Financial Literacy Advisory Board

The Financial Literacy Advisory Board represents bankers involved with Bankers Promoting Financial Literacy, formerly the WBA Personal Economics Program (PEP), an award-winning financial education outreach program offered to WBA members. The Bankers Promoting Financial Literacy program offers banks an online resource library, in addition to a limited collection of videos and brochures to use in presentations, and an annual training conference. This group helps plan the conference, with one meeting and up to three to four conference calls per year. In addition, they offer advice and perspective to the Wisconsin Bankers Foundation Board of Directors.

For more information, contact WBA’s Hannah Flanders at 608-441-1237.

2022–2023 Financial Literacy Advisory Board

Shelly Clark
Business Operations – Employee Development
Farmers & Merchants Bank, Berlin

Evan Gillmore
Assistant Vice President – Portfolio Manager, Commercial Banking
Associated Bank, Milwaukee

Jacob Grell
Personal Banker II
Peoples State Bank, Wausau

Jeff Langkamp
Vice President – Chief Compliance Officer
Bank Five Nine, Oconomowoc

Courtney Lovald
Officer, Assistant Branch Manager, Retail Banking
Johnson Financial Group, Milwaukee

Lisa Lyon
Retail Banking Director
First Bank, Baldwin

Lynn Munz
Vice President
Royal Bank, Cobb

Lisa Hower
BSA Compliance Specialist
The Stephenson National Bank & Trust, Marinette

Kathy Rolfs
Vice President – Director of Marketing & Communications
PremierBank, Fort Atkinson

Hannah Flanders, WBA Liaison
Foundation Coordinator, WBF
Writer/Editor, WBA
Madison