Improving lives through financial counseling, coaching, and education.
Board of Directors
Officers
Chair
Andy Harding, Bernard Robinson
Vice Chair
Treva Oliphant, Allegacy
Treasurer
Gray Barbour, First Bank
Secretary
Sherry Lawson Clark, Wake Forest University
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
Joe Carroll, Bank OZK
Jim Cowles, Retired, Reynolds American
Carol Davis, S.G. Atkins CDC
Laura Dezarn, Truliant Federal Credit Union
Crissy Dixon, Craige Jenkins Liipfert & Walker LLP
Cynthia Kelley, Merrill Lynch
Scott Lefelar, Syngenta
Jeff McDowell, First Horizon Bank
Kevin Osborne, Forsyth Technical Community College
Pamela Spalding, Z. Smith Reynolds Foundation
Lynn Spillman, Retired, Atrium Health
Jamarkus Swinson, Piedmont Federal Bank
