The Financial Beginnings board is united through our collective mission.
We're working toward a stronger tomorrow through financial education today. Here's our passionate Financial Beginnings Board of Directors.
OUR BOARD
Bridget Banz
Farmers New World Life Insurance
Farmers New World Life Insurance
Jamese Beauford, MA
Greater Wealth Works
Greater Wealth Works
Pedar Bruce
Umpqua Bank
Umpqua Bank
Holly Files
LaunchPoint Group, LLC
Board Chair
LaunchPoint Group, LLC
Board Chair
Joe Herrle, CFA, CAIA
Ferguson Wellman Capital Management
Board Secretary
Ferguson Wellman Capital Management
Board Secretary
Frewine Kiros
The Center Consultancy
The Center Consultancy
Amanda Lang, CFP, CTFA
AlTi Tiedemann Global
Board Treasurer
AlTi Tiedemann Global
Board Treasurer
Liza Lipson
WhatsApp
Martha Mickelson
JPMorgan Chase
JPMorgan Chase
Grasiela Quevedo-Ramos
Girls Ink of the Pacific NW
(former Financial Beginnings Fellow)
Girls Ink of the Pacific NW
(former Financial Beginnings Fellow)
Tom Soma
Retired Non-Profit CEO
Immediate Past Chair
Retired Non-Profit CEO
Immediate Past Chair
Jeff Strickler
Retired, Education Northwest
Retired, Education Northwest
Duncan Taylor, CBSM
Washington Bankers Association
Washington Bankers Association
Logwone Warrior Mitz
Eagle Strategies LLC
Eagle Strategies LLC
Marc Wright
Retired Banker/Chief Credit Officer
Retired Banker/Chief Credit Officer
Kim Williams
M Financial Group
M Financial Group
OUR ADVISORY BOARD
Mike Fisher, MBA, LIIF
COUNTRY Financial
COUNTRY Financial
John Stirek, MBA
Trammell Crow Company
Trammell Crow Company
John A. Stirek, Sr., MBA
Retired Business Owner
Retired Business Owner
Feel connected to our mission?
We're continually seeking new volunteers and staff to help us deliver our programming to a growing number of communities.
Come join the team!
Come join the team!