About Us by Katherine Lesch

What we do and why it matters

With nearly 11 years of experience in the non-profit financial education industry, we know just what you need.

AFEA is a national, 501(c)(3) non-profit organization. We offer financial education to the general public, taught by our qualified and trained Instructors. These Instructors are also known as Chapter Presidents, and some chapters have additional members called Sub-Agents or Chapter Directors. We have 160+ chapters all over the nation, with over 200 Instructors. We offer a plug-and-play, turn-key program for qualified financial professionals. Let us handle everything from finding and booking a venue or setting up your webinar, to arranging your marketing, providing you with courses to teach, training to teach them, and follow-up after each event from a dedicated team member.

In our industry, we know what is working and what is not, and we want to make it easy for you to make our program work for you. After years of testing markets all over the country, then gathering and analyzing that data, we are confident in our ability to handle the proper setup and execution of all of your one-to-many financial education ventures. Best of all, you can do all of this through a trusted, 501(c)(3) non-profit organization.

Our Mission

As an IRS recognized 501(c)(3) non-profit organization, AFEA's mission is to inform and empower Americans to take control of their finances by providing comprehensive financial education in communities nationwide. 

AFEA financial education is delivered in a variety of formats including (but not limited to):

  • Classroom style at local community colleges and universities
  • In public libraries
  • Onsite in businesses or churches
  • Online via live and pre-recorded webinars
  • Self-study via our online financial wellness portal 
  • Live in-depth program training at our annual training conference

Our History

AFEA was created out of need, both for the general consumer and financial professionals. In a time of uncertainty, 2011, our founder and CEO, Rick McClanahan was called to bring together the best of many past experiences in the financial education realm while adding a turn-key, customer service oriented spin to his version of a financial education platform.

Our program is like no other out there. We are membership driven, therefore we are very invested in your success as a professional. We hope that we can be the ones to change your practice forever like many of our long-time members.

Learn More

Our Chapter Development Team

Our Chapter Development team is here to answer any questions you might have about the program. Our job is to recruit, interview, qualify, and train motivated financial professionals to become AFEA Instructors. Our Chapter Development Specialists are always available by appointment, and will assist  you with all of your onboarding, training, and compliance needs during our Onboarding & Training process.

Katherine Lesch


Holly Taylor

Director of Chapter Development

We Take the Effort out of Education

Book an Agent Strategy Session to learn more about how our program can work for you.

Book an Agent Strategy Session

See AFEA from a different point of view!

Follow our Co-CEOs, Katherine Lesch & Kaeleen Bruce on Instagram 

as they lead Agents and Advisors to SUCCESS using non-profit education and event-based marketing!