Join Us on April 16, 2024, for our Annual meeting & Board of Directors Election!
For more information on Board Election, including Nominee Bios and the 2023 Annual Report, click here.

Wellby Financial logo

Board and Leadership

Meet the leaders behind the Wellby difference.

Serving Together

Our board and leadership team share a common goal of living our purpose, and continuously striving to elevate our members’ experience. Their commitment to our organization’s purpose drives Wellby to both be better and do better for our members and communities. 

Board of Directors

Our board members are deeply rooted in the communities we serve and in the fabric of our organization. They lend their time, experience, and voice to our goal of helping members break down barriers and help people prosper.

Deborah Acosta Conder

Chair

Deborah Acosta Conder

Brian Freeman

Vice Chair

Brian Freedman

Peggy A. Zahler

Treasurer

Peggy A. Zahler

Portia S. Keyes

Secretary

Portia S. Keyes

Jenny Dudley

Director

Jenny Dudley

Director

Carla Kantara

Director

Sid Schmidt

Natalie Saiz

Director Emeritus

Natalie Saiz

Leadership

We are proud to be a diverse and inclusive organization inside and out, and we believe we are a better organization because of our differences. Our leadership believes everyone deserves to follow their dreams in the pursuit of financial well-being and leads our organization to fulfilling that mission.

Marty Pell, CEO & President, Wellby Financial

President & CEO

Marty Pell

Chief Financial Officer

Deena Smith

Chief Lending Officer

David Jacobs

Monique Robertson Gunter, Chief Retail Officer, Wellby Financial

Chief Retail Officer

Monique Gunter

Chief Technology Officer

Wes Turner 

Chief Legal Officer

Alexis Lewis

Richard Sowell, Chief Strategy Officer, Wellby Financial

Chief Strategy Officer

Richard Sowell

Our Purpose

Our purpose is to help people prosper.

Ready to get started?

Becoming a member is easy with our quick and simple online application.