Improving lives through financial counseling, coaching, and education.

Officers

Chair

Mike Fisher, Diversified Trust Company

Vice Chair

Kevin Osborne, Forsyth Tech Community College

Treasurer

Joe Carroll, Bank OZK

Secretary

Lynn Spillman, Retired, Wake Forest Baptist Health

Immediate Past Chair

Kathy Cissna, Retired, Reynolds American

President and CEO

Phyllis Caldwell-George, Financial Pathways

Directors

Veronica Calderon, DeVry University

Brent Carlton

Jim Cowles, RAI Services Company

Crissy Dixon, Craige Liipfert & Walker

Dr. Aparna Gosavi, Winston-Salem State University

Andy Harding, Bernard Robinson & Company

Michelle Koster, Allegacy Federal Credit Union

Dr. Sherri Lawson-Clark, Wake Forest Univeristy

Scott Lefelar, Syngenta Crop Protection, LLC

Martha Logemann, Logemann & Company

Ronda Mays, Winston-Salem/Forsyth County Schools

Amber Morris, PNC Financial

Jamarkus Swinson, Piedmont Federal Savings Bank

Patrice Toney, City of Winston-Salem