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FinServ Foundation Welcomes Two Distinguished Financial Services Executives to its Advisory Board

--News Direct--

FinServ Foundation, a 501(c)(3) nonprofit dedicated to fostering talent in the financial services sector, is delighted to announce the appointment of two esteemed professionals to its advisory board: veteran financial services executive Kate Healy and educator Danny Harvey, MBA.

FinServ Foundation specializes in providing coaching, mentorship, and scholarships to empower individuals entering the financial services field. With a focus on education and professional growth, the foundation actively collaborates with more than 30 colleges and universities, impacting the lives of more than 400 FinServ Fellows. FinServ also covers trips to conferences for these students, sending more than 200 students to conferences in the past year. This initiative not only broadens their exposure to industry trends but also fosters connections that are integral to their future success.

"FinServ Foundation is thrilled to welcome Kate and Danny to our esteemed advisory board,” said Jamie Hopkins, President at FinServ Foundation. “Their combined expertise and passion for empowering people align seamlessly with our mission to nurture the next generation of leaders in financial services,"

Kate Healy, a widely recognized advocate for the next generation of financial planners, is Chief Executive Officer and Founder of AdvoKate IQ LLC, which helps wealth management firms with their NextGen growth strategy, focusing on the intersection of organic growth and workforce development. A long-time champion of next-gen growth, Ms. Healy previously was Managing Director for The Center for Financial Planning at CFP Board after spending more than a dozen years at TD Ameritrade, including leading Generation Next and Marketing. Her commitment to empowering individuals aligns seamlessly with FinServ Foundation's mission.

“I am thrilled to become part of FinServ Foundation,” Ms. Healy said. “The combined efforts of the industry and so many mentors allow us to welcome the next generation to the financial advice community and provide opportunities for access to this dynamic and noble profession.”

Mr. Harvey, an educator and financial services executive, is renowned for his expertise and leadership in the financial sector. He joins the advisory board as a strategic visionary and will work directly with FinServ’s content strategy and delivery for young professionals. Mr. Harvey's well-rounded background and commitment to education make him an invaluable addition to the foundation's leadership.

The addition of Ms. Healy and Mr. Harvey to the advisory board reflects FinServ Foundation's commitment to ensuring a mission-driven and impactful leadership team. Together, they will play a pivotal role in guiding the foundation towards even greater success. They join advisory board members and FinServ leadership: JaQ Campbell, Dr. David Rhoiney, Aaron Schaben, Kelsey Rwue, Dr. Preston Cherry, Anna N’Jie-Konte, Dr. Craig Lemoine, Kellan Brown, Brian Money, Michael Lane, and Michaela Jungbluth.

For more information about FinServ Foundation and its programs, please visit

About FinServ Foundation

FinServ Foundation is a 501(c)(3) nonprofit organization dedicated to empowering individuals to excel in the financial services sector. Through coaching, mentorships, and scholarships, the foundation actively supports aspiring professionals and fosters a community committed to excellence. With partnerships across 30 colleges and universities, FinServ Foundation continues to make a lasting impact on the future leaders of the financial services industry. Visit or email for more information.

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