Financial Coaching

Having a plan can make your financial goals more attainable, creating a blueprint for your financial success is our specialty. Our Budget Buddies are committed to supporting you on every step of your journey, from earning to saving to planning for a purchase.

Please click this link for the Budget Buddy Tools for a list of resources during your session.

Make Life Financially Simple

We can all benefit from a little advice now and then. Have you accumulated an overwhelming amount of debt? Have you recently experienced a financial hardship? Are you struggling to manage household expenses or finding it more challenging to balance all of your expenses, debt, or credit needs? Are you just starting and want to make sure you are on a stable financial path? If you answered yes to any of these questions, we can help you.

Resource One has a Budget Buddy Financial Hotline available to help guide you during uncertain times with managing your credit or financial needs. Our team is trained to help you in a non-judgmental manner while encouraging you to make the changes needed to get back on track with your financial goals. You can schedule to speak to a Budget Buddy in a way that will work for you, whether you prefer coaching by phone or video call.

Appointments for financial coaching are scheduled for an hour but may take longer, depending on your financial needs. These sessions can help build confidence in your finances by focusing on these topics.

Sign up to get started on your financial wellness.

Financial Hot Line

Connect with a Buddy that fits your needs.

Proficient :

Locations :

Life Experience :

Financial Coach Clarence N.

Clarence N.

Debt Management | Financial Behavior

I have been a Resource One Credit Union member and employee since 2002 and have served in various capacities. Since 1985, I have worked in Consumer and Commercial Finance, and have been a part of and supported numerous community and civic interests in the Southern Sector of Dallas County. Additionally, I have been a Certified Financial Counselor and Credit Union Development Educator since 2018.

This influence and experience are the foundation of my belief that every individual has the potential to find value in themselves and others through applied learning and discipline, both socially and economically.

Life Experiences: Marriage Finances, Medical Debt, Job Loss & Change, Dealing With Death, Bad or Low Credit, Large Debt Load, Home Ownership

Jorge C.

Jorge C.

Debt Management | Savings Planning | Credit Reports

Hello, my name is Jorge, and I was born and raised in Dallas, Texas. One of the things I always wanted to do as I was growing up is to help people. When I was young, I remember my parents telling me to be kind to people and always to help those in need. That is where I get my passion for helping people. It brings me joy to see someone succeed in whatever they do. It brings me joy to help someone get out of a hard situation financially and succeed.

Being a part of Resource One Credit Union since 2007 has given me the experience to develop and educate myself to help our members that need financial counseling.

Life Experiences: Kids & Family Planning , Marriage Finances, Medical Debt, Bad or Low Credit, Large Debt Load, Home Ownership


Phillip C.

Change Management | Financial Behavior | Future Planning

Hello, my name is Phillip and I am a native Texan. I serve as the Training and Development Manager here at Resource One Credit Union. I have been a part of the Resource One Family since 2003. My pleasure is to lead our Financial Counseling and Outreach efforts here at your Credit Union.

My credentials include a BBA in Business Management from Amber University, and since 2008 I’ve held my certification as a Financial Counselor. In both 2008 and 2009, I had the honor of receiving the Texas Focus Award from the Cornerstone Credit Union Foundation for my work in financial education.

My passion is to help people become better versions of themselves. Specifically, to help you discover how to achieve personal and financial success. If you’d like to begin the journey of change, then choose me to help guide you through those steps.

Life Experiences: Divorce or Separation, Kids & Family Planning, College Finances, Marriage Finances, Job Loss & Change, Dealing With Death, Bad or Low Credit, Home Ownership

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Jason R.

Debt Management | Credit Repair | Credit Reports

I’m from the Dallas area, born and raised via Oak Cliff, and moved to Lancaster around 1984. I’ve been married since 2004 to my beautiful wife. I am also a father of 3 girls. .

I’ve had several mentors and managers, even friends through this career path. All of these experiences personally and professionally have led to the position I’m in now since 1996. Presently, I serve as the Branch Manager at our Cedar Hill location and serve on the Leadership Southwest Board for our Tri-City Area, South Of I-20.

I love finances and serving people while enhancing our communities, how may I serve you?

Life Experiences: Kids & Family Planning, Marriage Finances, Bad or Low Credit

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Yolanda W.

Change Management | Credit Repair | Setting Goals

I am from Dallas, Texas. I have been with Resource One since 2012. I am passionate about assisting everyone with accomplishing their dream of financial independence. My goals are for members of our community to attain better credit, lower interest rates, homeownership, and be afforded the opportunity not to live paycheck to paycheck. If they are committed to financial change and doing better, then I am committed to seeing them become economically knowledgeable and financially sound.

Life Experiences: Kids & Family Planning, College Finances, Marriage Finances, Job Loss & Change, Dealing With Death, Bad or Low Credit, Home Ownership

George L Coming Soon

George L.

Credit Reports | Setting Goals | Financial Behavior

Hello, my name is George. In 2003 I started working in the Financial Services industry and I have been with Resource One since 2018. I have a passion for helping others by being knowledgeable about the products and services we offer.

On a personal note, I’m an avid runner, cyclist, and weightlifter, and I soak up the sun as much as possible. I love to learn new things, whether it be Salsa dancing or learning how to fish or become a better cook. I’m a firm believer than you can never stop learning, and that life is about becoming a better you.

Life Experiences: Kids & Family Planning, Marriage Finances, Job Loss & Change, Home Ownership

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Tammie M.

Debt Management | Credit Repair | Spending Plans

Hello, my name is Tammie, and I have had the privilege of serving Resource One members since 2006.

Through my time at the credit union and life experiences, I have gained hands-on knowledge, which I use to offer financial guidance to our membership. I am passionate about seeing my members grow in all areas of their financial lives.

One of my favorite financial quotes, “The goal isn’t more money. The goal is living life on your terms.”-Will Rogers

Life Experiences: Divorce or Separation, Kids & Family Planning, Bad or Low Credit

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Maria E.

Spending Plans | Savings Planning | Financial Behavior

Hello, my name is Maria. I have been with Resource One since 2017. I have been in the financial industry since 2008 and the majority of my time being with credit unions.

In 2008, my father passed away, and it had a substantial financial impact on my family. After our loss, I changed my mindset. I realized the importance of taking control of our finances and being financially educated. I am very passionate about saving money, budgeting, and using our resources to get the most value for our hard-earned dollar. I am also a mom to a growing teenager.

Life Experiences: Divorce or Separation, Job Loss & Change, Dealing With Death, Home Ownership

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Chouie A.

Debt Management | Credit Repair | Credit Reports

Hey-there! My name is Chouie, and I was born in Laos, making me Chinese-Cambodian descent. I came to the U.S. when I was four years old. Back in 2005 moved from Los Angeles to Dallas. I have been in the financial business since 1995, but I have been with Resource One specifically since 2015.

I love what I do here at Resource One. My passion, alongside playing APA pool, is being able to make a difference in helping my members reach their goals. It is rewarding to see what I do make a whole world of difference in someone else’s life.

Life Experiences: Debt Management, Credit Repair, Credit Reports

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Erika R.

Setting Goals | Future Planning

My name is Erika Reyes and I am currently the Branch Manager of the East Dallas branch at Resource One CU. I have been with Resource One for what will be 13 years in December and in the financial services industry for 16 years. My experience has given me a wealth of knowledge when it comes to the art of moving money but most importantly it has given me the chance to share that knowledge with people who need it the most. I enjoy the genuine connections that I get to be a part of every single day.

As a wife and a mother of 3, I am passionate about my family and our growth as a unit as well as the growth of each of us individually. This has given me the ability to connect with my members on an even more personal and human level. I enjoy learning and I believe there is no cap for personal growth. Change is inevitable and I constantly want to be an advocate for anyone ready to make a change for the better.

Life Experiences: Kids & Family Planning, Marriage Finances, Dealing With Death, Bad or Low Credit, Large Debt Load, Home Ownership

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