Leadership

Phyllis Caldwell-George

Phyllis Caldwell-George

President and CEO

Phyllis joined Financial Pathways of the Piedmont in 1998 as a financial counselor and the following year became the housing director. She brings over 22 years of nonprofit management experience to her role as head of this organization. Prior to becoming the President and CEO, she oversaw the agency’s Financial Management and Debt Counseling and Housing programs as well as the Center for Homeownership, a one-stop housing counseling center, which has assisted hundreds of families in obtaining homeownership through a nationally recognized pre-homeownership education course.

Earlier in her career, she received recognition for assisting in creating a housing counseling program for five Native American Tribes as part of President Clinton’s initiative to increase Native American homeownership. 

Phyllis is a passionate advocate of the importance of asset building for low-to-moderate income households and as a leader in the community, she has partnered and collaborated with government agencies, funding partners, and other non-profits. She has served as trainer, speaker, and educator for many housing counseling and financial education conferences, workshops, and training events.

 

Education

BA Not-for-Profit Management, Salem College and Excellence in Nonprofit Leadership and Management at the Southeast Center for Organizational Leadership, High Point University

 

Service/Certifications/Membership

  • Affordable Housing Group of North Carolina, board member 
  • New Horizons/Fair Housing Summit Planning Committee of the Winston Salem Human Relations Department
  • S.G. Atkins Community Development Corporation, board member
  • North Carolina Housing Coalition, member
  • Leadership Winston-Salem, class of 2009
Pamela Anglin

Pamela Anglin

Chief Development Officer

Pam joined FPP in January 2020 and has spent the past 20+ years working for local nonprofits including Big Brothers Big Sisters, United Way, BoysCAMP, Kaleideum, Habitat for Humanity, and Goodwill. She has served in varied roles across the nonprofit sector including case manager, program director, loaned executive, executive director, VP of Development and Marketing, board member/chair, and is an independent contractor/consultant. Pam has enjoyed being involved in and raising her sons (Darius and Landon) in the Winston-Salem/Forsyth County community. For many years she considered Winston-Salem to be a big city after being raised on a tobacco/livestock farm in Marshall, North Carolina, with her parents, 7 brothers and sisters, and lots of animals.
 

Education

BA Religion/Education, Wake Forest University and Certification in Nonprofit Management, Duke University
 

Service/Certifications/Membership

  • Association of Fundraising Professionals: Triad Chapter member, board member, 2021 State Conference Chair. Formerly: President, Secretary, state conference chair, vice chair, 2018 Triad Professional Fundraiser of the Year
  • City of Winston-Salem Outstanding Women Leaders 2019
  • Leadership Winston-Salem Class of 2009: Currently, Education Day Committee, formerly Program Council, Alumni Council
  • Women’s Fund: member, Grants Committee member. Formerly, Diversity and Inclusion Committee
  • Kaleideum: board member, Development and Marketing
  • Smart Start of Forsyth County, Measurement and Allocations Committee
  • Women’s Council at Novant Health member
Ryan Gerace

Ryan Gerace

Finance Director

Ryan joined the staff at Financial Pathways in February of 2019 as Finance Director. He brings with him over 15 years of accounting experience. After residing in New York most of his life, Ryan relocated to North Carolina in 2008. At Financial Pathways, Ryan is an integral and critical part of the agency’s fiscal activities including AP/AR, budgeting, audit review, recordkeeping, and reconciliations. In his free time, Ryan enjoys hiking, golf, and fly fishing. Ryan and his wife Kathyrn reside in High Point.

Education

B.S. in Accounting, Clarkson University

 

Service and Memberships

  • Member, High Point Elks Lodge
  • Asset Building Coalition of Forsyth County, board member, treasurer
Melissa Pegram

Melissa Pegram

Human Resources and Data Specialist

Melissa has been with Financial Pathways since 2008, with her first role focusing on reporting during the foreclosure crisis at that time. Currently, she performs a broad range of duties, mainly working in conjunction with the contracted HR and IT personnel. Before joining Financial Pathways, she accrued over 25 years of experience in various administrative roles. A longtime resident of North Carolina, she has called Winston-Salem home for over 16 years.

 

Education

B.S., Elementary Education, University of NC at Greensboro

Patti Sears

Patti Sears

Representative Payee Program Director

Patti joined Financial Pathways as Director of the Representative Payee Program in 2018. She oversees the staff working with clients who receive Social Security benefits and need the assistance of a Payee to manage their funds.  Before she joined Financial Pathways as the Director of this Program she worked as a Representative Payee. Patti had wonderful experience previously working with vulnerable populations from her time being the Accounts Payable and Accounts Receivable Supervisor at a center created to help adults with intellectual and developmental disabilities to reach their full potential.  Through this journey she discovered her true passion is to work in an area that can bring positive change to those suffering with mental health and developmental disabilities.

 

Education

Appalachian State University, Boone, NC.  Concentration in Special Education

Lisa Terry

Lisa Terry

Money Management and Education Director

Lisa Terry joined Financial Pathways in 2002 as an administrative assistant. Lisa has worked in various capacities during her time at FPP including housing counselor, financial coach, and Program Coordinator of Financial Education Program. Lisa understands the importance of financial literacy and the impacts it can have on financial well-being. Her passion is in Financial Education and Coaching to assist clients in transforming personal money management into a skill instead of a chore all while encouraging positive financial behaviors.

 

Education

BS-Business Administration minor in Finance and Psychology, High Point University

 

Service/Certifications/Membership

  • Certified Credit, Educator and Student Loan Counselor, by the National Foundation for Credit Counseling; certified housing counselor by HUD
  • Certified Financial Coach, by the Neighborworks Training Institute
  • Chairperson of the Financial Capability Committee for the Asset Building Coalition of Forsyth County
Sharon Thomas

Sharon Thomas

Housing Director

Sharon Thomas joined Financial Pathways in 2002 as an Individual Development Account Success Coach and has over 17 years of experience in providing one-on-one comprehensive housing counseling and homebuyer education workshops. Since that time, she has served in several roles at the organization and currently serves as the Housing Director. Sharon is passionate about assisting clients avoid foreclosure, in finding affordable housing to rent, and guiding potential homebuyers through the home buying process to obtain homeownership. Homeownership stabilizes neighborhoods and strengthens communities.

 

Education

BS – Business Administration, Winston-Salem State University

 

Service/Certifications/Membership

  • Certified Credit and Housing Counselor, by National Foundation for Credit Counseling
Megan West Thompson

Megan West Thompson

Director of Marketing and Communications

Megan joined Financial Pathways in 2013. She oversees all marketing and communication activities, including community outreach and events. Before joining Financial Pathways, she was an account manager for a printing and marketing firm in Winston-Salem, and spent several years as the Public Relations, Marketing and Fundraising Director for Stokes Reynolda Memorial Hospital and Hospice of Stokes County.

When she isn’t working, you’ll find Megan on the baseball field with her son, Harper at the horse barn with her daughter, McKenna, or answering the question “why” for the eleventy-bajillionth time.

 

Education

B.A., Communications, Salem College


Service/Certifications/
Membership

  • Winston-Salem Asset Building Coalition member
  • Past Chair, Business Connection Networking Group (BCNG)
  • Volunteer; Stokes Volunteer Board and Fur-Ever Friends

Meet Our Staff

SFC Program Assistant

SFC Program Assistant

Info@FinancialPaths.org

Jeanine Alejandro

CHO Program Assistant

Jeanine@FinancialPaths.org

Ada Harshaw

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

Ada@FinancialPaths.org

Gwen Teal

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 Student Loan Counselor through the National Foundation for Credit Counseling
  • Certified HUD Counselor

Gwen@FinancialPaths.org

Latricia Grace

Benefits Counselor

Latricia@FinancialPaths.org

Sheryl Hardin

Benefits Counselor

Sheryl@FinancialPaths.org

Deborah Litaker

Counselor

  • Certified Credit and Housing 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 Student Loan Counselor through the National Foundation for Credit Counseling
  • 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 Winsalm College

Deborah@FinancialPaths.org

Michelle Shuey

Administrative Assistant

Michelle@FinancialPaths.org

Luna Williams

Counselor

  • Certified Pre-Purchase Housing Counselor through the Neighborhood Stabilization Corporation
  • Certified Housing Counselor through the National Foundation for Credit Counseling
  • Certified Credit Counselor through the National Foundation for Credit Counseling
  • Certified HUD Counselor through Neighborhood Stabilization Corporation
  • B.S. degree in Gerontology from Winston Salem State University
  • Minor in Mass Communication from Winston Salem State University
  • Masters in Healthcare Administration from Winston Salem State University
  • 11 years experience in working in the non-profit sector as a homeless housing case manager and emergency assistance

Lwilliams@centerforhomeownership.org

Improving lives through financial counseling, coaching, and education.