Investments & Wealth Foundation Donors

The Investments and Wealth Foundation is grateful to those individuals and companies listed below who have generously invested in our scholarships.

With Special Thanks to our Founder’s Circle Donors

Kevin Sánchez,
In Honor of Capt. Hector Julio Sánchez*

Dobbs Family Foundation

Bold indicates gifts from Investments & Wealth Institute and Investments & Wealth Foundation leadership. This list reflects donations received as of December 22, 2023. If there are omissions or corrections, please contact us.

Individuals

Jefferson Adcock

Moe Allain

Libet Anderson

David Archer

Pan Athanasoglou

Brandon Averill

Michael Bailey

Chris Bidwell

Dorothy  Bossung

Garry Bridgeman

Noel Brown

Eilin Cabutto (Barazarte)

Kelly Caffrey - Thrivent Advisor Network

Floy Campe

Dean Cartwright

Kelly Castleberry

Yasmin Cavallo

Phil Clark

Mike Coburn

John Collier

Christina Collins

Johnny Colon

LynnAlexis Lee Corey

Jaime Court

Ira Cox

Tony Davidow

Beau Davis

Mary Deatherage

Stephen Dygos

Stephen Emanuels

Lee England

Vance Falbaum

April Ferrell

Lisa Featherngill

Jose A. Fidalgo Cordova

Jean Fidone-Schroer

Tim Fisher

Ernie Fordon

Matt Fratolillo

Brian Frederick

Heather Gardner

Christine Gaze

Gregory Goin

Troy Goldstein - ProShares

Kristen Greeley

Anuj Gupta

Doug Hanson

Karen Heath-Wade

Teri Hollander Albin

Jeff Hearn

Stephen Horan

Larry Hyatt

Ashley Iddings

James Jiao

Maria Katsileros Smith

Jeffrey Kim

Robert Kline

Brian Konish

Mark Kronemer

Lauris Lambergs - Renaissance Wealth Advisors, LLC

Barbara Lane

Lance Lehman

Desiree Maldonado

Sandra McGuire

Randy Miller - ASI Wealth Management 

Ryan Moffett

Asif Nasim

Stephen Neville

Brian Oettinger

Will Olinger

Morgan Pearsall

Bareq Peshtaz

Candice Peters (Montie)

Steve Petersen

Betsy Piper/Bach

Timothy Ponstingle

Michele Powell

Dylan Raddatz

Dottie Reeder

Jeff Rodriguez

Abimael Rosario

Kim Rosenfield

Matt Rowe

Joe Sammons

Kevin Sanchez

Jonathan Satovsky

Collin Schrier

Jean Fidone Schroer

Kirsten Schubring - Satovsky Asset Management, LLC

Stephen Shanklin

John Shaughnessy

Michael Sherbert

Jim Shields

Matthew Shiely

Ben Silberman

Ruben Smith

C. William Snyder

Jason Statuta

Harris Swenson

Barbara Talisman

Matthew Todsen - MKT Wealth Management

Marina Sonya Tudela

Manuel Tumaneng

Jim Vermillion

Todd Wagenberg

Sean Walters

Deidre Waltz

Marcus Waterbury

Brian Watson

Michael Weiss

Scott Welch

Lindsay Youngbauer

Hatem Zarrouk

Ross Richardson

Andrey Ting

Chad White

Corporations

KB Private Wealth Management Group Charitable Foundation, a Donor Advised Fund of U.S. Charitable Gift Trust

Baird Foundation

Benevity Community Impact Fund

Thrivent Advisor Network

Help Make a Difference

Scholarships reduce the financial barrier to certification for those underrepresented in the profession and show financial need.

Make a Donation to the Foundation