Back to Top


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.

Corporate Officers

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.

Michael Sullivan, Ed.D, Director of Education and New Services Development

Michael Sullivan is the Director of Education and New Services Development for Take Charge America. He oversees all educational components of the organization and develops new services to help individuals reach financial independence.


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

Andrea White
Master Certified Coach, Self-Employed

Alice Sweeney
Industry Consultant, Self-Employed

Kerwin Brown
President & CEO, The Greater Phoenix Black Chamber of Commerce

Jody Davis
Private Mortgage Banker, BMO Private Bank

Chat Button