Advisers Giving Back: Theresa Conti
A retirement industry leader takes time out every holiday season to provide gifts to kids in need in her local...
Tag: Advisers Giving Back
Advisers Giving Back: Shane Hanson
Freedom Fiduciaries founder turned a 10-day trip running a basketball clinic for disadvantaged children into a lifelong mission to improve...
Advisers Giving Back: Petros Koumantaros
A retirement plan consultant and his family start a sustainable cancer research and support fund in his father’s name.
Advisers Giving Back: Jeff Acheson
A personal tragedy put this retirement industry leader on a path to work with an organization helping young girls be...
Advisers Giving Back: Lisa Buffington
This plan adviser encourages peers to join her in teaching financial education and know-how to students of all backgrounds and...
Advisers Giving Back: Rickie Taylor
A plan consultant finds himself mentoring a group of young, Black professionals, and now has an open-door policy to try...
Advisers Giving Back: Mike Devlin and the Village of Tanyigbe
A pension risk consultant’s volunteer trip to Africa turned into an impactful project for a small village in Ghana—and a...
Advisers Giving Back: Brad Holdhusen and the Father’s Club
The Prime Capital Investment Advisors adviser discusses a grassroots organization to promote fathers’ involvement with kids and communities.
Publisher’s Note
Why the Winners
In May , we hosted our second annual PLANADVISER Industry Leader Awards; it was an evening honoring people across the...
Advisers Giving Back: Independent Financial Group
David Fisher says IFG’s community has been good to him, his firm’s people and their families—so for him, an important...
Advisers Giving Back: ProCourse Races for Financial Fitness
In just three years of sponsoring a 401(k) Race for Financial Fitness, ProCourse Fiduciary Advisors has raised more than $100,000...
Advisers Giving Back: 401k Plan Professionals
Like many of their industry peers, the close-knit team at 401k Plan Professionals understands the importance of giving back and...
Advisers Giving Back: Sean Patton
Raised by his family to believe in the importance of giving back, Patton now leads various important efforts in the...
Advisers Giving Back: A Big Year (and Day) of Giving for the CCF
The CAPTRUST Community Foundation (CCF) raised almost $5 million in 2020, of which it donated a record $1 million, to...
Advisers Giving Back: The Barry Family
John Barry says giving back has always been important to his firm and his family, though the means of doing...
Advisers Giving Back: Gallagher and the Special Olympics
Special Olympics CEO Mary Davis says the longstanding support her organization receives from Gallagher has made a direct and lasting...
Advisers Giving Back: Rita Fiumara and the Financial Literacy Gap
Providing Barron’s magazine subscriptions to graduate students at her alma mater is one way Rita Fiumara, a retirement plan specialist...
Advisers Giving Back: Winfred Boyce Jr.
Winfred Boyce Jr. doesn’t consider himself a history buff or an aviation fanatic, but his interest in working with the...
Advisers Giving Back – Domenic DiPiero at Newport Capital Group
The founder and president of the firm says giving back to the community is something he learned at home—and from...
Advisers Giving Back: The Moneta Charitable Foundation
A 150 mile bike ride for charity? No problem for the MCF.