Mission and About

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Mission and About 2018-09-17T15:45:11-06:00


PFEEF’s mission is to provide support to organizations and their employees as they take charge of their financial well-being. The Employee Survey and Personal Financial Wellness Scale™, the Quality Providers list, and additional PFEEF services enable employers to understand that employees who have their finances in order will be more productive. Organizations that empower their employees to take charge of their financial well-being show results that include improvement in workplace productivity, employee morale, and loyalty.

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PFEEF’s Board of Advisors and Management

Alistair Aitchison, Business Development Director
Emenex Ltd, U.K.

Brad Barron, President and CEO
CLC Incorporated

Helaman Berrios, Client Services
Personal Finance Employee Education Fund

Frances Laskey, Director
Progress Through Business

E. Thomas Garman, Founder
Personal Finance Employee Education Fund

Tom Harms, Treasurer
Personal Finance Employee Education Fund

John Hoffmire, Chairman
Personal Finance Employee Education Fund

Shelley Hoffmire, U.K. Managing Director
Personal Finance Employee Education Fund

Jerry Kalish, President
National Benefit Services, Inc.

Joe Saari, CEO
Precision Information

Partner Organizations


Progress Through Business, Inc. is a partnership of individuals, organizations, and businesses that are focused on sustaining and enhancing underserved communities through initiatives, research, writing, networking, and entrepreneurship.

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Emenex is a U.K. consulting and training company that works with organizations to improve employee performance, increase engagement, enhance employer brand and empower employees.

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The goal of the Center on Business and Poverty is to support innovative writing and community projects related to exemplary employers who participate in social enterprise. The Center is an initiative of the University of Wisconsin-Madison College of Letters and Science.

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