Tag: Advisers Giving Back

Two causes that are close to Renee Scherzer’s heart are helping with animal rescues and supporting children in crisis—though her giving efforts expand into many other areas.

It’s no surprise that a charity fitness challenge involving cycling—and a great cause—quickly built momentum among advisers.

It was originally supposed to be a one-time thing, but at this point, Lanser has spent more than 17 years volunteering at St. Ben’s Community Meal program.

During and after his daughter’s career as an elite speed skater, Bruce Lanser at UBS has been volunteering his time to help the niche sport continue to thrive in the Milwaukee area. He also finds time to serve on the board of Junior Achievement.

Soraya Morris is a lead trainer at Envestnet | MoneyGuide. She formerly worked for a fee-only registered investment adviser and says mentorship is a huge part of her past and future in this industry.

Among other efforts, the firm dedicates significant time and resources to causes that fight hunger and support financial literacy among girls and young women in Indiana.

The plight of rural community health care systems is a personal matter for the community in Albert Lea, Minnesota, and for Brad Arends at intellicents.

Some people are called to give back and invest in their local communities, while others are compelled to go farther afield.

Investing in the local community has been an important part of the firm’s identity from its founding in 1992, and it makes sure to involve its staff members’ spouses and families to make its giving even more meaningful.

As the firm’s founder, David Griffin, explains, retirement plan advisers have a particular skillset that can be very useful in coordinating giving efforts during these unprecedented times.

One charity program Pensionmark supports is Partners in Education, which pairs young people with mentors from the business community to help them prepare for internships and first jobs.

Founded by Florida-based financial adviser Jason Chepenik, the Smarter Tomorrow Foundation is on a long-term mission ‘to give every kid from every community a fair shot at a strong financial future.’

Now part of HUB International, the firm hopes to expand its giving to positively impact the lives of children in the Houston area.

Though its giving efforts are expansive, the CAPTRUST Community Foundation’s vision is singular: 'Plain and simple, we want to enrich the lives of all children.'

One of Sentinel’s many charitable engagements has directly benefited a little girl named Cora, the granddaughter of a longtime employee, who was born with a severe congenital heart condition.

The editorial team of PLANADVISER was blown away by the generosity of advisers recognized in our 2019 Advisers Giving Back program, and we’re already working on new stories of giving for 2020.

Under the CBIZ Cares program, employees at CBIZ’s 100 offices around the nation are encouraged to volunteer their time in their local communities.