Financial Literacy Advisory Board

The mission of the Penn State Financial Literacy Advisory Board is to provide strategy, guidance, and insight to advance financial wellness efforts at Pennsylvania State University. Since inception in 2013, the advisory board has offered direction to enhance the services and mission of the Sokolov Miller Family Financial and Life Skills Center.

The board seeks to gather stakeholders from across the Penn State community who are invested in maximizing collaboration on financial wellness efforts within the university. Members represent Penn State units working directly and indirectly in financial wellness and aims to connect colleagues from research, academic, student success, and administrative units. The advisory board convenes at least three times a year, remotely, to share initiatives and discuss short term and long term goals. If you are interested in joining the advisory board for the 2024-2025 academic year, please contact the board chair, Julie Heaton, at

2023-2024 Advisory Board Members

  • Susan Bogart - Financial Aid Penn State Law
  • Daniel Brent - College of Agricultural Sciences
  • Kelli Jo Burns - Financial Aid
  • Cheryl Barr - PSECU
  • Joe Cullen - Chief Investment Officer, Office of Investment Management
  • Kevin Drexford - Financial Aid
  • Erin Weber - New Kensington Financial Literacy Program
  • Greg Filbeck - Penn State Behrend Center for Financial Literacy
  • Toni Galbraith - Financial Aid
  • Carolyn Gette - UE Communications
  • Naeem Henry - Student
  • Hilary Hunt - The Making Cents Project
  • Jamie Kosh - Financial Aid
  • Leslie Laing - Adult Learner Program Services
  • Linda Ann LaSalle - Health Promotion and Wellness
  • Lex Shawbaker - Alumni, Smeal College of Business
  • Christina Pulman - Penn State Extension
  • David Raymond Smith - Division of Undergraduate Studies
  • Sherri Smith - New Kensington Financial Literacy Program
  • Anthony Stem - Government and Community Relations
  • Tiffany Bowmaster - PSECU
  • Tera Van Doren - Financial Aid Behrend
  • Douglas Wrenn - College of Agricultural Sciences
  • Chad Wright - Student Care and Advocacy