The Indiana Assets and Opportunity Network's Steering Committee functions as the support system for the Network. Members provide support for the Network’s activities by providing information, resources, credibility, and feedback to the Network Manager.
Family Resource Management Educator
Purdue Extension - Marion County
In her role as an Extension Educator, Naomi provides the link between land grant university research and Indiana residents by creating innovative learning opportunities that address local issues. She works with community partners to create and develop educational programs centered on personal financial management and healthy living.
Naomi has an AB in Public Policy from Duke University and an MBA from Lehigh University. She is in the process of completing her Accredited Financial Counselor certification.
workforce development consultant
Michelle joined the team at Duke Energy in August 2018 as a Workforce Development Consultant for the Midwest region, including Indiana, Ohio, and Northern Kentucky. In this role, Michelle works closely with internal and external partners, educators, community colleges, and other organizations to advance Duke’s workforce development strategies which include career awareness, strategic partnerships, education pathways, and public policy. Prior to joining Duke Energy, Michelle spent ten years in the nonprofit sector, most recently as Director of Financial Stability at United Way of Central Indiana. Michelle has expertise in nonprofit organizations, programs and initiatives that promote economic mobility for low-income, underserved populations, including financial coaching, workforce development, and integrated service delivery systems such as the Centers for Working Families model.
Michelle has a Bachelor’s degree in Social Work from Ball State University and a Master’s of Social Work with a concentration in Leadership from Indiana University School of Social Work. She resides in Indianapolis with her husband and two young children.
Goodwill TalentSource Employment Specialist
Goodwill Industries of Central Indiana, Inc.
David Dalton is an Employment Specialist for Goodwill Industries of Central Indiana. As an Employment Specialist for TalentSource his focus is on developing relationships with employers in a variety of industries, counseling and placing candidates in high wage positions, and offering retention services to ensure the success of the population Goodwill serves.
Goodwill's mission is to improve the economic self - sufficiency and well -being of adults and the future employability of young people.
As the Policy Director, Kathleen works to advance network member priorities by helping to craft and advance Prosperity Indiana’s policy agenda before the executive and legislative branches of federal, state, and local government. She keeps members informed on policy issues, mobilizes members in response to specific advocacy efforts, and helps produce statewide convenings for the network.
Indiana Institute for Working Families
Erin witnessed disparities in access to educational opportunity firsthand as a middle school teacher. Motivated to examine and change the social systems that held these inequalities in place, Erin returned to graduate school and earned her doctorate in education policy. While pursuing her degree, Erin conducted policy analysis and completed program evaluations for Indiana schools, state agencies, and non-profits.
In her most recent role as a technical assistance coordinator at the Great Lakes Equity Center, Erin developed publications and helped deliver direct, context-driven technical assistance to Midwest school districts struggling to provide equal opportunity on the basis of race, gender, and national origin. Erin's professional and personal experiences, especially as a mother of four, inspire her to continue to amplify the voices of those who are typically underrepresented in leadership and policy-making positions and, as a result, lack the supports they need to thrive.
Senior Relationship Tax Consultant and Earned Income Credit Coordinator
internal revenue service
Previously, Kate has served as the Volunteer Income Tax Assistance (VITA) Representative, Taxpayer Service Specialist, Manager and Senior Tax Specialist at the Internal Revenue Service. Currently, she is a Senior Relationship Tax Consultant and the Earned Income Credit Coordinator for Indiana. She also plays an active role in the Internal Revenue Service’s Volunteer Income Tax Assistance (VITA) program, is the Internal Revenue Service’s representative on the Indianapolis Asset Building Coalition as well as the Indianapolis Territory’s Financial Education and Asset Building (FEAB) Subject Matter Expert.
Kate has a Bachelor of Arts degree from Bates College in Maine and studied accounting in the Masters of Accounting program at Georgetown University in Washington, D.C. Kate is married and the proud mother of two.
HOMESTEAD Consulting services
Marie Morse has been with Lafayette Neighborhood Housing Services, Inc. dba Homestead Consulting Services since 1985. She has held various positions within the organization including financial and programming positions. She has been the Executive Director of the organization since 2007. As Executive Director, her duties include administration: staff management, program management, financial management, board, resident & volunteer management, resource development, and public relations.
Manager of Regional Outreach and Capacity Building
Early Learning Indiana
Jahanah currently serves as Manager of Regional Outreach and Capacity Building for Early Learning Indiana. In her role she works with various stakeholders across the state to strengthen and support the infrastructure of early childhood education in Indiana. In previous roles Jahanah served as a financial coach, and she continues to be passionate about helping individuals, families and communities achieve financial success.
Jahanah has a B.A. in Spanish from Indiana University and holds certifications in Financial Education, Foreclosure Prevention and Housing Counseling. In her free time Jahanah enjoys cooking, gardening and working on her small businesses. She and her longtime companion live on the far eastside of Indianapolis with their two dogs.
Director of Financial Literacy
Phil Schuman serves as Director of Financial Literacy at Indiana University, managing the award-winning IU MoneySmarts program, including authoring content and resources for students on moneysmarts.iu.edu, implementing a required financial literacy module for all new students, and teaching a personal finance First Year Seminar at IUPUI. Phil is the founder of the Indiana University's MoneySmarts Team, a group of undergraduate and graduate students trained to provide one-on-one education and group presentations on finances to students across all IU campuses. Phil is also the Co-founder of the National Summit on Collegiate Financial Wellness. Phil graduated with an MBA from the Kelley School of Business and a BA in Psychology from DePauw University.
senior program officer
local initiatives support corporation (lisc)
Thomas Orr is a Senior Program Officer with the Local Initiatives Support Corporation (LISC) in Indianapolis, where he manages the Centers for Working Families initiative. He was instrumental in launching a green jobs project for low-income workers focused on "deconstruction" of unsafe and abandoned properties. He is currently working on implementation of a career pathways project to “bridge” basic skills and occupational training for low-wage workers. He represents LISC on a cross-agency team to develop strategies for re-use of industrial sites leading to job creation in urban core neighborhoods.
He is the author of two books, Hammers in the Fog and Tongue to the Anvil. He holds a B. A. from Gordon College.
indiana department of financial institutions
Mark spent 40 years with the Indiana Department of Financial Institutions, a regulatory agency for state chartered depository institutions and other entities who extend various types of consumer credit. He was a field examiner, Consumer Credit Division Supervisor and Deputy Director during his tenure. He obtained his Certified Financial Planner (CFP) designation in 1987. Mark has had a continuing interest in financial literacy for all ages and demographics.