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 Amber Seitz at 608-441-1237.

2020-2021 Financial Literacy Advisory Board

Cathy Couey
Chief Retail Officer
Security Financial Bank, Bloomer

Evan Gillmore
Business Banking Officer
Commerce State Bank, West Bend

Jacob Grell
Personal Banker II
Peoples State Bank, Wausau

Lisa Lyon
Retail Banking Director
First Bank, Baldwin

Lynn Munz
Vice President
Royal Bank, Cobb

Alex Spoerle
Marketing Coordinator
McFarland State Bank

Jonathan Schalow
Assistant Vice President Market Manager
The Park Bank, Madison

Diane St. Martin
Office Manager
Stephenson National Bank & Trust, Marinette

Amber Seitz, WBA Liaison
Operations Manager - Senior Writer
WBA, Madison