Board of Directors & Advisors

Mary is President of WHPC and responsible for the leadership and management of assets. With her guidance, WHPC owns over 160 developments with over 8,565 units in Wisconsin.

Prior to joining WHPC, Mary had several executive-level positions in the commercial banking industry at Wells Fargo Bank and Johnson Bank in Madison, Wisconsin where she was responsible for business development, client relationships, loan and bond portfolio management, client financial solutions and building bank reputations in the marketplace. As Director of Multifamily Housing at WHEDA, Mary was responsible for lending, tax credit allocation, managing credit risk, asset management and contract management.

Mary serves on several boards and committees including Journey Mental Health Center, National Leased Housing Association, Access Community Health Centers and Wisconsin Women’s Business Initiative Corp. She is a member of TEMPO and the Downtown Madison Rotary.

Mary earned a B.S. in Business Administration/Finance from University of Wisconsin-La Crosse, a Graduate School of Banking Degree from Southern Methodist University and completed The Executive Education Program through the Wisconsin Business School at University of Wisconsin-Madison.

The belief that quality housing is an essential component of a fulfilling life inspired Erbert to join the WHPC Board in 2011. Passionate about a person’s right to live a rewarding  life, Erbert sees a board position as the best way to help people achieve that goal.

Through his background in financial management, Erbert believes he is able to provide insight and direction to best practices in transaction execution and process implementation necessary for WHPC to be a high performing organization.

Erbert is a Wisconsin native and holds a BBA degree in accounting from the University of Wisconsin. He is a CPA and advises financial institutions. With licenses in investment banking (Series 7 and 63), Erbert has extensive experience in public finance. Erbert also serves on the Board of Froedtert Hospital Foundation.

Richard retired in 2011 as President and CEO of Johnson Financial Group, Inc., a $6 billion financial services company based in Racine with operations in Wisconsin, Arizona, and Switzerland. Richard was also Chairman and CEO of Johnson Bank, serving on the Board of Johnson Financial Group, Inc. and Johnson Bank. He was Vice-Chairman of Banque Franck, Galland & Cie SA and Franck Galland U.S. Advisors SA in Geneva, Switzerland. While CEO of Johnson Financial Group, the company was named several times by Fortune Magazine as one of the 100 Best Places to Work in America.

Dave manages the new business development and trust administrative functions of Associated Bank’s Wealth Management Services for the Milwaukee, Chicago and St. Louis markets. Dave is passionate about working with community charitable organizations. He is the senior board member at Vision Forward and recently completed his term as President of Trinity Housing Resources.

Dave is a long standing Board Member at the Zoological Society of Milwaukee and a trustee of the Zoological Society of Milwaukee Endowment Trust. He currently chairs the Catholic Community Foundation as well as the Outreach committee for St. Elizabeth Ann Seton Parish.

Dave has over 35 years of industry experience including consumer and private banking, trust, investment management and real estate advisory services. Dave has a BBA in accounting from the University of Wisconsin-Milwaukee.

Prior to his retirement, James was associated with Bank Mutual for over 25 years, as General Counsel and Secretary of the bank and its holding company, Bank Mutual Corporation. As General Counsel, he was responsible for overseeing the bank’s legal affairs. Prior to joining Bank Mutual, James was a member of the financial institutions department with the von Briesen & Purtell, S.C. law firm. In addition to serving on the Board of Directors of WHPC, he has also served on the Board as President of Wisconsin Initiatives in Sustainable Housing, Inc., a Board Member of Movin’ Out, Inc. and Neighborhood Housing Services of Milwaukee, Inc.

Dan is Senior Vice President of Development for the Commonwealth Companies, Inc. Commonwealth is nationally recognized as one of the top affordable housing developers in the country. They are currently active in 21 states with over 100 projects in their development portfolio. Dan provides leadership and oversight of the development operations for the Commonwealth Companies. He works closely with their team of developers and development support staff to facilitate all phases of the development process.

Dan has over 19 years of real estate experience which includes the acquisition and development of over $800 million of affordable housing, totaling approximately 6,500 units. Dan is driven to change the lives of others by providing a safe and stable place to call home. His position on the board gives him the opportunity to apply his talents toward the WHPC mission. Dan has a BBA from the University of Wisconsin-Madison with a double-major in Finance and Real Estate.

Natalie offers 35 years of experience in commercial real estate finance and development with a specialization in affordable housing. In 2019 she retired from the City of Madison where she held the position of Director of the Department of Planning, Community and Economic Development and oversaw the daily operation of department activities. In that position she supervised a wide range of City activities related to real estate and land use, community services for low- and moderate-income people, affordable housing, economic development, and small business support. As part of her responsibilities at the City, Natalie also directed and managed the City of Madison’s Public Housing and Redevelopment Authority.

Dave is Chairman of The Fiore Companies in Madison, where he assists with the development of corporate policies and objectives for the firm’s real estate, equity, and venture capital investments. Guided by over 40 years of experience in negotiating and implementing complex business arrangements, Dave has directed the acquisition, development, and successful operation of new projects and investments for the Companies.

In addition to WHPC, Dave serves on several boards including Sub-Zero Group, Inc., National Guardian Life Insurance Company, and The Caritas Foundation. Previously, he served as Vice Chairman of the Board for WHEDA, a Trustee for the State of Wisconsin Investment Board (SWIB), as well as being chair and a board member for Agrace HospiceCare, Inc., and Johnson Community Development Corporation.

Dave holds a BBA degree in finance and a law degree from the University of Wisconsin-Madison.

Ann recently retired as Assistant Secretary and Associate General Counsel of American Family Mutual Insurance Company, S.I. Prior to American Family, Ann was the General Counsel for WHEDA where she was part of the team that created WHPC.

Her passion for affordable housing is the reason she has been on WHPC’s Board of Directors since its inception, serving as Chairman for five years. Ann has over 20 years of senior management experience and over 35 years of working with boards of directors. She currently serves on the Board of Future Wisconsin Housing Fund.

A Marshfield, Wisconsin native, Ann is a graduate of Arizona State University and the University of Wisconsin Law School.

As a WHEDA Business and Community Engagement Officer since 2003, Kimberly developed proficiency in all business lines at WHEDA, including multifamily housing, economic development, single-family housing, and the WHEDA Foundation. In that role, she promoted and marketed WHEDA financing products throughout seven counties in Southeastern Wisconsin.

Kimberly created a highly successful, intensive educational program designed to teach emerging developers and other housing partners about WHEDA’s Federal Housing Tax Credit program. She also coordinated training sessions for lenders, economic development professionals, and municipal leaders about WHEDA financing tools. Governor Tony Evers also appointed her as WHEDA’s Chief Operating Officer effective May 14, 2019.

In her 28th year at the helm of WWBIC, Wendy is an internationally recognized leader in microenterprise, small business development, financial capability, and social enterprise.

In her long and rich career, Wendy has focused on advancing opportunities for women,
people of color, lower-wealth individuals and Veterans and Military Connected Families. She has pioneered business incubation, capital access programming, financial and business educational programming and financial capability initiatives in Wisconsin and advanced many through national channels.

With her leadership and vision, WWBIC has grown from a $200,000 budget with a staff of two, to a $9 million organization with over 70 staff, and seven regional offices. Over 33 years of impact, WWBIC has directly lent over $82 million in micro and small business loans with a current loan portfolio of $23.5 million and 564 active borrowers.

Wendy began her bachelor’s at George Washington University and holds a Bachelor of Arts Degree in Psychology and Sociology and a master’s degree in Exceptional Education from the University of Wisconsin-Milwaukee.

Wendy’s personal mission has always been to improve the financial well-being of others. This is exemplified in her career choices and bountiful volunteer service. In addition to Wendy’s commitment to WWBIC, she led the team that launched Milwaukee as a Kiva City (now ranked 8th highest volume in US), drove development of the Milwaukee Public Market, co-founded the national Association of Women’s Business Centers, co-formed the Invest in Wisconsin CDFI partnership, and currently sits on numerous regional and national boards.