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Rivermark Financial Coaches

Financial Coaching

At Rivermark we are committed to empowering you, our members, with the financial knowledge, skills, and confidence to achieve your financial goals. We believe in providing human-centered service and support to guide you through your financial journey every step of the way which is why we offer specialized financial coaching to all of our members.

Rivermark Financial Coaches are dedicated to helping members to achieve their financial goals. Through a comprehensive program with personalized guidance, they help with budgeting, debt management, savings strategies, and building a strong credit score, ensuring members are supported at every financial stage.

Engaging with a Rivermark financial coach offers invaluable benefits at any financial stage. They customize their advice to your situation and goals, simplifying financial complexities and empowering informed decisions. With their support, you’re not just planning for the future but establishing a secure, prosperous financial foundation.

Why Rivermark Financial Coaches?

Our financial coaches are not just advisors; they’re certified partners in your financial wellness. Utilizing training developed by the Credit Union National Association (CUNA), our coaches undergo a rigorous 10-week program, focusing on key financial coaching principles. They also complete a financial wellness debrief that ties the training back to Rivermark's approach to member services, ensuring a seamless blend of theoretical knowledge and practical application for our community. This unique approach ensures that our coaches are not only experts in financial principles but also specialized in applying these effectively to meet the needs of Rivermark members.

Our commitment to financial empowerment is the heart of why we have invested in creating a team of certified financial coaches. By providing this level of specialized support, we model leadership, innovation, and our unwavering dedication to elevating our members' financial well-being.

What Can a Financial Coach Help With?

What to Expect in Coaching Sessions

When you decide to work with a Rivermark financial coach, here’s what you can expect:

  • Personalized 1:1 guidance tailored to your unique financial situation.
  • A selection of specific tools and resources that cater directly to your needs.
  • Flexible scheduling of weekly, monthly, or quarterly sessions to help set and achieve attainable financial goals.
  • The option for in-person or video meetings with your coach, focusing on mapping out the next phase of your financial journey.
  • Human-centered care that listens to your needs without imposing advice.


At Rivermark, we're excited to offer our members this dedicated support to financial empowerment. Whether you're laying the foundation for your financial future, navigating through complex financial challenges, or seeking to optimize your financial health, our certified financial coaches are here to guide you.

Our Financial Coaches

  • Megan Pierce

    Megan Pierce

    Coaching Location:
    Multiple Locations

    Coaching Availability:
    By Appointment Only

  • Teresa Horie

    Teresa Horie

    Coaching Location:
    Vancouver Branch

    Coaching Availability:
    By Appointment Only
    Mondays | 9am-11am
    Wednesdays | 2pm-4pm

  • Anna Lucas

    Anna Lucas

    Coaching Location:
    Multiple Locations

    Coaching Availability:
    By Appointment Only

Ready to take the next step in your financial empowerment? Reach out to us today to learn how working with a Rivermark financial coach can transform your financial future.