Washington Financial Literacy Work Group

About The Work Group

Piggy Bank

The Washington Financial Literacy Work Group was created in Governor-sponsored legislation to assess financial literacy in Washington State. This group is tasked with addressing the issues presented in Senate Bill 6272 Chapter 3, Laws of 2008, supported and signed by Governor Chris Gregoire Feb. 11, 2008:

“To identify current state funded efforts to support financial literacy, assess whether there are opportunities to create a centralized location of information regarding these existing state efforts, and to identify whether there are opportunities for expanding partnerships with other community entities also providing financial literacy services.”

Members of this work group must put aside personal product promotion and/or organization affiliation to focus on the mission of the workgroup:

Define the status of financial literacy in Washington State and determine what action is necessary to increase financial literacy at all age levels.

Submit Your Comments To The Work Group

The Work Group will be accepting public comments. Submit comments by emailing webguy@dfi.wa.gov.

Meeting Announcements

The second meeting of the Washington Financial Literacy Work Group will be held May 29, 2008 from 8:00 am - 12:00 pm at the Highline Community College boardroom.  Please check back for more meeting announcements.

Work Group Members

  • Stacy Augustine, Washington Credit Union League
  • Greer Gibson Bacon, Asset Planning & Management, Inc.
  • Cathy Brorson, Kitsap Credit Union
  • Ty Cordova, Commission on Hispanic Affairs
  • Donna Dziak, Solid Ground
  • Mary Gould, WA Attorney General’s Office
  • Erica Benson-Hallock, United Ways of Washington
  • Michelle Hardesty, Retirement Systems
  • Charles A. Helms, Consumer Counseling Northwest
  • Melanie Hess, Junior Achievement
  • Linda Jekel, Department of Financial Institutions
  • Scott Kinney, Jump$tart
  • Paul Knox, CTED
  • Jeremy Lushene, Department of Financial Institutions
  • Paula Mahoney, WaMu
  • Allen Morrow, WA State Senior Citzens' Lobby
  • Kristin Mowat, Washington Bankers Association
  • John Nofsinger, Washington State University
  • Caleb Perkins, OSPI
  • Lyn Peters, Department of Financial Institutions
  • Cheryl Reed, AARP
  • Rep. Sharon Tomiko Santos, 37th Legislative District
  • Kimberly Scott/Amy O'Donnell, WA Society of CPA's
  • Dave Sieminski, Medina Foundation
  • Danielle (Dani) Small/John Tye, Tacoma Goodwill
  • Dee Taylor, Housing Finance Commission
  • Linda Taylor, Urban League of Metropolitan Seattle
  • Pam Whalley,  Western Washington University
  • Lance Wrzensinski, W.F. West High School

Media Relations

If you have questions or need information about the Work Group, please contact Lyn Peters, Director of Communications for the Washington Department of Financial Institutions, at 360-902-9831 or via email at lpeters@dfi.wa.gov.