Staff

Counselors and Educators

Lisa Terry, Counselor and Educator

  • Certified Credit and Housing Counselor through the National Foundation for Credit Counseling
  • Certified Housing Counselor through The Association of Housing Counselors
  • Certified in Advanced Foreclosure Intervention and Default Counseling through the NeighborWorks America Center for Homeownership Education and Counseling
  • Certified Consumer Credit Educator through the National Foundation for Credit Counseling
  • BS in Business Finance from High Point University
  • BS in Psychology from High Point University
EmailLisa@financialpaths.org

Terri Gosh, Financial Specialist/Counselor

  • Certified Credit Counselor through the National Foundation for Credit Counseling
  • Certified through the N.C. Seniors Health Insurance Information Program to provide insurance counseling (SHIIP)
  • Certified Options Counselor
  • Nationally Qualified HUD/HECM Reverse Mortgage Counselor
  • B.S. in Political Science from UNCG in 2006
  • Notary Public
EmailTerri@financialpaths.org

Vera Guthrie, Counselor

  • Certified Credit and Housing Counselor through the National Foundation for Credit Counseling
  • Certified Financial Educator through National Foundation for Credit Counseling
  • Certified Reverse Mortgage Counselor through the North Carolina Housing Finance Agency
  • Nationally Qualified HUD/HECM Reverse Mortgage Counselor
  • Certified through the N.C. Seniors Health Insurance Information Program to provide insurance counseling(SHIIP)
  • Completed training in Foreclosure Prevention
  • Completed HUD training in Loss Mitigation
  • Notary Public
EmailVera@financialpaths.org

Deborah Litaker, Counselor

  • Certified Credit and Housing Counselor through the National Foundation for Credit Counseling.
  • Certified Reverse Mortgage Counselor through the North Carolina Housing Finance Agency
  • Certified through the N.C. Seniors Health Insurance Information Program to provide insurance counseling (SHIIP)
  • Nationally Qualified HUD/HECM Reverse Mortgage Counselor
  • Completed training in Foreclosure Prevention
  • Completed HUD training in Loss Mitigation
EmailDeborah@financialpaths.org

Madeline Mullins, Counselor

  • Certified credit and housing counselor through the National Foundation for Credit Counseling
  • Certified Housing Counselor through the Association of House Counselors
  • NCHEC Certification in Housing Counseling through NeighborWorks America
  • Foreclosure Counseling Certification through NCLR & NHNLA
  • 14 years as a mortgage Representative at Wachovia Bank/now Wells Fargo Bank
EmailMmullins@centerforhomeownership.org

Mark Shore, Counselor

  • Certified Credit and Housing Counselor through the National Foundation for Credit Counseling
  • Certified Housing Counselor through The Association of Housing Counselors
  • 25 years banking industry experience prior to joining Financial Pathways
  • Bachelors degree in Business Administration from UNC Charlotte
  • NC Real Estate Broker’s license
EmailMark@financialpaths.org

Regina Smith, Counselor

  • Certified Credit and Housing Counselor through the National Foundation for Credit Counseling
  • Certified Housing Counselor through the North Carolina Association of Housing Counselors
  • Certified in Advanced Foreclosure Intervention and Default Housing Counseling through the Neighborworks America Center for Home Ownership Education and Couseling
  • 10 years of banking experience prior to joining Financial Pathways of the Piedmont
  • B.A. in Psychology from High Point University
EmailRegina@financialpaths.org

Jerel Swinson, Counselor and Educator

  • Certified Credit and Housing Counselor through the National Foundation for Credit Counseling
  • B.S. in Business Management from Winston Salem State University; 2012
  • A.A.S in Non Profit Management from Forsyth Technical University; 2014
EmailJerel@financialpaths.org

Sharon Thomas, Housing Educator

  • Certified Housing Counselor through the Association of Housing Counselors.
  • Certified Housing Counselor and Certified Consumer Credit Counselor through the National Foundation for Credit Counseling
  • Fair Credit Reporting Act Certification
  • Housing Couseling Management Certification through the National Council of La Raza (NCLR)/National Homeownership Network Learning Alliance (NHNLA)
  • NCHEC Certification in Pre-Purchase Homeownership Education through NeighborWorks America
  • Women’s Emerging Leaders Program through Hands On Northwest North Carolina
  • Bachelor of Science Degree in Business Administration
  • Real Estate Agent for 3 years
EmailSthomas@centerforhomeownership.org

Jeff Yates, Counselor

  • Certified Credit and Housing Counselor through the National Foundation for Credit Counseling
  • Certified Credit Counselor through the Naional Association of Certified Credit Counselors
  • Certified Housing Counselor through The Association of Housing Counselors
  • BS in Business Administration and Economics from High Point University
  • 25+ years experience in Financial Services
EmailJeff@financialpaths.org

Representative Payee Program of the Piedmont

Erica McKnight, Financial Benefits Counselor

EmailErica@financialpaths.org

Patti Beechey, Financial Benefits Specialist

Emailpatti@financialpaths.org

Staff

Michelle Shuey, Administrative Assistant

EmailMichelle@financialpaths.org

Megan Thompson, Resource Development Coordinator and Board of Directors Liasion

EmailMegan@financialpaths.org

Melissa Pegram, Administrative and IT Coordinator

EmailMelissa@financialpaths.org

Micky Brim, Administrative Assistant

EmailDhile@financialpaths.org