The Take Charge America Institute Advisory Board

The Take Charge America Institute fulfills its mission to create research-based educational programs that will improve personal financial education and ultimately shape consumer behavior. Overall Institute programming is guided by the Take Charge America Institute Advisory Board which meets twice a year.

Take Charge America Institute Advisory Board members include:

Mike Hall
Founder, Take Charge America

Dr. Dan McDonald
Interim Director
John & Doris Norton School of Family & Consumer Sciences
The University of Arizona Kellie

Kelly Terhune Neely
Vice President Marketing
Hughes Federal Credit Union

James P. Pfeiffer
VP, Business Banking
Wells Fargo Bank

David Richardson
Chief Executive Officer
Take Charge America

Richard Rosen, JD
Interim Director Take Charge America Institute
The University of Arizona

Kirk Strang
Financial Advisor/Portfolio Manager
Fidelity Investments

Alice Sweeney
Retired, American Express

Kasandra Urquidez
Associate VP for Student Affairs and Dean of Undergraduate Admissions
The University of Arizona