Meet Our Team
Assistant Treasurer – Financial Education Officer
“I love knowing at the end of every day that we made a difference; that we have opened people’s eyes to what good financial planning and management can do for their lives. We are able to help people achieve their goals and that is a wonderful feeling.”
Kim oversees the team of Financial Education Specialists and ensures that the curriculum used is up to date and relevant. She also manages the Save-at-School Program, which is an incredible opportunity for school aged children to learn the valuable lesson of making saving a habit at a young age. Kim has been in the industry for more than 10 years and has been teaching financial education for nine years. She recognizes the importance of having strong financial skills and has dedicated her career to sharing her knowledge with the community.
Financial Education Specialist – K-4 & Adult
“I enjoy educating people in the community to help them achieve a bright financial future. It is a privilege to share my personal experiences and knowledge to ensure people of all ages can achieve financial success.”
Kaelagh Haley joined the Financial Education Team after receiving her Bachelor’s Degree from UMass Lowell. She has several years’ experience working with children and brings her appreciation for their inquisitive nature and aptitude for learning to her role as Financial Education Specialist. Kaelagh works primarily with our youngest age group teaching them the benefits of “Save, Share & Spend” and instilling strong saving habits at an early age. She also conducts Lunch & Learn programs at local businesses to impart a better understanding of personal finance and how to apply that knowledge to reach individual goals.
Financial Education Specialist – 5-8 & Adult
“Education is vital in helping people attain success in all aspects of life. I feel honored to have the opportunity to share my experience and knowledge to give people the tools that will help them reach their financial goals.”
Gratia has been employed in retail banking and residential lending for over 25 years. In her current role she focuses on Grades 5 through 8, teaching the concepts of Needs vs. Wants, Goal Setting, Budgeting and more. She enjoys working with people of all ages, backgrounds, ability levels and cultures. She draws on her knowledge to help people achieve financial security by instilling a sense of fiscal responsibility. Gratia is a devoted volunteer at many local organizations including Ironstone Farm’s Challenge Unlimited program.
Financial Education Specialist – High School
“It is my pleasure to educate our community by sharing my knowledge and experience when teaching financial literacy. It is so rewarding to see an individual grow and achieve their financial goals.”
Jenny has more than 10 years’ experience in the financial services industry, working in multiple positions in retail banking. She holds an Associate’s Degree in Business Administration with a concentration in Banking and Finance. Through guidance and education, she helps equip students in grades 9-12 with the right tools, resources and knowledge to help them make smart financial decisions that lead them on a path to success. Jenny teaches high school students through adults about the importance of credit, understanding debt, setting goals and more.