Vice President/Financial Education
“I love being able to embrace the diversity and the commonality in our community while helping people reach their goals through education.”
Anne-Marie has worked in the financial services industry for over 30 years, gaining vital experience through a myriad of positions. She started Jeanne D’Arc Credit Union’s Financial Education Team in 2005 and has spearheaded its growth for the past ten years. The team celebrated a milestone in 2013, reaching over 10,000 people with financial education. Anne-Marie enjoys working with the community in many different aspects and is a strong believer in volunteering. She is an active participant in many school and community organizations and is the Founder of a non-profit organization, Catie’s Closet.
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 Bank-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 nine years and has been teaching financial education for 7 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 & Adult
“Life is all about making the right choices. My job is to help make sure that people have the information they need to make smart financial decisions.”
Before Carlos joined Jeanne D’Arc Credit Union’s Financial Education Team he was sharing his own personal experience and knowledge, gained from 8 years of banking experience, with family and friends. Carlos believes that financial literacy is a life lesson best learned at a young age. He eagerly shares his advice, of setting a goal and sticking with it until it’s achieved, with area high schools students and adults. Carlos is bi-lingual in Spanish and is on the Board of the Young Professionals of Greater Lowell.