OUR BOARD OF DIRECTORS
Jamie Hopkins, President
Dr. David Rhoiney, Secretary
Jamie Hopkins, President
Jamie Hopkins has worked with NextGen students for years. A nationally-recognized writer, researcher, and educator, he is a regular contributor to Forbes, InvestmentNews and MarketWatch. Jamie has been published in dozens of financial, educational and legal journals. Jamie is CEO of Bryn Mawr Capital Management and CWO at WSFS.
Bonnie Treichel, Treasurer
Dr. David Rhoiney, Secretary
Jamie Hopkins, President
Bonnie Treichel is the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors and service providers in the retirement plan industry. She was awarded InvestmentNews 40 Under 40 in 2023, the ABA’s On the Rise - Top 40 Young Lawyers Award in 2022.
Dr. David Rhoiney, Secretary
Dr. David Rhoiney, Secretary
Dr. David Rhoiney, Secretary
United States Naval Academy graduate, former two-sport NCAA Division 1 athlete, applied mathematician, cryptologist, cyber security specialist, and robotic general surgeon all before the age of 35, Dr. David Rhoiney arose from poverty and homelessness as a child to create a type of success that serves as a blueprint for others to follow.
United States Naval Academy graduate, former two-sport NCAA Division 1 athlete, applied mathematician, cryptologist, cyber security specialist, and robotic general surgeon all before the age of 35, Dr. David Rhoiney arose from poverty and homelessness as a child to create a type of success that serves as a blueprint for others to follow. Dr. David is a passionate advocate for the voiceless who uses his life experience and talents to help others navigate the complexities of life and achieve their dreams. His life’s mission is to leave a lasting legacy that helps decrease the wealth gap and ease the barriers to a successful life that exists in the United States.
Administrative Staff
Victoria O'Tool
Danny Harvey, MBA
Danny Harvey, MBA
Denise Sprung
Michaela Jungbluth
Michaela Jungbluth
Michaela Jungbluth
Michaela Jungbluth
Michaela Jungbluth
OUR Advisory Board
Kate Healy
Anna N'Jie-Konte, MBA, CFP®
Julien Franklin, CAP
Kate Healy is CEO and Founder of AdvoKate IQ, LLC, a consultancy firm designed to help wealth management create growth strategies to take advantage of demographic changes affecting talent and client acquisition, helping firms purposely build their brand.
Healy is widely recognized as a leading advocate for the financial planning profession
Kate Healy is CEO and Founder of AdvoKate IQ, LLC, a consultancy firm designed to help wealth management create growth strategies to take advantage of demographic changes affecting talent and client acquisition, helping firms purposely build their brand.
Healy is widely recognized as a leading advocate for the financial planning profession.
Wealthmanagement.com named her to the 2018 “Ten to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews' inaugural "Women to Watch" in 2015. Additionally, she was TD Ameritrade's 2014
Impact Award winner for Leadership in Diversity and Inclusiveness.
She currently serves on the FinServ Foundation and is past board chair of the Foundation for Financial Planning. Kate supported the CFP Board's Center for Financial Planning in a variety of roles since inception. She was formerly managing director for TD Ameritrade Institutional, leading marketing and
Generation Next.
Healy is a frequent speaker at industry events including InvestmentNews, FA Magazine, Future Proof, FPA, NAPFA and TD Ameritrade’s LINC national conference. She is a contributor to industry publications
and podcasts, including Barron’s: The Way Forward, WealthManagement.com, and InvestmentNews.
Healy holds a Bachelor of Arts in Economics from Rutgers College.
Julien Franklin, CAP
Anna N'Jie-Konte, MBA, CFP®
Julien Franklin, CAP
Julien Franklin serves as VP, Endowments, Foundations, and Charitable at Bryn Mawr Trust. With over 15 years in the nonprofit and financial services sectors, Julien has worked with institutions, individuals, and charitable organizations, helping them harness capital to fulfill their missions and impact their communities for the long term.
Julien has served on numerous nonprofit boards and committees across the Philadelphia region including Junior Achievement of Southeastern PA and The Regional Foundation. As a lifelong financial literacy advocate, Julien is proud to help young financial professionals advance their careers and strengthen the future of the sector.
Julien holds a Chartered Advisor of Philanthropy (CAP) designation and has expertise in the utilization of charitable vehicles, strategic grantmaking, and nonprofit operations. He is a graduate of Trinity College.
Anna N'Jie-Konte, MBA, CFP®
Anna N'Jie-Konte, MBA, CFP®
Anna N'Jie-Konte, MBA, CFP®
Anna is a passionate believer in the empowerment of women and minorities in America. She is the founder of Dare to Dream Financial Planning: a fee-only, virtual financial planning firm that serves the needs of 30/40 something women of color who want to live boldly and make a lasting impact on their family tree.
She is also the host of t
Anna is a passionate believer in the empowerment of women and minorities in America. She is the founder of Dare to Dream Financial Planning: a fee-only, virtual financial planning firm that serves the needs of 30/40 something women of color who want to live boldly and make a lasting impact on their family tree.
She is also the host of the “First-Gen Realness” podcast. There, she engages in conversations with her fellow first-generation Americans in order to reinforce their value and immense contributions to the fabric of America. By fostering a sense of community, she hopes to remind her peers that they matter, their stories are important and they are not alone in attempting to navigate multiple cultures with grace.
Anna is a native New Yorker; lover of everything related to food, the Gambia, Latino history, West African culture, and literature. When she doesn’t have her head buried in a spreadsheet, you can find her working out, re-reading literary classics, hanging with her husband and three daughters, or dreaming about her next adventure.
Ashley Hardaway
Ashley Hardaway
Anna N'Jie-Konte, MBA, CFP®
Ashley Hardaway is a seasoned Wealth Advisor at Alexander Legacy Private Wealth Management, with extensive experience in personal financial planning and relationship management. With a proven track record in business development, she specializes in advising high-net-worth individuals and providing tailored financial strategies. Her backgr
Ashley Hardaway is a seasoned Wealth Advisor at Alexander Legacy Private Wealth Management, with extensive experience in personal financial planning and relationship management. With a proven track record in business development, she specializes in advising high-net-worth individuals and providing tailored financial strategies. Her background spans financial planning, client retention, and strategic marketing, all aimed at fostering long-term success for her clients. Additionally, she is deeply committed to mentoring young people and sharing her expertise in finance and business.
Michael Lane
Ashley Hardaway
Michael Lane
Michael Lane is the Head of Asset Management at SEI, following a 6-year career at BlackRock. Michael has published three books and a range of articles on financial planning and advisory practices.
JaQ Campbell
Ashley Hardaway
Michael Lane
Jacqueline Campbell “JaQ” is a motivated, energetic, and driven leader, who has a deep passion for the inclusion and equity of people from all background and cultures. JaQ is an ambassador for attracting, retaining, and advancing the careers of diverse professionals in the wealth management industry. Her core philosophy is,
“Leaders create Leaders”.
Effie Antonoudi, Ph.D., CFP®
Effie Antonoudi, Ph.D., CFP®
Effie Antonoudi, Ph.D., CFP®
As an Assistant Professor and Undergraduate Coordinator at the University of Georgia, I am dedicated to shaping the future of financial planning through dynamic teaching and impactful research in personal finance. My work focuses on equipping students with the knowledge and skills needed to navigate complex financial landscapes, while my
As an Assistant Professor and Undergraduate Coordinator at the University of Georgia, I am dedicated to shaping the future of financial planning through dynamic teaching and impactful research in personal finance. My work focuses on equipping students with the knowledge and skills needed to navigate complex financial landscapes, while my research aims to advance understanding in personal finance to improve financial well-being.
Terrance K. Martin, PhD., MBA
Effie Antonoudi, Ph.D., CFP®
Effie Antonoudi, Ph.D., CFP®
Dr. Terrance K. Martin, Associate Professor and Director of the Center of Excellence in Financial Services at Winston-Salem State University, specializes in financial literacy and economic well-being. With a Ph.D. in Personal Financial Planning, he has led impactful programs, secured major grants, and authored research featured in Forbes.
Dr. Terrance K. Martin, Associate Professor and Director of the Center of Excellence in Financial Services at Winston-Salem State University, specializes in financial literacy and economic well-being. With a Ph.D. in Personal Financial Planning, he has led impactful programs, secured major grants, and authored research featured in Forbes. Originally from St. Kitts and Nevis, he is dedicated to empowering underserved communities through financial education.
Fellow Advisory Board
Victoria O'Tool
Jalen Blackmon, CFP®
Jalen Blackmon, CFP®
Jalen Blackmon, CFP®
Jalen Blackmon, CFP®
Jalen Blackmon, CFP®
Amanda Bearden, CFP®
Jalen Blackmon, CFP®
Amanda Bearden, CFP®
Jared Rhein
Valentyna Voloshyna
Amanda Bearden, CFP®
Valentyna Voloshyna
Valentyna Voloshyna
Valentyna Voloshyna
Bradley Xaltipa
Valentyna Voloshyna
Valentyna Voloshyna
Meghan Hein
Meghan Hein
Meghan Hein
Past Advisory Board Members
Clarisa Hernandez, CFP®
Clarisa Hernandez, CFP®
Clarisa Hernandez, CFP®
Clarisa Hernandez is a financial advisor and CERTIFIED FINANCIAL PLANNER™. She has served on numerous boards and held numerous industry leadership positions. Clarisa is committed to providing a holistic approach to financial planning and specializes in working with dentists and other young professionals.
Dr. Craig Lemoine
Clarisa Hernandez, CFP®
Clarisa Hernandez, CFP®
Craig Lemoine is Director of the Financial Planning Program at the University of Illinois, Urbana-Champaign. He serves as Associate Clinical Professor, teaching courses in risk management, retirement, and financial planning. Craig earned his Ph.D. from Texas Tech University and holds the Certified Financial Planner ™ and Master Registered Financial Consultant™ designations.
Kellan Brown
Dr. Preston Cherry
Dr. Preston Cherry
Kellan Brown leads to Retirement Solutions Division at Finance of America with a mission to bring home equity into the retirement planning process. She has worked in various leadership roles across three different industries and is considered a subject matter expert when it comes to implementing scalable and measurable mentorship progr
Kellan Brown leads to Retirement Solutions Division at Finance of America with a mission to bring home equity into the retirement planning process. She has worked in various leadership roles across three different industries and is considered a subject matter expert when it comes to implementing scalable and measurable mentorship programs within organizations. She is the women’s lead for Finance of America’s enterprise DEI&B initiative, and she chairs the Mentorship committee across all Finance of America companies. Kellan was recognized as a Women to Watch by InvestmentNews in 2022.
Dr. Preston Cherry
Dr. Preston Cherry
Dr. Preston Cherry
Dr. Cherry is Founder and President of Concurrent Financial Planning, LLC, a comprehensive financial planning firm serving households and business owners across generational lines. He is a financial advisor coach for Carson Coaching and serves as Assistant Professor of Finance in the Austin E. Cofrin School of Business at the University of Wisconsin – Green Bay.
OUR Strategic Partnerships
Bryn Mawr Trust/WSFS
Bryn Mawr Trust/WSFS
The leading Trust and Wealth firm serving advisors and their clients with Trust, private banking, and estate services. Committed to supporting the next generation of financial service professionals WSFS and Bryn Mawr Trust support students in mentorship, development, and coaching.
BlackRock
Bryn Mawr Trust/WSFS
BlackRock is a proud visionary and sponsor of the FinServ Foundation NextGen Program. BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, they help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.
Wisdom Tree
Wisdom Tree
Wisdom Tree has partnered with FinServ Foundation to support getting young professionals exposure to the industry. Wisdom Tree employees have volunteered and mentors in our program and have supported numerous development opportunities for FinServ Foundation fellows.