long-term care insurance. Before joining MassMutual, Tom worked in various marketing and advertising roles in a number of business-to-business focused companies including publishing, mining, and advertising firms.
Tom lives in Connecticut with his wife and youngest son, a recent college graduate. Tom enjoys hiking, working in the yard, and cooking family dinner on Sunday night. Tom’s greatest joy is spending time with his family at their small, lake front cabin in the Catskill Mountains.
EDUCATION & CREDENTIALS
- Certified Financial Education Instructor
- Certified Family Business Specialist
- Special Needs Planner designation
- Long Term Care Insurance certification
- B.A., Business administration, Belmont Abbey College, Belmont NC
Dr. Pamela Rosa
Dr. Pamela Rosa is an Educational Consultant and Senior Consultant for Effective Professional Practices at the Danielson Group. Dr. Rosa has supported schools nationally to design, develop, and implement Charlotte Danielson’s 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.
Sarah Eisenstein is a founding teacher in the City University of New York’s nationally recognized CUNY Start program who has worked as a Curriculum and Professional Developer for the past 5 years. She has over 15 years of experience with curriculum writing and teaching, training, and coaching both high- and low-literacy adult learners. She is expert in student-centered learning, with strong technology and design skills; and currently offers instructional design services with specialization in interactive learning experiences through Storyline, Captivate, or Lectora.
Dr. Pamela Enders
Dr. Pamela Enders is a psychologist and peak performance coach. A current faculty member at Harvard Medical School, Dr. Enders also serves as a teacher and supervisor at Massachusetts General Hospital (MGH) in Boston. With three decades of experience, she works with high-performing professionals to project confidence and poise in high-visibility, high-pressure situations.
Kristina McCormick has extensive experience in developing curricula and educational programs from inception. Ms. McCormick was instrumental in developing the NFEC’s project-based learning program for teens and young adults. She applied 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.
Diane Larsen is an award-winning economics teacher and NFEC Instructor. Diane is a 26-year teaching veteran whose awards include being selected as Jump$tart Coalition Outstanding Educator for 2008. She was the only California teacher chosen by CEE and the U.S. State Department to travel to South Africa as part of an international economics teacher exchange program. Her students have won high honors in the California State Stock Market Simulation, placing first in 2008, 2009, and twice in 2012.
Gary Jaeckel is the author of Teaching Personal Financial Education and an NFEC Instructor. His 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 securities industry and corporate finance. He is a recognized expert in teaching personal finance and an advocate promoting personal financial education as a stand-alone course in schools across the country.
Dr. Ann Johnson is an independent consultant who works extensively with international organizations to implement curriculum and assessment reform, develop high-quality leadership teams, and create training and implementation plans. Her practical approach to design and alignment is based on her 30 years of experience as a classroom teacher, associate superintendent, building principal, and adjunct professor to implement long-term curriculum alignment and mapping initiatives.
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 in formal classrooms 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.
Ellen Smith has a Master’s Degree in Early Childhood Special Education and several years of classroom experience. She works with the NFEC to produce and edit smart, practical educational resources that are easy to use. She is skilled and experienced at implementing and adapting curricula to meet the critical needs of learners from diverse backgrounds and competency levels.
Dr. Malia Hoffmann
Dr. Malia Hoffmann is a lifelong educator. With a Bachelor’s in Elementary Middle School education, she began teaching middle school, using integrated technology to motivate students. She earned her Master’s in Educational Technology and became adjunct for Marian University. She took a full-time position with Marian and began pursuing her doctorate in learning technologies at Pepperdine University. Her dissertation applied the technological, pedagogical, and content knowledge (TPACK) framework to study how undergraduate students and faculty use mobile devices for learning.
Kerry Toniolo has a Master’s in Early Childhood Leadership and 13 years in education. She works with students from a wide range of socioeconomic backgrounds, abilities, and disabilities. This experience has taught her a great deal about meeting learners where they are and breaking standards down into scaffolded steps. She believes in designing curriculum that is accessible to all students, challenges them to think deeply about things that matter in their own lives, and allows them freedom to discover and follow their own passions.
Michael Heyman, co-founder of the Reimagined Classroom, has a Master’s in K-6 Education and 10 years of teaching experience in elementary schools and Title I environments. He specializes in IB and STEAM curriculum. He believes that learning happens all around us, all the time; and that all students should have equal access to an amazing education and educational opportunities. He sees the educator’s job as helping facilitate a child’s natural inquisitiveness to foster and develop skills and ideas related to their inquiries.
Brett Meyers, co-founder of the Reimagined Classroom, has his Master’s in K-8 Education and 22 years of experience in nonprofits, international private schools, and public schools. He believes teachers need to focus on the journey of the learning process beyond the end result. He thinks education through inquiry and student ownership is essential to keep kids engaged in the classroom. Thus teachers need to help students not only learn core skills, but also socio-emotional and critical thinking skills to enable their future success.
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.
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. He 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.
Mark Munzenberger has been directly involved in teaching and developing financial wellness programs over the last 20 years. He holds multiple designations as a financial education instructor and financial coach professional, and leverages that knowledge and training to teach personal finance and lead programming across the state of Michigan.
Jana Sosnowski has a Master’s in educational psychology and instructional technology and 12 years teaching experience. Trained in ADDIE and backward design, she has worked as a curriculum and training writer for a math remediation program, several test preparation programs, and pilot and flight attendant training for a major airline. She is a strong writer and excellent communicator proficient in Canvas, Blackboard, and prosumer sites including Thinkific and Teachable. She has worked on many internally-developed LMS and is skilled at writing assessments and interactive learning components.
Maria Belem is an education expert with a degree in accounting who has worked in the financial industry as a Financial Planning Junior Assistant in a major company, as a brokerage agent and insurance agent, in the construction industry as manager of several projects and real estate matters, in the fashion industry as a boutique owner, and in the network marketing industry by joining several companies in her home town.
Dr. Robert Martin
Dr. Robert Martin is a retired university professor and professional communicator with more than 20 years of academic teaching experience in communication. He has extensive experience in social science research, quantitative and qualitative data analysis, academic writing, and publishing. He has published numerous works in top academic journals, books, book chapters, and magazine articles in communication and social psychology. He has been a peer reviewer for various social science journals and manuscript reviewer for Wadsworth Publishing. He fully understands the multidimensional task of writing for different audiences.
With a background in instructional design, organizational development, and adult learning, she specializes in giving employees the tools they need to do their jobs well. As Training Content Developer for the State of Washington Department of Labor & Industries, she works directly with subject matter experts to translate their knowledge into effective instructional content. She enjoys learning about the latest instructional design and eLearning trends and staying up-to-date on the latest technology and software.
Liz da Rosa
This fall began her 23rd year teaching in a college setting, with 17 years in online teaching. She completed her doctorate in adult education with an earned graduate degree in sociology and certificate of graduate study in women’s studies. She has been Adjunct Associate Professor at the University of Maryland; Dean of Education and Education Affiliates at the University of Cincinnati; Instructor at DePaul University and Western Michigan University; and Online Faculty/Course Developer at American Sentinel University.
Chanelle Paul’s knowledge of instructional design models, such as ADDIE and the ACRL Framework for Information Literacy, guide her design process. She is especially proficient in curriculum development, mapping, and assessment. She believes the dynamics of teaching and learning are ever-changing and learners grow increasingly diverse. As an Instructional Designer dedicated to understanding client and learner needs, she is excited to take on new challenges and create new solutions. She is Adjunct Faculty at Southern New Hampshire University and Lead Instructional Designer at Wisewire.
Carolyn Fields is a customer-centric Instructional Designer and published author with 20+ years of relevant experience. She is proficient at generating new content or improving upon existing materials. Her corporate experience focused on safety training, instructional design, and assessment creation. Well-versed in the Instructional Systems Design (ISD) model and Kirkpatrick’s Four Levels of Evaluation, she holds a Master’s in Management, qualification as Myers-Briggs Type Indicator® (MBTI®) practitioner, and certifications from the Society for Human Resource Management (SHRM) and Langevin Learning Services.
Glenn Dawson has a Ph.D. in psychology and extensive experience in academic research, writing, and statistical analyses. He has multiple peer-reviewed publications including a first-authored journal article. He earned his Doctor of Philosophy (Ph.D.) degree in psychology from Case Western Reserve University and his Bachelor of Arts (BA) in psychology from the University of North Carolina, Chapel Hill.
Michelle Cason, with over ten years of experience as an educator, has designed curriculum for dozens of classes across multiple skill levels, individually adapting to the needs of hundreds of students ranging from elementary-aged to graduate level. She holds a PhD in rhetoric and composition, so is well-versed in research practices, academic writing style, and clear organizational strategies. Her proofreading and editing skills are particularly well-honed, and she is able to copyedit quickly and clearly.
Delaney King has a Master’s Degree in Adult Education and more than 10 years of experience as an instructor. Her content experience includes business communication, literacy development, sustainability and environmental issues, adult education, women & gender studies, and cultural diversity. Her educational experience includes content development, instructional design, and curriculum development.
Samantha Faw is an experienced legal writer, educator, and consultant specializing in the academic, technical, and legal fields. She holds a Juris Doctorate (JD), Masters of Law (LL.M), and Masters in Energy Regulation and Law, and uses her extensive skills and experience to serve clients with excellence and precision.
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.
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.
Laura Adams is the 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.
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.
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.
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). Jackson 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 the National Financial Educators Council, Pennsylvania Treasury, Pennsylvania Department of Banking, and Jump$tart Coalition.
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 top expertise as an educator demonstrated by how well his presentations are received by the audiences, and from the post-surveys collected which showed that the material made a strong impact.
Yamila Constantino is an award-winning journalist with two decades of experience in the financial realm. She has been included twice on Hispanic Magazine’s “One Hundred Top Latinas in the U.S.” list. She acquired her financial expertise at Bloomberg TV and Radio where she held various positions, including Head of Production.
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.
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 Bachelor’s 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 Bachelor’s and Master’s Degrees from Northern Illinois University.
Ornella Grosz is a personal finance expert and author 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.
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 where she graduated first in class, Beta Gamma Sigma.
William 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 the MSHR Department of Management at DePaul University.
Natasha Riley-Noah has been active in the financial services industry for more than 20 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 20 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.
Chad Penry brings 20 years of experience in the financial services and personal finance industry into converging financial solutions, philanthropy, entertainment, and business development working with celebrities, artists, athletes, leading industry professionals, and nonprofit organizations. Chad co-founded Money XLive, an edutainment program that teaches youth the value of financial literacy, entrepreneurship, and social responsibility.
Richard White spent four years as an investor at multi-billion dollar hedge funds before launching his own startup. Prior to investing, he was a management consultant for three years. He earned his Doctor of Law (J.D.) degree from Columbia University in the City of New York and a Master’s in international finance from The Fletcher School at Tufts. He also holds a B.S. in Math from Yale University.
Jason Van Steinwyk
Jason Van Steinwyk has been a professional financial industry, insurance, and real estate writer since 2000. He cut his teeth as staff reporter for Mutual Funds Magazine and Time; has MARCOM agency experience as director of business development. His strengths are in investing, insurance, HR, employee benefits, and personal finance content. He has been published by Time, Journal of Financial Planning, NerdWallet, SeekingAlpha.com, Bankrate, WealthManagement.com, ValuePenguin.com, Nasdaq.com, Life & Health Pro, Senior Market Advisor, the Annuity Selling Guide, and MoneyGeek. He also is a 21-year Army veteran.
Paul Hilliard is a versatile Certified Management Accountant (CMA) with a wide variety of corporate accounting experience, from basic bookkeeping to complex GL accounting. He has working experience in cash management, GL account analysis, expense analysis, revenue analysis, forecasting and budgeting, journal entries, financial statement review and analysis, and bookkeeping.
Angela Anderson is a tax and finance expert for a fee-based Q&A site. On a daily basis, she answers multiple questions relating to tax, accounting, general finance, and social security-related matters for individuals throughout the U.S. She also has acquired a basic to intermediate skill set and experience level in the fields of event planning, trade shows, audio editing, voiceovers, audio transcription, general writing, and travel consulting.
Rachel Morey is a journalist specializing in automotive, insurance, and finance content. She has been writing professionally for nearly a decade and has projects both in print and in broadcasting. A native Iowan, Rachel has a special fondness for the open roads of rural America.
Pat Valvanz is an expert copywriter with a B.A. in English and a Master’s in Educational Psychology. She has written copy for offline and online articles, sales pages, and marketing for over 30 years. She writes excellent copy, edits and proofreads existing copy so clients’ online presence shines with professionalism. When the copy is perfect, audiences can focus on the message instead of being distracted by poor spelling, grammar, and syntax. Pat’s broad interests include finances and investing, insurance, women’s issues, cooking, gardening, psychology, and relationships.
Katrina Harris has a background in the Financial Services industry with a degree in Finance and has previously held the Series 66, 7, 9, and 10 licenses with the Financial Industry Regulatory Authority (FINRA). She has worked both in banking and at a brokerage firm.
Jacob Schroeder specializes in financial writing and personal finance content (blogs, newsletters, websites, etc.) having led content production for two multi-billion-dollar financial planning firms. He serves as contributing writer at Kiplinger’s Magazine, Manager of Investor Education at Advance Capital Management, and Senior Financial Writer at Portfolio Solutions.