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FinServ Foundation
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Our Partners

Leadership & Community

Colleges & Universities

Colleges & Universities

FinServ Foundation is supported by the generous time, donations, and strategic support of a number of financial services industry leaders, including BlackRock and Carson Coaching. 

Colleges & Universities

Colleges & Universities

Colleges & Universities

Our community is comprised of academics, advisors, coaches, and other experts who see the need and want to help. We partner with top academic institutions to help support  students and provide a brighter future for all.

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.

OUR Advisory Board

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. 

Danny Harvey, MBA

Anna N'Jie-Konte, MBA, CFP®

Anna N'Jie-Konte, MBA, CFP®

Danny Harvey, The Educator Motivator, is the Director of the Financial Planning

Program & Finance Instructor in the College of Business at Prairie View A&M

University, he has over 18 years financial industry experience. While at Invesco as a

portfolio manager, he actively traded and managed over $70 billion in fixed income

assets; his funds w

Danny Harvey, The Educator Motivator, is the Director of the Financial Planning

Program & Finance Instructor in the College of Business at Prairie View A&M

University, he has over 18 years financial industry experience. While at Invesco as a

portfolio manager, he actively traded and managed over $70 billion in fixed income

assets; his funds were in the top of their Lipper category. He now provides solutions to

individuals and small businesses to attain their financial goals; and develops others to

do the same.


Danny, a professional speaker, has a TED Talk, delivered Keynote addresses,

presented at The New York Federal Reserve Bank, at Columbia University’s Teachers

College, has appeared on radio and podcasts, as well as a host of other venues to reach educators, parents, working professionals, entrepreneurs, and youth. He has been featured in the 8th- 10th editions of Who’s Who in Black Houston. And recently

named a finalist for HBCU Male Faculty of the year for 2017-18. He mentors youth,

promotes education, financial literacy, and serves on nonprofit boards. Danny is training

college students to counsel and teach financial literacy to their peers and youth.

Danny is a graduate of the Houston Black Leadership Institute (Class II), United Way’s Project Blueprint (Class XXXIV) and Leadership Houston (Class XXXVI). Danny’s

undergraduate degree is from Texas A&M University and attained a MBA from the University of Houston. Danny serves in the deacon ministry at Brookhollow Baptist Church, and is a member of Kappa Alpha Psi Fraternity, Inc. The native Houstonian is

the joyous and blessed husband of LaJuande’ and proud father of Danny and Dylan.

Mr. Harvey believes "You don’t give to get... but if You give you will get"

Dr. Craig Lemoine

Anna N'Jie-Konte, MBA, CFP®

Dr. Craig Lemoine

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.

Dr. David Rhoiney

Dr. David Rhoiney

Dr. Craig Lemoine

  

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.

Michael Lane

Dr. David Rhoiney

Michael Lane

Michael Lane is Managing Director and Head of iShares, U.S. Wealth Advisory at BlackRock. He oversees teams that support the development of advisor-centric solutions, due diligence and implementation of iShares ETFs. Michael has published three books and a range of articles on financial planning and advisory practices. 

JaQ Campbell

Dr. David Rhoiney

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”.  

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. 

Kate Healy

Dr. Preston Cherry

Dr. Preston Cherry

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.

Ashley Hardaway

Dr. Preston Cherry

Effie Antonoudi, Ph.D., 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.

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®

Terrance K. Martin, PhD., MBA

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.

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

Clarisa Hernandez, CFP®

Kellan Brown

   

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.

Administrative Staff

Brian Money

Michaela Jungbluth

Michaela Jungbluth

Director of Partnerships

bmoney@finservfoundation.org

Michaela Jungbluth

Michaela Jungbluth

Michaela Jungbluth

Director of Operations

Michaela@finservfoundation.org



Denise Sprung

Michaela Jungbluth

Dr. Craig Lemoine

Director of Social Media

dsprung@mitlinfinancial.com 



Dr. Craig Lemoine

Dr. Craig Lemoine

Dr. Craig Lemoine

Strategic Advisor

 Director of Academic Partnerships

craiglem@illinois.edu

Samantha Allen

Dr. Craig Lemoine

Victoria O'Tool


 Director of Mentorship

samantha@finservfoundation.org

Victoria O'Tool

Dr. Craig Lemoine

Victoria O'Tool


 Director of Events

victoria@finservfoundation.org

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.

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