Financial Wellness Education Committee


The Financial Wellness Education Committee provides MASFAA members a support and resource network to assist in creating, maintaining, and advancing financial wellness education to those they serve.


The Financial Wellness Education Committee is comprised of two chairpersons, as well as, a number of volunteer committee members.

Goals & Objectives

  1. Provide MASFAA members a support network to assist in creating, maintaining and advancing/enhancing financial education and literacy programs to undergraduate and graduate students on their campuses.
  2. Build and maintain a network of financial education professionals within and outside of MASFAA.
  3. Create an online financial education resource center.
  4. Assist the MASFAA Conference Committee members by providing financial education sessions at the annual MASFAA conference and/or bringing in financial education experts to speak at conference.
  5. Provide professional development and/or training opportunities for MASFAA members on financial education topics throughout the year.


For the application for Certificate of Financial Wellness Education (CFWE) please click here…


Annual Committee Reports

Committee Members

Financial Wellness Committee email:

Alia Georges
Assistant Director of Admission & Financial Aid Counselor
Olin College

Lisa Talbot
Director, Business Development

Jeff Bentley
Vice President/Relationship Manager
Citizens Bank

Sarah Bergeron
Financial Aid Counselor
Assumption University

Jonathan Hughes
Manager of College Planning and Education

Elizabeth Lally
Assistant Director, Center for Financial Independence
Northeastern University

Jeff McMaster
Director of Student Accounts
Framingham State University

Kim Oikle
Financial Aid Counselor
Worcester State University

Dan Rossi
Assistant Director of Student Financial Services
Harvard Kennedy School

Jennifer Sheehy
Associate Director of Financial Wellness Education
University of Massachusetts Medical School

Jennifer Trauman
Head of Campus Development – Northeast
College Ave Student Loans

Hilary Werner
Assistant Director of Financial Aid
Northeastern University School of Law

Leanne Zemrock
Student Financial Services Representative
Bay Path University

Patrick Ziegler
Regional Sales Director
Ascendium Education Group

Members Only Resources

Welcome to the Financial Wellness Education member only resources.  You must be logged into your MASFAA account and have an active membership to view the resources.  If you need to renew/create a membership please click here

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