Board of Directors
FPP Coalition is honored to be led by an esteemed Board of Directors representing a broad cross-sector of FPP Coalition organizations, including non-profits large and small, financial institutions, academia, government agencies, for-profit entities, and more! This diverse team of professionals is commissioned with providing strategic governance and support for all FPP Coalition initiatives.
Karla Bachmann is the Director of Financial Wellness Services at Branches. Using a human-centered approach, she leads the development and implementation of transformative programs and services that promote financial opportunity and asset building.
She is a firm believer in a family-centric and holistic approach of service delivery that promotes building social capital and integrates financial, education, and health services for participants to achieve true stability and financial success. Through the years, she has developed innovative service delivery models that have been recognized by the Annie E. Casey Foundation, The National Council of La Raza and Ascend at the Aspen Institute.
Prior to joining Branches, Mrs. Bachmann worked at The National Council of La Raza (NCLR-Unidos Us), the largest national Hispanic civil rights and advocacy organization in the United States as their National Workforce Development Program Manager; and CLUES, the largest Latino non-profit organization in Minnesota, as Vice President of Programs. During her years at CLUES, she developed and directed programs that are both linguistically appropriate and culturally sensitive with a holistic approach to family well-being. She established the organization’s first financial education program and VITA site, promoting financial capability and asset building strategies that are integrated across all programs of the organization.
She remains tirelessly committed to building relationships, programs and opportunities that help families and individuals prosper.
Karla has co-authored the Book, “My Family, My Self,” The Latino Guide to Emotional Well-Being. Hazelden Publications, 2014.
Carter Elliott, currently employed at United Way of Northeast Florida (UWNEFL) as Director of Financial Stability, has over 20 years of experience in the nonprofit sector at the local, regional and national levels. He is passionate about addressing and solving challenges that our most vulnerable populations face every day.
In his current role, Carter serves as UWNEFL’s point person for financial stability efforts in Northeast Florida, including the development of indicators and outcomes that drive strategic priorities. He seeks to identify new opportunities and ensure the work is aligned to greater community needs.
Prior to relocating to Jacksonville in 2016 due to family commitments, Carter worked at Goodwill Industries International in Rockville, MD, where he led the financial wellness strategies for the enterprise, working directly with the Goodwill membership to integrate financial stability (including MyFreeTaxes) and career readiness activities into local initiatives. This experience provided him with a national perspective on challenges facing our target populations.
In Atlanta, while at the Atlanta Community Food Bank, Carter was instrumental in creating the Atlanta Prosperity Campaign, an asset-building initiative that addresses income disparities in the 13-county Atlanta region. His work was recognized for its impact by the Atlanta City Council, as part of the City’s community initiatives awards. He has also been awarded a community impact award from the IRS, for his work in Atlanta.
In a volunteer capacity, Carter has participated on numerous advisory boards in Atlanta and Jacksonville, conducting site visits and making funding allocation decisions. He has an undergraduate degree from Auburn University and a Master’s degree from the University of Alabama.
Sarah Margaret Ellis, AFC, is the Family and Consumer Sciences Agent for Citrus County Florida. She provides a variety of educational programs promoting financial well-being and economic development to the community at large. Ms. Ellis manages 8 Florida Master Money Mentor volunteers who provide one on one financial management education. Prior to joining UF Sarah worked for Elder Options, the Area Agency on Aging in Mid Florida.
Linda Fales is the Community Development Officer at Suncoast Credit Union, where she manages the Credit Union’s Community Development Financial Institution (CDFI) initiative.
She works with community and industry peers to create partnerships focused on the needs of the communities throughout Florida. She collaborates with like-minded individuals and organizations to identify potential opportunities or initiatives that support the credit union’s mission of People Helping People.
As a Community Development Officer, Fales also oversees programs to help low-income, low-wealth, and other disadvantaged people and communities join the economic mainstream; sources and identifies opportunities to support low- and moderate-income communities and individuals related to home ownership, credit, affordable financial products and services, and wealth-building; and interfaces with community leaders/organizations, nonprofits, and other credit unions.
She has served Suncoast Credit Union for almost four decades, starting as a Share Draft Clerk in 1981. She also served as Teller Operations Manager, Loss Prevention Supervisor and Vice President of Risk Management prior to her current position.
Her long tenure of leadership and experience with Suncoast provides a unique insight and perspective into what is now the largest credit union in Florida.
Fales has a Certified Credit Union Executive designation as well as a certification as a Credit Union Development Educator. She also is certified through the Rockhurst University Management School.
She has been recognized for her positive impact on the community by the International Association of Financial Crimes Investigators, the Internal Revenue Service, City of Tampa Police Department, and numerous law enforcement agencies.
The roots of Fales’s sense of service comes from her lifework of protecting Suncoast Credit Union and its members. She participates in various non-profits and volunteer projects. Fales also is a member of the Suncoast Foundation Board and the Prospera Technical Assistance Committee.
David Foote is an Instructor for United Against Poverty’s Success Training Employment Program with the goal to end poverty for STEP graduates.
Prior to this, David led Heart of Florida United Way’s Financial Stability Initiatives and funded 16 community programs annually that focus on improving financial stability and education for families.
Before joining United Way, David was Senior Vice President Regional Manager and Private Banking Group Manager for Comerica Bank. Prior to Comerica Bank, David was Senior Vice President of Commercial Banking for Fifth Third Bank in West Michigan. He started his banking career with the Federal Reserve Bank of Chicago and was Vice President of Finance with J.P. Morgan Chase in Chicago.
David’s community involvement has included teaching as an adjunct professor with Davenport University’s MBA program and as a member of the Board of Directors of the President Ford Boy Scout Council in West Michigan. David is currently on the Board of Directors for FPP and Holy Family Catholic Church.
He received a Bachelor of Arts in Finance from the University of Illinois and an MBA from Loyola University of Chicago. David is married with two adult children.
Cora R. Fulmore is recognized as an industry expert on consumer credit and homeownership counseling. For over 30 years she has served as a spokesperson, mortgage and credit counselor, and advocate for policies that promote creative and safe lending practices for the benefit of our nation’s homebuyers and homeowners.
She has spoken at events sponsored by Federal Deposit Insurance Corporation (FDIC), National Association of Realtors (NAR), NeighborWorks America, Fannie Mae and Freddie Mac. She has participated in regional forums including the Florida HOPE Task Force, the Nonprofit Housing Roundtable of Central Florida, the “Safe At Home” conference by Florida Legal Services for pro-bono attorneys, and foreclosure prevention workshops nationwide.
Cora is a training instructor for Freddie Mac’s CreditSmart ® which is a financial literacy curriculum, NeighborWorks America and many others; she is the creator and developer of the “Counselor’s Corner,” an online resource and training tool for Housing Professionals.
Ms. Fulmore is a graduate of Texas College in Tyler, Texas.
Andy Gold, Ph.D., is a full-time business faculty member at Hillsborough Community College (HCC), and teaches in the graduate school at the University of Tampa, and the University of South Florida.
In addition to his teaching duties, Gold is a co-founder of the InLab@HCC, Hillsborough Community College’s Interdisciplinary Institute for Innovation. The InLab, a collaboration between HCC and Hillsborough County is the centralized hub for all innovation and entrepreneurial programming at the college.
Born and raised in New York City, Gold is a product of public education, and he is a lifelong entrepreneur having started multiple businesses over the past 23 years. He is the founder of Terrapath, Inc., a social entrepreneurial venture started in 1994. Recently, he cofounded e2venture, a consulting business that provides entrepreneurial mindset training services to organizations, educators, and at-risk youth.
Dr. Gold had a 12-year career in finance, working on Wall Street where he and a business partner raised $52 million in capital to start-up a hedge fund business.
Gold currently lives in Tampa with his wife Anne, a middle school teacher. They have two sons, Matt who lives and works in New York City, and Greg who lives and works in Atlanta.
Alina Gonzalez-Dockery, Esq., was born and raised in Lakeland, Florida, the youngest of 3 children. Her parents, Cuban refugees, instilled in her at an early age the importance of community, education and pride in the opportunities afforded to us in this country. Her family is Alina’s greatest supporters and gifts to her life.
Alina’s family is the reason why she is dedicated to becoming a trusted advisor to clients and leader in her community. To provide guidance and advice in promoting families’ stability and comfort is an honor and privilege in Alina’s work.
She believes in being involved in our community, whether through volunteering on various boards of non-profit agencies, such as FPP, Lee County Bar Association, and United Way of Central Florida, or mentoring young people through involvement with GIRLS GOING PLACES. As a member of Junior League of Greater Lakeland, her leadership skills were developed, being honored to serve as its President and more importantly, sparking Alina’s passion and pride witnessing the impact of efforts upon the lives of children and their families served.
Practicing law for over 23 years, Alina began her career in private practice as an associate and then a partner in Harris & Gonzalez, a small law firm in Lakeland, Florida, where she concentrated in Family Law. In December 2008, the Board of Directors of Heart of Florida Legal Aid Society, Inc. (HOFLA) hired Alina to be its Executive Director. Then in November 2014, she became the Executive Director of the Lee County Legal Aid Society (LCLA). Through Ms. Dockery’s work and community involvement, she grew both professionally, philanthropically and personally. Having loved her work with these agencies and the impact made in the community, Alina found that she missed building those meaningful connections and bonds with the individuals and families she served.
The next chapter in Ms. Gonzalez-Dockery’s legal profession is serving clients and their families at Life Law Planning. The firm believes in personalized service for every client. The approach is education and proactive planning to best fulfill their goals and needs.
Alina is a member of the Florida Bar Association, an organization dedicated to providing sophisticated and excellent service in today’s dynamic legal environment. She is also a member of the Florida Bar’s Real Property, Probate, and Trust Law Section and the Florida Bar’s Family Law Section.
Alina Gonzalez-Dockery is also a proud member of the University of Florida Alumni Association and a huge Tampa Bay Buccaneers fan, having grown up in the Tampa Bay Area.
She believes in FPP because the coalition is creating the collaborations between government, for-profit, non-profit and secular organizations to create the systems, policies and programs which lift up and encourage financial stability and growth for all Floridians.
Douglas Griesenauer is the Director of Workforce Development & Financial Stability Initiatives at United Way Suncoast.
Serving his community at United Ways for the past nine years, and working in three different anti-poverty research centers before that, Doug is committed to ensuring that communities have the best tools at their disposal to help families receive what they need to be successful in whatever they do.
With a Master’s in Social Work from Washington University in St. Louis, Doug works to connect national best practices with a local understanding of the community so that our communities can do the smartest work for their families.
Janet Hamer is a principal in Hamer Consulting which provides community and economic development services. Prior to her current role, she was Vice President, Community Development Manager for TD Bank in north and central Florida. In her role she managed community relationships and supported regional market retail and commercial staff in developing and implementing responsive community development lending, service, and investment to revitalize and stabilize low-and-moderate income communities and promote financial empowerment for individuals throughout the TD Bank footprint.
Before joining TD Bank, she served as the Regional Community Development Manager at the Jacksonville Branch of the Federal Reserve Bank of Atlanta for fourteen years as a member of the Atlanta Fed’s community and economic development (CED) team and helped promote effective community development lending and investment programs and fair lending throughout the district. She led small business and microfinance lending and access to banking and financial stability.
Hamer has over 40 years of experience in housing, community and economic development, financial services, and urban planning. She has also served as Chief of Housing Services for the Planning and Development Department of the city of Jacksonville and Deputy Director of the Community Development Department of the city of Daytona Beach.
Originally from Illinois, Hamer has a BA from Judson University in Elgin, Illinois, and a MA in Public Affairs from Northern Illinois University in Dekalb, Illinois. She is active in numerous community development and professional groups both nationally and in Florida. Hamer serves on the National Disability Institute Board of Directors as Board Chair, and, is past president of the Florida Community Development Association. She also serves on the board of the Florida Alliance of Community Development Corporations, Florida Supportive Housing Coalition and is the past chair and co-founder of FPP.
Hamer lives in Daytona Beach, Florida and is active locally in leadership positions in the community. She serves as Vice Chair of the Volusia/Flagler Coalition on Homelessness and Housing, Volusia/Flagler United Way Community Impact Cabinet, Volusia Interfaith Natural Disaster Board of Directors, and Volusia Flagler Campaign for Working Families Steering Committee. Additionally, Hamer is a volunteer tax preparer and VITA site coordinator for the Campaign for Working Families at Bethune Cookman University, Daytona Beach.
In 2011, she received the Ron Smith Outstanding Accomplishment Award from the National Disability Institute for her work in improving the economic lives of Americans with disabilities.
Kathy Hazelwood is the Community Development Manager of Central and North Florida for Synovus Bank. She is actively involved in the markets she serves, identifying opportunities for services, contributions and loans in low- to moderate-income area communities. She is passionate about financial education for students and those wishing to build wealth.
Among many volunteer experiences, Kathy served on the Board of Directors of Faith in Florida, FKA, Federation of Congregations United to Serve for over 10 years. Faith in Florida’s mission is to build a powerful, multi-cultural nonpartisan network of congregation community organizations in Florida that will address systemic racial and economic issues that cause poverty for our state’s families.
Kathy has an Organizational Communications degree from Rollins College.
Herschel Holloway is a Certified Credit Union Financial Counselor (CCUFC) for Envision Credit Union. Herschel started with the Credit Union as an Assistant Vice President in 2014. While beginning his Financial career with BB&T, he soon found his calling with the community when he joined Envision Credit Union. After sharing his leadership ability with his organization, he was promoted to Regional Manager; overseeing branch leadership and promoting a new culture of Our Community, Our Commitment.
While the organization quickly adopted the new culture, the work only began there for Herschel. Embracing his true calling, Herschel transitioned into a lead role developed by Envision Credit Union and Florida State University Credit Union, both located in Tallahassee FL; Frenchtown Financial Opportunity Center. Frenchtown Financial Opportunity Center is a community CUSO charged with empowering and serving the underserved, impoverished and unbanked communities of Tallahassee. Educating through Financial Education and advocating for the community he serves has provided him an opportunity to have tremendous exposure to advocate for change on several platforms from social media, radio, television, community and Statewide Committees and Board of Directors.
He takes his gift to the community by creating partnerships to reach the masses, influencing organizations to collaborate rather than compete.
It is without question if asked what’s your purpose in life, his immediate response would be… I live to serve.
Herschel is also a former Law Enforcement Officer and a Marine Corps Veteran. He and his wife and three children have lived in Tallahassee since 2011.
Shannon Latimer, Career & Technical Education (CTE) Coordinator for Orange County Public Schools, is responsible for coordinating a network of education, business, and community leaders who work together to ensure that high school students are college, career, and future ready. Shannon directs events, conferences and activities for thousands of students in career-related academies.
After earning a bachelor’s degree in journalism and communications from The University of Florida, Shannon took her talents and skills to Fort Wayne, Indiana. This was the beginning of her career in journalism as a copy editor and graphic artist. She would later become copy chief of The Shreveport Times in Shreveport, Louisiana, before moving to Dallas, Texas. In the Lone Star state, Shannon was a part of the creative team that created JCPenney’s catalog and marketing publications.
Shannon holds an MBA from Baylor University and enjoys working helping students ignite their career interests. After more than 20 years in the private sector, this entrepreneur returned to her home state of Florida to share her knowledge with today’s youth. Shannon spent two years teaching high school business-related courses before moving to the district level.
Juli Lewis currently works as the Chief Relationship Officer for Michael Walters Advertising, a journey she began in early 2021. Prior to that, Juli worked in the credit union industry for more than 25 years, starting her career with Suncoast Credit Union and then joining the League of Southeastern Credit Unions in 2014, serving as Director of the Southeastern Credit Union Foundation where her main focuses were financial capability, community development and disaster relief.
She has served on the Executive Committee of the National Youth Involvement Board since 2008 and as Chair from 2014-2016, and is currently a Board member for FPP and Florida & Alabama Jumpstart and an Advisory Board member for Opportunity Knock$.
Juli graduated from the University of South Florida in 1998 with a Bachelor’s in Social Work. She has also earned the Credit Union Development Educators (CUDE), the Certified Credit Union Financial Planning (CCUFP) and Certified Credit Union Executive (CCUE) designations, and HR and Marketing certifications. Juli was also a member of the Pilot/BETA Cohort of the Certified Practitioner in Financial Capability, having earned her Master level CMPFinCap in February 2020.
Away from work, Juli enjoys filling her time as an empty nester by enjoying the outdoors, caring for the many stray animals that seem to find her, and spending time with family.
Lesley Mace joined the Federal Reserve Bank of Atlanta-Jacksonville Branch as an Economic and Financial Education Specialist in June of 2010, and was promoted to Senior Specialist in 2014. Lesley currently serves as the Sr. Education Program Manager for the Jacksonville Branch, and is a member of the Federal Reserve’s System Economic Education Technology Workgroup.
Lesley is a frequent contributor to the Federal Reserve Bank of Atlanta’s Extra Credit newsletter for educators, and as the Sixth District’s Technology Workgroup Lead was responsible for overseeing the production of the Classroom Economist series. Her responsibilities also include coordinating the Branch tour program.
She serves as Board Chair for Duval County Schools’ Academies of Finance Advisory Board, is a member of the Advisory Board for the Gus A. Stavros Center for Free Enterprise and Economic Education at the University of South Florida, and serves as an advisor to the Florida Jump$tart Coalition. Lesley also currently serves as an Adjunct Professor of Economics at Daytona State College.
A native of Auburn, Alabama, Lesley holds a B.A. in Economics and Foreign Language and a M.S. in Economics from Auburn University.
Katie Metz is the Director of National Disability Institute’s Financial Resilience Center, an online center offering resources and assistance to help those with disabilities and other chronic health conditions navigate financially to withstand life events that impact income or savings.
Since 2001, she has worked to increase the understanding of compliance for equal access and opportunities for persons with disabilities, military, Veterans and their families in both government and private sectors. She has led initiatives in asset development, financial education, and the inclusion of disability into D&I employment strategies. In her work, she has created and organized multiple education and curriculum programs designed to enhance financial education and employment opportunities for persons with disabilities, Veterans and their families.
In the past, Mrs. Metz contributed her expertise through her participation on the management team of the MyFreeTaxes (MFT) national initiative in which NDI participated as a legacy partner. She is responsible for relationship management with the IRS and the Department of Veteran Affairs, continuing work towards integration of free tax prep into Veteran serving programs and services along with continued inclusion of disability into all existing programs. She has extensive knowledge with the Americans with Disabilities Act (ADA), asset development and financial education training.
Prior to joining National Disability Institute, Mrs. Metz was the City of Jacksonville, Florida, Manager of Disabled Services part of the Military Affairs, Veterans & Disabled Services Department, as well as the City’s ADA Coordinator. In the 11 years she was with the City, her work revolved around improving the quality of life for persons with disabilities by increasing awareness concerning the accomplishments and needs of persons with disabilities.
Mrs. Metz holds a Bachelor of Arts degree in Sociology, graduating Cum Laude. Katie resides in Jacksonville with her family .
Rich Rollason joined Florida Community Loan Fund in March 2009. As the Development Officer he expands relationships with financial institutions, foundations and religious organizations, evaluating opportunities to reach mutual community development goals in Florida. Mr. Rollason is responsible for assisting the CEO in securing capital required to ensure the success of FCLF’s Community Development and Florida Preservation Fund programs, including meeting with representatives of banks and foundations, writing grant applications and requests, and participating in outreach workshops.
After more than 15 years of sales and management experience in manufacturing, Rollason transitioned into nonprofit management serving as director of operations of a sizeable church, providing strategic planning and overseeing the capital campaign for funding the successful completion of an $8.5 million dollar education building. A native Floridian, Rollason remains active in the community, volunteering on various service projects and coaching youth sports. Rollason is a graduate of Valdosta State University.
Mellissa Slover-Athey is First Vice President and Community Reinvestment Act Officer for CenterState Bank. She is responsible for implementing and administering all aspects of the Bank’s CRA program. She is instrumental in establishing, participating, and maintaining relationships with community based-charitable organizations that aid the low-and-moderate income. She is responsible for the technical compliance and training associated with the Community Reinvestment Act.
Prior to joining CenterState Bank, Mellissa has worked with other Financial Institutions in various roles that assisted with audit and compliance of branch operations and consumer lending, as well as community outreach positions.
Mellissa is actively involved in several community groups and professional organizations. She received a Bachelor of Arts in Marketing and an MBA from the University of Central Florida; and is currently attending the FBA’s Florida School of Banking at the University of Florida. She is married with three fur babies.
Katrina Tuggerson is currently the President of the Capital City Chamber of Commerce, and serves on the Board of Directors for CareerSource Capital Region. She previously served as Director of Financial Empowerment and Community Development for Tallahassee Leon Federal Credit Union.
As the former Director at TLFCU, Tuggerson oversaw the expansion of access to capital and financial services in critically underserved urban, and rural communities, where one of the biggest obstacles to economic development is a lack of access to mainstream sources of private sector capital. In this capacity, she interacted with various citizens and groups promoting community development, and youth financial literacy.
Katrina offers the Board comprehensive knowledge and experience in management, student services, and college preparation honed through active participation in various collegiate and community activities.
She holds a Master of Arts in Management & Leadership from Webster University and Bachelor of Science degree in Professional Administration-Business from Barry University, a certification in Financial Counseling from CUNA, Community Development Certified Financial Counselor (CDFI), and VITA certification.
Daniel Williams is the founder and Director of Business Development for Legacy Consulting Solutions, a small business Brand Development Agency
A graduate of Oakwood College, Mr. Williams has developed an extensive background in sales and branding, as well as a proven track record of empowering entrepreneurs and small business owners.
Driven by his passion for empowering young people, Daniel has volunteered with numerous local and national youth mentoring programs.
He has also been recognized for his commitment to the economic empowerment of young people by several organizations, including the Synergetic Network Group, the Small Business Education and Development, and the Urban League.
His life’s mantra is, “In Passionate Pursuit of Purpose.”
Fun Fact about Mr. Daniel Williams: 90% of what he learned about branding and marketing was learned during his time chasing his rap dream.