Our vision comes vividly to life when we see our influence grow above and beyond the individual customers.”

Mae Watson Grote

Founder and Chief Executive Officer

Daniel Baptiste

Director of Human Resources and Culture

Haidee Cabusora

Chief Program Officer

Megan Kursik

Director of Business Development

Brianna McKinney

Director of Development

Laura-Ann Pafundi

Director of Finance

Kate Reeves

Chief Business Development Officer

Bridget Tate

Director of National Programs


David Bautista

Assistant Director of Product Development

Megan Bolado

Assistant Director of Fintech Partnerships

ShaWanda Manuel-Braham

Executive Coordinator

Devin D. Brown

Manager of Service Delivery

Andy Collado, AFC®

Assistant Director of National Programs

Emma Cordova

Manager of Policy and Data

Luke Crumbaker

Assistant Director of National Programs

Raul De La O

Manager of Service Delivery

Justin DeBrosse

Manager of Service Delivery

Skyler Desuze

Operations Associate

Jamar Devine

Manager of Finance

Amanda Espinosa

Manager of Training Initiatives

Tabinda Ghani

Assistant Director of Business Development

Meg Gupta

Manager of Business Development

Kera Hansil

Senior Financial Coach

Caazena Hunter

Manager of Client Success

Tamika Johnson

Manager of Service Delivery

Jorge Rosero

Virtual Financial Coach

Elisabeth Shaller

Development Associate

Idrisul Somi

Product Manager

Pinky Vincent

Assistant Director of Marketing and Communications

Ian Watson

Manager of Data and Research

Jia Yong Zeng

Full Stack Developer

Robert Zarate-Morales

Product Manager


Marc Khouzami

Bank of Montreal (Chair)

Andy Tuckett

Catylex, Inc. (Treasurer)

Derek Dorn


Mae Watson Grote

Change Machine

David Heafitz

Prudential Financial

Mandy Norton

Wells Fargo

Kevin McQueen

The Leviticus Fund

Ida Rademacher

The Aspen Institute

Frederick Wherry

Princeton University