A foundation committed to empowering, developing, and creating access and opportunity for the next generation of financial service professionals.
Omaha, NE
Joined March 2021
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High praise for "Even More Than Money," a new release from @harrimanhouse, the same publisher that brought you "Your Retirement Sketchbook" by Jamie Hopkins @RetirementRisks and Bonnie Treichel @btreichelesq
Grab Your Copy Today!
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Early copies out in the wild 📘
“Your Retirement Sketchbook”
being signed by @RetirementRisks at @NitrogenWealth’s Fearless Investing Summit
#fsi26
A huge thank you, @NitrogenWealth, for supporting our mission and for hosting @FinServOrg Fellows at Fearless 2026 at the Hyatt Regency in Denver from February 18th to 20th.
oh and shhh...... Callie Devaney provided our Fellows with a sneak peek 👀
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FinServ Foundation is proud to announce the appointment of Erin Wood CFP®, FBS®, Senior Vice President of Advanced Planning at @AssetMark, and Brian Hamburger, Founder and CEO of @MarketCounsel, to its Board of Directors.
Happy New Year from The FinServ Community
As we close out the year, we are proud of what we’ve accomplished together.
Thank you to our sponsors, mentors, and volunteers for showing up. And thank you to the Fellows for trusting us.
We are energized for what's to come in 2026.
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Happy Hanukkah from the Finserv Community
Wishing those who celebrate eight days filled with meaningful moments.
This Giving Tuesday....
Join us in shaping the future of financial services.
Donate Here → finservfoundation.org/donate
🦃 Happy Thanksgiving from the FinServ Foundation Community
🍁 We are grateful for all of you who makes our mission possible.
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Finance isn’t being disrupted …. it’s being upgraded.
New tech, new ideas, new leaders.
The next era of finance starts with us. 🌱
Tune- in as William Peck Head of Digital Assets at @WisdomTreeFunds and @RetirementRisks discuss
→ youtu.be/mUz8cSsorQ8
Are you an advisor open to giving back?
Explore being a mentor for FinServ Foundation
Apply Here →finservfoundation.org/get-in…
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The Basics Behind Required Minimum Distributions
youtu.be/Vk_FabtLiCI
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Digital assets are opening real doors in finance
From tokenized funds to on-chain innovation
→ opportunity is everywhere
The future of money is now💡
Listen in as William Peck Head of Digital Assets at @WisdomTreeFunds & @RetirementRisks discuss
→ youtu.be/mUz8cSsorQ8
Finance is evolving fast 🚀
And the next generation isn’t waiting
Tokenized assets, digital yield, and new ideas are redefining what’s possible
Listen in as William Peck, Head of Digital Assets at
@WisdomTreeFunds and @RetirementRisks
discuss
→ youtu.be/mUz8cSsorQ8
Finance is evolving fast 🚀
And the next generation isn’t waiting
Tokenized assets, digital yield, and new ideas are redefining what’s possible
Listen in as William Peck, Head of Digital Assets at @WisdomTreeFunds and @RetirementRisks discuss
→ youtu.be/mUz8cSsorQ8
It’s a shame to hear that
Our Executive Director, Victoria, a former FinServ fellow (and still a student) is excited about the future of the profession.
She is working to help attract new talent including other young women
More than 2 dozen joined us at Invest In Women
🚀 FinServ Foundation is proud to announce a multi-year partnership with Financial Independence Group (FIG) to expand its efforts in developing the next generation of financial advisors and professionals.
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🏆 Tonight is the night 🏆
The 2025 @wealth_mgmt Industry Awards
@FinServOrg is honored to be nominated for two #Wealthies
⭐ Corporate Social Responsibility
Young Advisor Development Program
⭐ Industry Associations
Fellowship Program
