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.
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.
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.
Aaron Schaben is president of one of the fastest-growing financial services companies in America, Inc. 5000-recognized Carson Group, and brings years of experience in leadership and strategy development to the program. Aaron has been recognized as an InvestmentNews 40 Under 40 honoree.
Kelsey Ruwe is one of the most passionate and caring people you will ever meet. She is the Chief of Staff at Carson Group in Omaha, Nebraska, where she works directly with students and up-and-coming professionals. Kelsey leads career development initiatives for a team of nearly 250.
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”.
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. 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.
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.
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.
The leading coaching program for financial advisors, established in 1993, has partnered with FinServ Foundation to provide best-in-class coaching and a proven process to young professionals. Carson Coaching has more than 2,500 alumni. Expert coaches and a state-of-art online learning hub help advisors grow and serve their client families with integrity, leaving a lifelong impact.
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.
The Association of African American Financial Advisors (AAAA) Foundation has a mission to create pathways for African-Americans to make a distinguishable impact in the financial planning profession. AAAA Foundation seeks to cultivate the next generation of African-American financial planners, provide advancement opportunities for African-
The Association of African American Financial Advisors (AAAA) Foundation has a mission to create pathways for African-Americans to make a distinguishable impact in the financial planning profession. AAAA Foundation seeks to cultivate the next generation of African-American financial planners, provide advancement opportunities for African-Americans in the industry, and better connect communities of color to financial services.