Behind every great organization is exceptional leadership.

NEFE is governed by a volunteer board of trustees and led by President and CEO Billy J. Hensley, Ph.D. A staff of fewer than 25 individuals guides NEFE’s public service work at its headquarters in Denver, Colo.

Board of Trustees -

2019 CHAIR: 2019 VICE CHAIR:
Patrick Bannigan
Executive Vice President and
Chief Financial Officer
American Century Investments
Kansas City, MO
Helen Norris
Vice President and
Chief Information Officer
Chapman University
Orange, CA
Rachelle Feldman
Associate Provost and
Director of Financial Aid
University of North Carolina at Chapel Hill
Durham, NC
Billy J. Hensley, Ph.D.
President and CEO
National Endowment for Financial Education
Denver, CO
Rick Ketchum
Retired Chairman and CEO
Financial Industry Regulatory Authority
Rye, NY
Margaret Libby
CEO and Founder
San Francisco, CA
Greg Maged
CEO and Co-founder
Bicycle Financial
Bethesda, MD
Doug McCormick
Co-Founder and Managing Partner
HCI Equity
Washington, D.C.
Joyce Nelson
Retired President and CEO
National MS Society
Evergreen, CO
Kevin Plummer
Head of School
Tampa Preparatory School
Tampa, FL
Manisha Thakor
VP of Financial Education
Brighton Jones
Portland, OR
Colleen Walker
Vice President, University Partnerships
Academic Partnerships
Dallas, TX
Jason Young
Co-founder and CEO
Mindblown Labs
Washington, D.C.
David G. Strege, CFP, CFA (Emeritus Chair)
Senior Financial Planner
Syverson Strege and Company
West Des Moines, IA

Staff Leadership -

Billy J. Hensley

Billy J. Hensley, Ph.D.

President and CEO
Learn more about Billy Hensley

Joanne Flores Moses

Joanne Flores Moses, CPA®

Chief Financial Officer
Learn more about Joanne Flores Moses

Amy Marty Conrad

Amy Marty Conrad

Managing Director
Learn more about Amy Marty Conrad


Annette Fowler

Annette Fowler

Managing Director of Technology 
Learn more about Annette Fowler

Paul Golden

Paul Golden

Managing Director
Media and Communications
Learn more about Paul Golden

Brent A. Neiser

Brent A. Neiser, CFP

Senior Director
Strategic Partnerships and Alliances
Learn more about Brent Neiser

Chelsea Norton

Chelsea Norton

Managing Director Marketing
Learn more about Chelsea Norton

Katherine M. Sauer, Ph.D.

Senior Director of Education,
Research and Strategic Impact
Learn more about Katherine Sauer

Susan Sharkey

Susan Sharkey

Senior Director
High School Financial Planning Program
Learn more about Susan Sharkey

Program Information and Contacts -

Please contact the individual(s) listed below with specific inquiries about:

Programs and Websites


Evaluation Toolkit

Financial Four

Financial Workshop Kits
Mary "Jeannette" Schultz, Director, MNM

High School Financial Planning Program® (HSFPP)

My Retirement Paycheck


On Your Own
Rebecca Bird, Marketing and Communications Manager

Smart About Money


Linking and Copyright

Media Relations
Paul Golden, Director of Media Relations

NEFE Digest
Naomi Verdun, Marketing and Communications Associate

Brent Neiser, Senior Director of Strategic Programs and Alliances

Public Policy
Brent Neiser, Senior Director of Strategic Programs and Alliances

Mary Hoch, Manager