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

Sarah Bergeron- Co-Chair

Assumption University

Patrick Ziegler- Co-Chair


Tom Dalton


Stephen Elias

PNC Bank

Jonathan Hughes


Amy Nelson

Ascendium Education Group

Kate Rajbhandari

Mount Holyoke College

Lisa Talbot

Sallie Mae

Mark Yanni

UMASS Dartmouth

Katrina Delgrosso- Co-Chair

College Ave Student Loans

Jeff Bentley


Jen Darcy

UMASS Chan Medical School

Xingyi Guo


Val Harris

Harvard Graduate School of Education

Natacha Munoz

Harvard Business School

Kim Oikle

Worcester State University

Dan Rossi

Rhode Island School of Design

Gail Walker


Leanne Zemrock

Bay Path University

Financial Wellness Committee email:

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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