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.
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
Kellan Brown
Kellan Brown
Kellan Brown
Director of Mentorship Programs
Kellan Brown is the Chief Growth Officer of IncomeLab. She formerly lead the 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 a
Director of Mentorship Programs
Kellan Brown is the Chief Growth Officer of IncomeLab. She formerly lead the 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.
Michaela Jungbluth
Generate excitement
Generate excitement
Generate excitement
Generate excitement
Generate excitement
OUR Strategic Partnerships
Carson Coaching
Carson Coaching
Carson Coaching
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
Carson Coaching
Carson Coaching
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.
AAAA Foundation
Carson Coaching
AAAA Foundation
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.