Yuly is Buenas Finanzas Program Director. Buenas Finanzas provides CWCs full suite of services through a culturally competent lens, to better accommodate the needs of the Latinx population. She has a BA from City College of New York and a Masters in Public Administration from Metropolitan College of New York. With fourteen years experience leading social service initiatives, she previously worked at New Destiny as Director of HousingLink, and led a financial literacy initiative while working as Manager of Prospect Plaza at Neighborhood Trust Community Partners. Prior to joining CWC, she was with Leading on Opportunity as Family Financial Stability Manager.

Alisha joined Common Wealth Charlotte in 2017 and is Director of Client Engagement. She joined CWC after nine years at Florence Crittenton Services where she assisted clients with a variety of vocational training, college and GED enrollment, budgeting, money management and time management skills. She directs all financial counseling, and leads the organizations Generation2080, MyAffordableHome and Mecklenburg County CRC initiatives. She is a graduate of Kent State University with a degree in Human Development and Family Studies. Alisha is an NACCC® Certified Credit Counselor.

Tonia serves as Director of Financial Education. A graduate of Winthrop University, Tonia joined Common Wealth Charlotte in 2019. She is responsible for delivering CWC’s financial literacy education throughout Charlotte and Mecklenburg County, and serves as the primary liaison with nonprofits and other agencies in the Charlotte area, customizing CWC services to meet the specific needs of those organizations and the clients each serves. She also leads CWC’s Financial Health Workplace initiative. Prior to earning her MSW degree, she enjoyed a 20-year career with Bank of America. Tonia is an NACCC® Certified Housing Counselor, and a CFSW® Certified Financial Social Worker.

Amy is a well-known member of the Charlotte nonprofit community. In 2015, after a 15-year career at Bank of America and Ally Financial, Amy joined SHARE Charlotte, managing its three community-wide giving campaigns (DO GOOD Week, Shop for GOOD and #GivingTuesdayCLT). In 2018, she succeeded SHARE's founder as Executive Director. Joining CWC in 2021 as Chief Opportunity Officer, Amy works with the business, philanthopic and nonprofit sectors in Charlotte to broaden the mission and reach of CWC's efforts.

With 16 years experience in nonprofit credit counseling, Tonia brings in-depth knowledge of credit counseling and debt management guidance in one-to-one sessions with clients. In her current role as Manager of Loan Services, she is responsible for all loan portfolios and provides direct loan counseling and debt settlement planning to CWC clients. She also provides training in various capacities. Tonia is an NACCC® Certified Credit Counselor.

Madeline is a 2015 graduate of Queens University, and joined Common Wealth Charlotte after serving as Admissions Coordinator for Florence Crittenton Services. She is a Senior Financial Counselor and co-manager of Generation2080, CWC’s wealth-building initiative. She also serves CWC in development and social media. Madeline is fluent in both English and Spanish, and is an NACCC® Certified Credit Counselor.

Michael is Salesforce Administrator/Financial Counselor. He came to CWC after three years with the Center for Community Transitions, where he was Client Advisor and Salesforce Administrator. His experience working directly with diverse populations including homeless, chronically ill and formerly incarcerated, along with his expertise in Salesforce, makes him a valuable member of the CWC team. He is a 2017 graduate of East Carolina University with a B.S. in Criminal Justice, and is an NACCC® Certified Financial Health Counselor.

Ada is Buenas Finanzas Advisor and Community Event Coordinator. Ada's fluency in both English and Spanish has enabled her to become a key contributor in CWC's Latinx Community initiatives. As an NACCC® Certified Credit Counselor, Ada is passionate about her work and helping the Latinx community achieve their financial goals. As the community event coordinator, Ada enjoys being out in community sharing information about our works and initiatives, ensuring that the community’s voice and needs are heard and elevated.

Sarah joins CWC as a Financial Counselor. A native of Scottsdale, AZ, she moved to Charlotte in 2000. She holds a BSW from UNC-Charlotte and an MSW from the University of Pittsburgh. Sarah brings professional experience after work in Adult Protective Services, Florence Crittenton Services as a Residential Counselor in Charlotte, Three Rivers Adoption Council in Pittsburgh and most recently eleven years with Atrium Health as a Social Work Supervisor. Her favorite financial motto is, "the most difficult thing is the decision to act, the rest is merely tenacity.” (Amelia Earhart)

Joe is Program Manager, and joined CWC after retiring in 2020 from Wells Fargo Corporate and Investment Banking where he was Head of Portfolio Management for the Technology, Media and Telecom group. Having served on Boards and as volunteer fundraiser for microfinance and small business non-profits, he respects many challenges our clients face as they strive to better control their financial outcomes. Joe works leads CWC's Lending Circles and Generation2080 initiatives, establishing committed step by step processes toward financial sustainability. Joe is an NACCC® Certified Financial Health Counselor.

Caroline joined CWC in August. 2022 as Marketing Manager. She brings an extensive history of working in Charlotte's nonprofit community, holding marketing and event operations positions first with the YMCA and then with SHARE Charlotte. She has B.S and M.B.A. degrees from East Carolina University. In her role at CWC, Caroline is responsible for presenting CWC to the Charlotte/Mecklenburg community through media, advertising and events.

Born and raised in El Salvador, David has been a Charlotte resident since 2014. He has over 5 years of experience as a professor at UNC-Charlotte, and over 10 years of experience in the public sector, including involvement with multiple non-profits in the Charlotte area. David is Buenas Finanzas Service Manager. He is passionate about social justice and the development of the Latinx community, individually and collectively. He is a technology buff who enjoys time with his family and good conversation. David is an NACCC® Certified Financial Health Counselor.

Shalil serves CWC as Controller since joining the team in February, 2022. She brings more than 20 years experience in providing clients with tailored financial services, and has expertise in operational accounting, financial statement preparation and income tax work for nonprofit organizations. Prior to assisting CWC, Shalil’s other associations in Charlotte include Foundation for the Carolinas and the Children and Family Services Center (CFSC).

Chuck is Executive Director, and joined Common Wealth Charlotte in 2017 after 33 years in business, advertising, and marketing, including 25 years managing the firm he co-owned with his wife, Aprill. A Charlotte resident since 1987, Chuck cares deeply about the city, its people and its future. He is a graduate of the University of Tennessee, a musician, a writer, dog lover, coffee roaster and frequent traveler to U.S. National Parks. He is an NACCC® Certified Financial Health Counselor.