Financial Literacy Task Force


Treasurer Kimberly Yee appointed Arizona’s first-ever Task Force on Financial Literacy, aimed at making sure all Arizonans will have the opportunity to attain proficiency in basic money management. This 17-member Task Force is already taking the next steps to bring resources to students, seniors, military veterans and vulnerable populations who need help with managing their money across our great state. The State Treasurer's Financial Literacy Task Force will examine the landscape of financial literacy across Arizona’s communities and identify opportunities for improvement. 

Mission Statement

To advance financial literacy throughout the state of Arizona, ensuring all Arizonans have the
opportunity to attain proficiency in basic money management.


  • Chairwoman, Treasurer Kimberly Yee

  • Michael T. Allen,  CPA, Audit & Assurance Principal, REDW LLC.

  • Michele Bentivegna, School Teacher

  • Myron Lizer, Vice President of the Navajo Nation​

  • Katherine Kemmeries Celcala, President, Junior Achievement of Arizona

  • Austin DeBey, Vice President of Legislative Affairs, Mountain West Credit Union Association

  • Amy Corriveau, Chief Program Officer, First Things First 

  • Paul Hickman, President & CEO, Arizona Bankers Association

  • Curt Krizan, Chief Financial Officer, Fiesta Bowl

  • Leah Landrum Taylor,  Assistant Director, Arizona Department of Economic Security, Former Arizona State Senator

  • Sharon Lechter, Best-Selling Author and Motivational Speaker

  • Larry Mathis, CFP, AIF, Founder & CEO, Mathis Wealth Management

  • Pam Morrison, Community Relationship Officer, Phoenix Rescue Mission

  • Sue Perry, CRC, ERPA, President, Edberg Perry, Inc.

  • Elena Zee,  CFP, President & CEO, Arizona Council on Economic Education

  • Reggie Yates, Major, United States Army, 2013 Inductee in the Arizona Veterans Hall of Fame

  • Cynthia Zwick, Executive Director, Wildfire: Igniting Community Action to End Poverty in Arizona

  • Daniel Salter, General Manager, Dignity Memorial, Arizona Funeral Services, Inc.

Inside the Vault

Office of the State Treasurer Arizona

1700 West Washington Street

Phoenix, AZ 85007

Main: (602) 542-7800

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