Financial Well-Being Team
Free Financial Coaching from our
Well-Being Team
- One-on-one sessions in a friendly, judgment-free environment
- Expert advice to address your specific circumstances and financial goals
- Guidance in creating a customized life plan to help you achieve financial peace of mind
- Ongoing financial check-ins to support you every step of the way
So whether you need help creating a budget, managing debt, building credit, buying a home or maybe you just aren’t sure where to start, our goal is to empower you with the knowledge and tools to take control of your financial future!
Meet Our Team
Janelle Holland
Financial Well-Being Coach
“My overall goal as a Financial Well-Being Coach is to make sure that my members end our meetings together feeling better about their financial future than before we met.”
Regions:
South KC, Lee's Summit, Blue Springs, Independence, Johnson County
Jeremy Davis
Financial Well-Being Coach
“I’m a firm believer that financial literacy should be accessible to everyone, and the most rewarding experience for me is helping members feel empowered to achieve their financial goals.”
Regions:
Leah Wilken
Financial Well-Being Coach
Wyandotte County,
Midtown
Ryan Steitz
Financial Well-Being Coach
Regions:
North KC, Leavenworth County, Platte County, Clay County
Jackie Rogers
Community
Mortgage Advisor
Resources to Get You Started
We’re Here to Help
Schedule a meeting with one of our certified Financial Well-Being Coaches (FiCEP) to develop a customized life plan to meet your financial goals.
