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 2026-2027 academic year, please contact the board chair, Julie Heaton, at jvh6552@psu.edu.
2025-2026 Advisory Board Members
- Aidan Kamowski - Penn State Alumni, Financial Literacy Ambassador Alumni
- Susan Bogart - Director of Financial Aid, Penn State Law
- Daniel Brent - Associate Professor, College of Agricultural Sciences
- Eric Bergstrom - Money Drills, College of Education
- Kelli Jo Burns - Director, Student Services and Outreach, Office of Student Aid
- Jeff Coy - Academic Director, Center for Financial Literacy, Penn State Erie
- Kevin Drexford - Associate Director, Enrollment Services Center
- Erin Weber - Vice President, Investments Weber Group of Raymond James
- Greg Filbeck - Vice Chancellor & Associate Dean for Academic Affairs, Penn State Erie
- Hilary Hunt - PA Making Cents Project
- Kaitlin Hoover - Financial Aid Specialist
- Meighan Julbert - Assistant Athletic Director, Money Drills
- Jamie Kosh - Senior Manager, Office of Student Aid Commonwealth Campus
- Leslie Laing - Director, Adult Learner Program Services
- Erin Raupers - Health Promotion and Wellness
- Christina Pulman - Penn State Extension Educator
- Sherri Smith - New Kensington Financial Literacy Program
- Anthony Stem - Government and Community Relations
- Douglas Wrenn - Associate Professor, College of Agricultural Sciences
- Chad Wright - Student Care and Advocacy
- Cheryl Attinger - Director of Finance for Educational Affairs, Penn State Hershey
- Melissa Johnson - Associate Vice Provost, Undergraduate Education
- Emily Mross - Associate Librarian, University Libraries
- Rickey Vanburen - Financial Aid Specialist, World Campus
- Thomas Dekle - Penn State Alumni
- Chase Davis - Penn State Alumni
- Jessica McCormick - Senior Admissions Counselour
- Julie Heaton - Director, Sokolov-Miller Family Financial and Life Skills Center
Lindsay Levy - Senior Enrollment Services Counselor, World Campus