OUR BOARD OF DIRECTORS
Jamie Hopkins, President
Jamie Hopkins, President
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.
Aaron Schaben, Treasurer
Jamie Hopkins, President
Jamie Hopkins, President
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, Secretary
Jamie Hopkins, President
Kelsey Ruwe, Secretary
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.
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.
Clarisa Hernandez, CFP®
Anna N'Jie-Konte, MBA, CFP®
Anna N'Jie-Konte, MBA, 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
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.
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.
Administrative Staff
Dr. Julie Ragatz
Dr. Julie Ragatz
Dr. Julie Ragatz
Executive Director
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.