Improving lives through financial counseling, coaching, and education.

Board of Directors

Officers
Chair

Andy Harding, Bernard Robinson

Vice Chair

Treva Oliphant, Allegacy

Treasurer

Joe Carroll, Bank OZK

Secretary

Lynn Spillman, Retired, Atrium Health Wake Forest Baptist

Immediate Past Chair

Mike Fisher, Diversified Trust

President and CEO

Phyllis Caldwell-George, Financial Pathways

Directors

Randy Cain, Kerusso Capital Management

Brent Carlton, Huntington Bank

Gray Barbour, First Bank

Jim Cowles, RAI Services Company

Carol Davis, S.G. Atkins CDC

Laura Dezarn, Truliant Federal Credit Union

Crissy Dixon, Craige Jenkins Liipfert & Walker LLP

Cynthia Kelley, Merrill Lynch

Dr. Sherri Lawson-Clark, Wake Forest Univeristy

Scott Lefelar, Syngenta Crop Protection, LLC

Ronda Mays, Stokes County Schools

Kevin Osborne, Forsyth Technical Community College

Pamela Spalding, Z. Smith Reynolds Foundation

Jamarkus Swinson, Piedmont Federal Savings Bank

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