Founded in 1987, Take Charge America, Inc. is a 501(c)3 nonprofit organization committed to providing financial education and counseling to improve the lives of individuals and families nationwide.
David Richardson, CPA, Chief Executive Officer
David Richardson joined Take Charge America in 2008 as Director of Finance and was promoted to Chief Financial Officer in 2009. In 2012, he was appointed to Chief Executive Officer and now oversees all agency operations.
Chris Surman, Director of Client and Creditor Services
Chris Surman joined Take Charge America in 1991 and has the distinction of being with the company longer than any other employee. She has held numerous positions over the years and is currently the Director of Operations.
Carol Lown, Compliance Officer
Carol Lown joined Take Charge America in 1999. She is the Compliance Officer, oversees communications and public relations and serves as the corporate secretary.
Board of Directors
Ralph Gilbertsen (Chairman)
Managing Director, CBRE, Inc. Global Corporate Services
Deborah Haynes, Ph.D
Professor, Montana State University
Rob Leslie, CPA
Partner, Eide Bailly LLP
Master Certified Coach, Self-Employed
Industry Consultant, Self-Employed
Managing Principal, K-Vaughn Consulting, LLC
Private Mortgage Banker, BMO Private Bank
Jonathan J Fox, Ph.D
Professor, Department of Human Development and Family Studies, Iowa State University
Assistant Superintendent, Phoenix Union High School District