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

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