Financial Education Speakers & Trainers in Wyoming

For organizations looking for highly qualified speakers and presenters, the Wyoming Financial Educators Council provides local experts who provide these services complimentary.

All speakers are volunteering their time to empower communities with financial education programming. Nothing is ever marketed or sold – these events are led by people who represent the mission of the Wyoming Financial Educators Council.

Attendee Materials & Resources for Wyoming-based Organizations

To supplement attendees’ financial education, resources are provided complimentary at all events. All materials are free of advertising, purely educational, and developed by the National Financial Educators Council – an IACET Accredited Provider.

Student Guide Provided by personal finance speakers for the Wyoming Financial Educators Council

Student Guides Aligned with Presentation

Online Financial Literacy Program for the Wyoming Financial Educators Council

Online Financial Education Program Access

Family Finance materials speakers share through the Wyoming Financial Educators Council

Family Finance Materials for All Ages

Advisory Board

Aaron Cruz

Financial Consultant & Certified Educator

Biography

Aaron Cruz

Financial Consultant & Certified Educator

Aaron Cruz, BA, CFEI®, and owner of Unbroken Finance in Sheridan, Wyoming, has earned a reputation for translating complex financial topics into educational tools people can actually use in their real lives. He holds a Bachelor’s degree in Finance from the University of Colorado, Colorado Springs. His career trajectory has included 14 years as a partner in Tactical Financial Solutions, earning the Certified Financial Education Instructor (CFEI®) designation through the NFEC, and donating his time to provide financial education with Volunteers of America Northern Rockies.

Cruz cites his own personal money challenges as a young adult as the motivation behind his current mission to help others gain financial capability and stability. He established Unbroken to bring financial wellness education and resources into treatment centers and to help people navigating the recovery process and/or rebuilding their lives after incarceration. To accomplish these objectives, Aaron builds curriculum, teaches classes, and coaches individuals and business owners one-on-one to build and maintain strong financial foundations that support their life and professional goals. By bridging gaps between theory and practical, real-world skills, he facilitates people to transform not only their financial plans, but their mindsets and confidence.

Aaron Cruz’s goal for participating on the Wyoming Financial Educators Council Advisory Board is to expand the organization’s reach to bring top-quality financial wellness resources to individuals and families from all socioeconomic backgrounds, particularly communities in transition and recovery. Both his financial literacy program experience and his professional expertise position him uniquely to make meaningful contributions to the WYFEC’s mission. Aaron hopes to support that vision by raising standards of financial wellness in communities all across the Equality State.

Outside his professional pursuits, Aaron Cruz is also a proud father and outdoor enthusiast who balances his spare time on trails, coaching and playing sports, and getting involved in his hometown Sheridan community.

Dr. Tyson Garfield

Personal Finance Expert and founder of TheMedicineCheck.com

Regional Advisory Board Member

Dr. Tyson Garfield brings a unique mix of expertise to the Colorado Financial Educators Council Advisory Board. He earned a Doctorate of Osteopathic Medicine degree from the University of North Texas Health Science Center and holds multiple certifications in internal and geriatric medicine. As an Assistant Professor of Geriatric Medicine, he not only has gained primary care experience in a clinical setting, but also expanded his role to include delivering point of care education to medical students, residents, and fellows. As Dr. Garfield came to realize the lack of and need for financial literacy among his students, he developed his current passion for integrating financial education into medical training curricula.

Merging Financial Wellness with Medical Education: Dr. Tyson Garfield

Dr. Garfield’s growing interest in medical education and complex systems management has led him to pursue a Master’s in Business Administration degree from the University of Texas at Dallas, which he expects to complete in August 2025. His overarching goal is to enhance the health and well-being of older adults and the communities where they reside through research, education, and innovation. This objective aligns strongly with the mission of the Colorado Financial Educators Council to bring greater financial literacy to communities across the Centennial State.

As an Advisory Board member, Dr. Tyson Garfield plans to merge his two passions: medicine and financial wellness. His partnership empowers the CFEC to make a strong, lasting positive impact on people’s lives, helping ensure that top-quality financial education resources are available to all Coloradans.

Shangra-La Jones

Grants Manager, Denver Colorado

Regional Advisory Board Member

Shangra-La Jones has distinguished herself both in the financial industry and as a strong advocate for financial literacy education. She holds one Masters in Public Financial Management and a second in Public Administration. Her financial services career has included top-level roles at a brokerage firm, as Assistant Vice President of Compliance banking, and as a Grants Manager.

Jones began to realize her passion for promoting financial wellness as a teenager, when a guidance counselor perceived her knack for numbers and encouraged her to take advanced accounting and enroll in summer financial wellness camps. She and a group of her peers started an investment club, saving and opening an account through a youth investment program. Watching their money grow reinforced Shangra-La’s emerging belief in the power of saving and investing; and helped fuel her drive to help others set smart money goals early in life and avoid negative financial habits as they mature. Since 2008, she has been actively promoting and participating in financial education initiatives across Colorado, and the region, as founder of the Colorado Financial Literacy Project.

Part of this statewide project includes writing and publishing a series of financial education books for youth, “The Ultimate Financial Literacy Program.” The three books in this series to date use interactive activities, games, and puzzles to teach essential financial concepts to all ages – from 6-year-olds through adults.

Jones joined the National Financial Educators Council’s Financial Advocacy Committee in 2018. This committee undertakes to advocate for school financial literacy mandates, engage parents in their children’s financial education, and offer maximum-impact financial wellness education in communities across the U.S. Shangra-La Jones’s background, experience, and history of community service recommended her highly to serve on the Colorado Financial Educators Council Advisory Board.

Financial Education Speakers & Trainers in Wyoming

Attendee Materials & Resources for Wyoming-based Organizations

Advisory Board

Aaron Cruz

Crystal Pouncy

Natalie Fischer

R David Jones