Tag: Financial Literacy

Charnell Thweatt: Designing Opportunity Through Systems, Strategy, and Foresight

I’m excited to share a deeper look into my professional journey—one shaped by finance, strategy, career development, and a passion for helping individuals and institutions navigate work, money, and growth with clarity. Over the years, my purpose and experiences have aligned to form a mission rooted in service, capability-building, and intentional leadership. Here is my biography.

Josh Taylor: Experienced Financial Strategist, Risk Manager, and Investment Advisor

Josh Taylor is a seasoned financial strategist with over 30 years of experience in investment, insurance, and financial planning, dedicated to helping individuals and businesses achieve long-term financial security. As the president of Kompass Financial Advisors, Inc., he leverages his independence to provide objective, customized solutions tailored to each client’s unique needs. Raised on a Nebraska farm, Josh’s values of integrity, hard work, and personal initiative shape his client-focused approach, ensuring transparency and trust in every financial plan he develops. With a strong educational background in Agricultural Economics from the University of Nebraska and industry-leading certifications, including CFP® and CLU®, he stays ahead of evolving market trends to deliver expert guidance. Beyond his professional life, Josh is an avid cyclist, community volunteer, and devoted Nebraska Cornhuskers fan, embodying a balanced approach to leadership, service, and personal fulfillment.

Melvin Green III: Leading with Integrity, Empowering through Action

Over the years, I've had the privilege of serving both our country and my community—with a journey that has taken me from leading military operations around the globe to building a mission-driven business here in North Carolina. I'm deeply passionate about service, strategy, and helping others succeed. Here is my biography.

Daniel J. Seyler: Empowering Success through Integrity, Insight, and Impact

After many years leading national sales organizations, launching a successful insurance agency, and serving on several nonprofit boards, I’m excited to share my executive biography. It reflects the journey I’ve taken across corporate, entrepreneurial, and charitable sectors—and the values that continue to guide my work.

Reina L. Schlager, CPA/PFS*, RHU, CSA: Pioneering Financial Integrity with Compassion and Clarity

After a lifetime of dedication to finance, education, and community service, I'm proud to share my professional story and the values that have shaped my career. From launching risk management programs at the University of Pennsylvania to building a successful financial advisory firm, and now continuing my journey through speaking and board engagement—I remain committed to service and strategy. Here is my biography.

Micah DiSalvo: Visionary CEO and Strategic Growth Leader in Financial Services

Micah DiSalvo is an accomplished CEO and strategic leader with over 26 years of experience in the financial services industry. As Chief Executive Officer of Madison Retirement Holdings and Partner at MAP Retirement, he has led organizations through transformative growth, private equity expansion, and innovative retirement solutions. Known for his integrity, industry expertise, and ability to drive results, Micah also contributes to public service as a member of the Wisconsin Governor’s Financial Literacy Council and serves on the advisory board of the Rosenberry Society at United Way of Dane County.

David Couse: Experience with Purpose, Service with Integrity

After decades of serving in financial, government, and military leadership roles, I’ve taken time to reflect on my journey and the values that have guided me. From budget management and project leadership to empowering others through financial education, my goal has always been to bring meaningful impact to the organizations and communities I serve. Here is my biography.

Rachelle Anne Feldman: Transformational Leader in Higher Education Access, Enrollment Strategy, and Student Success

Rachelle Anne Feldman is a nationally recognized higher education executive with over 35 years of experience leading transformational initiatives in enrollment strategy, financial aid innovation, and student success. As Vice Provost for Enrollment at the University of North Carolina at Chapel Hill, she guides cross-campus collaboration, strategic planning, and institutional advancement to expand access and improve outcomes for students. With a strong track record at both UNC-Chapel Hill and UC Berkeley, and national influence through her work with federal policy committees and education associations, Feldman brings a rare combination of vision, operational excellence, and unwavering commitment to equity and innovation in education.

Selwyn D. Whitehead, Esq.: Empowering Communities Through Law, Finance, and Insight

I’ve had the privilege of dedicating my career to advocating for economic and social justice through law, finance, and community empowerment. With over 40 years of professional experience, I’ve worked at the intersection of legal strategy, public policy, and ethical advocacy—always with the goal of helping people and communities thrive. Here is my biography.

Kelly Green, EMBA: Leading with conviction, Leaving no stone unturned; Focused on the Future, Guided by Milestones of Lessons Learned.

I am excited to share my executive biography, highlighting my journey in financial strategy, operations leadership, and economic empowerment. With over 25 years of experience in banking, retail, and business development, I am passionate about driving strategic growth, improving operational efficiencies, and mentoring future leaders. Whether in corporate boardrooms or community initiatives, my goal remains the same—creating sustainable impact and long-term success.

Laurence B. Turell: Pioneering Financial Strategist Empowering Business Owners

Larry Turell is a seasoned financial strategist dedicated to helping business owners optimize employee benefits, protect personal assets, and achieve long-term financial stability. With over 30 years of experience, he specializes in restructuring benefits programs, implementing tax-efficient strategies, and enhancing employee retention through customized financial solutions. As a Financial Representative at National Financial Network and President of Customized Consulting Services, Larry has built a reputation for providing clear, strategic guidance that empowers business owners to focus on their passion while strengthening their financial foundation. His expertise, combined with a strong background in communication, allows him to simplify complex financial concepts, making him a trusted advisor for businesses looking to create sustainable growth and financial wellness for their teams.

Neal Litton: A Strategic Leader in Financial Services and Veteran Advocacy

Neal Litton is a seasoned financial professional and former military leader dedicated to guiding individuals, families, and veterans toward financial security. With a career spanning financial consulting roles at USAA, Charles Schwab, and Modern Woodmen of America, he has built a reputation for strategic wealth management, retirement planning, and investment guidance. His disciplined approach, shaped by his service with the U.S. Army Corps of Engineers, allows him to provide clients with structured, long-term financial strategies. An advocate for veterans, Neal has also held leadership roles in organizations supporting those who have served, reinforcing his commitment to financial literacy and stability. Holding an MBA from the University of Phoenix and a Bachelor of Science from Texas A&M University, he combines education, experience, and a client-focused approach to deliver trusted financial solutions.

Samuel Woodcock, ACMA: Accomplished Finance Executive and Strategic Leader

Samuel Woodcock, ACMA, is a seasoned finance executive with over 30 years of experience driving financial growth and strategic planning across industries such as music, media, advertising, and gaming. Currently the CFO of Premier Music Group, Sam is renowned for his expertise in building budgets, long-term planning, and delivering top-line growth through innovative, KPI-driven solutions. With a proven track record of solving complex challenges and fostering operational excellence, Sam’s global perspective and collaborative leadership style make him an invaluable asset to any organization or board.

Thomas A. Nida: Driving Inclusive Growth Through Leadership and Community Development.

With over five decades of experience in banking, finance, and community development, I’ve had the privilege of leading transformative initiatives that empower communities and drive growth. My focus has always been on fostering equity, innovation, and collaboration to create lasting impact. Here is my biography.

Sherron Permashwar: Empowering Financial Wellness Through Knowledge, Strategy, and Passion.

I’m thrilled to share my professional journey as a CPA, entrepreneur, and financial educator. With over 25 years of experience, I’ve dedicated my career to empowering individuals and businesses to achieve financial clarity and wellness. From leading BMP Tax & Accounting Services to educating through The Modern Savvy CPA, I am passionate about helping others navigate their financial journeys with confidence. Here is my biography.

Tom Smith: Empowering Small Business Success; Elevating Operations, Driving Excellence.

I’m excited to share my professional biography with you. As an operations expert, I’ve dedicated my career to driving small businesses to new heights. With a strong ethical foundation, extensive industry knowledge, and a strategic mindset, I’ve consistently worked to optimize business functions and spur significant growth. My commitment to clear communication and fostering collaboration has been central to my success, and I’m proud of the impact I’ve made in the world of business operations. I invite you to read more about my journey and contributions in my full biography linked here.