Our Team

Who We Are

Friendly faces make a place what it is—they’re the foundation. In this section, you’ll learn about who we are as individuals, and about what we stand for. We have a passion for collaborating and for giving back. Read more about our team below!

Bobbie Gilbreath

Bobbie Gilbreath is the Director of Operations for the Financial Education Partnership. FEP is one of the largest and fastest growing nonprofits in the country.

Bobbie brings with her a degree in business management as well as a strong desire to help others. Her previous experience covers the gamut, from several years in the health and wellness industry, to leading a national marketing organization in her native Houston, TX in record-breaking productivity. She is motivated to impact the fundamental way that the public receives financial education and is committed to ensuring resources will be available to everyone in need. One of Bobbie’s primary responsibilities is to recruit, train and provide continuing education for our educators across the country. Bobbie’s volunteer interests include the YMCA and Girl Scouts of America. She also has a passion for fashion, travel, and sailing. As a recent transplant in Chicago, IL when not representing FEP, Bobbie enjoys exploring the city, live music, and volunteering.

Jonathan Lee

Jonathan Lee is the National Tax and Estate Planning Director for the Financial Education Partnership. FEP is one of the largest and fastest growing nonprofits in the country.

Over the past 20 years, Jonathan has provided training for financial planners, tax advisors, and investment professionals, nationwide. His development of financial software and calculators has revolutionized many advising offices across the country. Jonathan is also the creator of the C.A.R.E. Program that has helped countless families save hundreds of thousands of dollars in taxes, while benefiting their charity of choice and leaving their family with a tax free inheritance. Jonathan is a widely sought out conference speaker on financial management, training, and wealth management strategies. His seminars are in constant demand because of his expertise in finance, trusts, insurance, tax and estate issues.

Besides his non-profit, Jonathan actively supports worldwide mission trips and is responsible for funding hospitals and schools in Southeast Asia and in Africa. Jonathan and his family live in suburban Maryland.

Brannon Lloyd

Brannon Lloyd is the National Director of the College Planning Institute for the Financial Education Partnership. FEP is one of the largest and fastest growing nonprofits in the country.

Brannon is a well-known planner and educator, who has literally grown up in the financial arena. Brannon has conducted workshops for corporate employee benefits program including United Airlines, ExxonMobil, Memorial-Hermann, Nasa, and the City of Houston. Brannon is a sought-after media guest and has been featured in such media publications as USA Today, US News and World Report, ABC 13, and Fox News. Brannon attended the University of Houston and is an active member of University of Houston alumni association. He spends his time volunteering for the Houston Livestock Show and Rodeo, The Community of Hope, Feed the Homeless and the Houston Bank.

Brannon is a United States Navy veteran. He  has also spend two years working in Moscow, assisting the rebuilding of the embassy for the State Department. In addition to his native English he speaks Spanish and Russian, and is trying, without much luck, to learn Mandarin Chinese. When he is not helping people learn about finance, he enjoys hunting, fishing and sailing.

Andrea Robayo

Andrea Robayo is the Assistant Director of the College Planning Institute for the Financial Education Partnership. FEP is one of the largest and fastest growing nonprofits in the country.

Andrea Robayo graduated from the University at Albany and is a member of the U.S Committee for Refugees and Immigrants (USCRI). She is an active member of the Houston Chamber, American Business Women’s Association, and Autism Society.

Andrea was born in Bogota, Colombia and is a native Spanish speaker. She likes to travel with her family, is an avid fitness geek, and loves to try new restaurants

 

Lindsey Baumgarth

Lindsey Baumgarth is a Community Relations Coordinator of Missouri of Midwest Operations for the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country.
Lindsey is a graduate from Missouri State University where she studied Administrative Management with an emphasis on Health Care Management. Throughout her college years, she was a part of two campus organizations that focused on the Springfield, Missouri community. Lindsey served as The President of a campus organization called Relay for Life. Their main goal was to educate the community on the variations of cancer and fundraising for research. Lindsey also served as The Vice President of Philanthropic Services for her sorority where she worked closely with the Alzheimer’s Association. In this role, she organized many junctures, including the Walk to End Alzheimer’s Springfield.

You can find Lindsey in her native community of St. Louis with her dog Waffles, who is her pride and joy. In her personal time, she is out and about golfing, hiking and volunteering.