Lorena Muñoz-Holladay

Bilingual Financial Counselor

  • Certified Consumer Credit Counselor through National Foundation for Credit Counseling

Lorena@FinancialPaths.org

Ada Harshaw

Certified Credit and Housing 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 HUD Counselor
  • Serves on the Forsyth Eviction Diversion Committee

Ada@FinancialPaths.org

Kelly Kliman

Financial Counselor

  • B.A. in History and Minor in World Religions, High Point University

Kelly@FinancialPaths.org

Jaceda Cherry

Housing Educator and Counselor

  • Certified Credit and Housing Counselor through the National Foundation for Credit Counseling
  • Jaceda@FinancialPaths.org

    Deborah Litaker

    Counselor, Senior Financial Care

    • Certified Credit Counselor, Housing Counselor, and Student Loan 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)
    • Certified Options Counselor
    • Nationally Qualified HUD/HECM Reverse Mortgage Counselor
    • Completed training in Foreclosure Prevention
    • Completed HUD training in Loss Mitigation
    • Associate Degree in Business Administration Management from Salem College

    Deborah@FinancialPaths.org

    Yolanda Anukwuem

    FPP Receptionist/Administrative Assistant

    Info@FinancialPaths.org

    Sheryl Hardin

    Representative Payee Program Coordinator

    • Experience working with individuals with IDD and special needs for 25+ years

    Sheryl@FinancialPaths.org

    Brianna Doss

    RPP Benefits Counselor

    • Associates Degree, Pace University

    Brianna@FinancialPaths.org

    Tracy Thomas

    Representative Payee Program Assistant

    • B.A. in Psychology, Winston-Salem State University

    Melissa Smrdel

    Representative Payee Program Assistant

    Melissasmrdel@FinancialPaths.org

    Linda Thorns

    Center for Homeownership Program Assistant

    Linda@FinancialPaths.org

    Lorena Muñoz-Holladay

    Bilingual Financial Counselor

    • Certified Consumer Credit Counselor through National Foundation for Credit Counseling

    Lorena@FinancialPaths.org

    Ada Harshaw

    Certified Credit and Housing 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 HUD Counselor
    • Serves on the Forsyth Eviction Diversion Committee

    Ada@FinancialPaths.org

    Ada@FinancialPaths.org

    Jaceda Cherry

    Housing Educator and Counselor

    • Certified Credit and Housing Counselor through the National Foundation for Credit Counseling

    Jaceda Cherry

    Housing Educator and Counselor

    • Certified Credit and Housing Counselor through the National Foundation for Credit Counseling

    Jaceda@FinancialPaths.org

    Deborah Litaker

    Counselor, Senior Financial Care

    • Certified Credit Counselor, Housing Counselor, and Student Loan 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)
    • Certified Options Counselor
    • Nationally Qualified HUD/HECM Reverse Mortgage Counselor
    • Completed training in Foreclosure Prevention
    • Completed HUD training in Loss Mitigation
    • Associate Degree in Business Administration Management from Salem College

    Deborah@FinancialPaths.org

    Yolanda Anukwuem

    FPP Receptionist/Administrative Assistant

    Info@FinancialPaths.org

    Sheryl Hardin

    Representative Payee Program Coordinator

    • Experience working with individuals with IDD and special needs for 25+ years

    Sheryl@FinancialPaths.org

    Brianna Doss

    RPP Benefits Counselor

    • Associates Degree, Pace University

    Brianna@FinancialPaths.org

    Tracy Thomas

    Representative Payee Program Assistant

    • B.A. in Psychology, Winston-Salem State University

    Melissa Smrdel

    Representative Payee Program Assistant

    Melissasmrdel@FinancialPaths.org

    Linda Thorns

    Center for Homeownership Program Assistant

    Linda@FinancialPaths.org

    Improving lives through financial counseling, coaching, and education.

    Board of Directors

    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

    Brent Carlton, Context Business Lending

    Jim Cowles, RAI Services Company

    Carol Davis, S.G. Atkins CDC

    Laura Dezarn, Truliant Federal Credit Union

    Crissy Dixon, Craige Jenkins Liipfert & Walker LLP

    Dr. Aparna Gosavi, Winston-Salem State University

    Andy Harding, Bernard Robinson & Company

    Dr. Sherri Lawson-Clark, Wake Forest Univeristy

    Scott Lefelar, Syngenta Crop Protection, LLC

    Martha Logemann, Logemann & Company

    Treva Loyd, Allegacy Federal Credit Union

    Ronda Mays, Winston-Salem/Forsyth County Schools

    Jamarkus Swinson, Piedmont Federal Savings Bank

    Patrice Toney, City of Winston-Salem