About Us

The Higher Education Financial Wellness Alliance is a network of professionals dedicated to bringing together post-secondary organizations to inform national conversations that impact the financial wellness field, public policy and educational support services.

The Higher Education Financial Wellness Alliance is a network of professionals dedicated to bringing together post-secondary organizations to inform national conversations that impact the financial wellness field, public policy, and educational support services.

The Higher Education Financial Wellness Alliance will be the premier forum for conversations related to financial wellness in higher education. Through programming, policy, and research the alliance will scale impactful solutions and further the national discussion to assist campuses in developing financial wellness for students to support responsible college financing, remove barriers to degree completion, and provide lifelong skills for economic prosperity.

The 2020 HEFW Summit saw

569ATTENDEES

222INSTITUTIONS

1COMMON GOAL

Who We Are

The Alliance Directorate

The Alliance Directorate is responsible for the year-round programming put on by the organization. The Directorate is comprised of financial wellness practitioners from around the country who are passionate about spreading the knowledge they’ve learned from their time in the field. If you have any questions about the Alliance, please reach out to info@hefwa.org.

Phil Schuman, Executive Director | Indiana University

Bryan Ashton, Managing Director | Trellis Company

Spencer Bowman, Director of Digital Media | Indiana University

Jimena Huaco, Co-Director of Alliance Programming | Champaign College

Morgan McMillan, Director of the Summit | Indiana University

Nate Peterson, Director of Marketing and Communications | University of Minnesota - Twin Cities

Philippa Satterwhite, Director of Summit Programming | University of Tennessee, Knoxville

Karen Serna, Director of Research | Austin Community College

Janessa Siegel, Director of Sponsorships 

Claudia Villicaña, Co-Director of Alliance Programming | University of California, Berkeley

Brad YeckleyDirector of Volunteers | University of North Carolina at Charlotte