Welcome to Pathway to Possibility

We’re so glad you’re here. This evening is all about celebrating the progress we’ve made together and the path forward, because with financial education, possibility isn’t just a dream. It’s a plan.

Timeline of the Evening

4:30 – Doors Open & Networking

5:30 – Welcome and Opening Remarks

5:40 – Video Presentation

5:50 – Testimonials

6:00 – Keynote Speaker Presentation

6:20 – Awards Ceremony

6:30 – Closing Remarks

7:00 – Event Close

Guest Speakers

Theodis Watson

Master of Ceremonies

Theodis Watson serves as the Director of Community Development at CrossFirst Bank, bringing over 20 years of banking experience and a deep commitment to community impact. He is the National Vice President of the Urban Financial Services Coalition and actively serves on several nonprofit boards. Known for his passion for service and strong leadership in business banking, Theodis is a dedicated advocate for economic empowerment and inclusive growth.

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Peter Mallouk

Welcome and Opening Remarks

Peter Mallouk is the founder of Pathway Financial Education and the President and CEO of Creative Planning, a nationally recognized independent wealth advisory firm. A passionate advocate for financial literacy, Peter co-founded Pathway to provide education and resources to individuals, families, and business owners traditionally underserved by the financial services industry.

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Marisa Martinez

Keynote Speaker

Marisa Martinez has 25 years of experience in nonprofit and banking, focusing on financial empowerment and inclusive banking initiatives in underserved communities, and serves as the Community Development Advisor of the Kansas City Federal Reserve Bank. She has led community development efforts, managed CRA programs, and advocated for innovative financial solutions. A first-generation college graduate, she holds degrees in social psychology and public administration.

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LaTasha Jacobs

Closing Remarks

LaTasha Jacobs has over a decade of experience shaping Kansas City’s financial landscape. A former Community Development Banker at UMB, she provided tailored banking solutions and financial education to underserved communities. Raised in Wyandotte County, she developed a passion for community service early on. Now, as Executive Director of Pathway Financial Education, she is committed to expanding resources, fostering partnerships, and empowering individuals on their path to financial security and independence.

Honoring Our Award Recipients

Partnership for Impact
KIPP Legacy High School

Outstanding Volunteer
Ray Moncrieffe, CPA

Outstanding Volunteer
Mercedes Givens, CFP®

Foundation Award
Jerry Bell, J.D.

Foundation Award
Daniel Sprout, J.D.

Foundation Award
BreAnne Watts

With Gratitude to Our Event Partners

We’re proud to partner with organizations that share our commitment to community and opportunity. Thank you to the following for your generous support in making tonight possible:

Explore More with Pathway

Tonight is just the beginning — and there’s so much more to discover.

Learn More About Our Work

Find out how we’re empowering adults, youth, and small business owners through free financial education and community partnerships.

See What’s Coming Up

Join us at an upcoming workshop or event — whether you’re looking to build new skills or support your community.

Get Involved

Interested in volunteering, partnering, or supporting our mission? Let’s connect.

Thank You

Thank you for being a part of our inaugural Pathway to Possibility celebration. Your presence, your support, and your belief in our mission mean the world to us.

Together, we’re creating real, lasting change one workshop, one learner, one step at a time.

We can’t wait to see what we’ll build next, with you by our side.