The FinServ Foundation, a nonprofit organization dedicated to fostering talent in financial services, has announced the addition of two distinguished professionals to its board of directors. Bonnie M. Treichel, JD, and Dr. David Rhoiney bring extensive expertise and unique perspectives to the foundation, which provides coaching, mentorship, and scholarships to individuals entering the field. The organization collaborates with over 30 colleges and universities and has influenced the lives of more than 500 FinServ Fellows, sponsoring over 200 students to attend industry conferences in the past year alone.
Jamie Hopkins, President at FinServ Foundation, stated that their combined expertise and passion for empowering people align seamlessly with the mission to nurture the next generation of leaders. Hopkins highlighted Dr. Rhoiney's longstanding commitment and praised Treichel as one of the brightest minds in the profession. The foundation's work is detailed further at https://www.FinServFoundation.org.
Bonnie Treichel brings a wealth of experience as the Founder and Chief Solutions Officer of Endeavor Retirement and a Partner at Endeavor Law. Her background as an ERISA attorney and advisor positions her as a thought leader in retirement plan governance, with insights featured in publications such as The Wall Street Journal and InvestmentNews. Her accolades include being named to InvestmentNews' 40 Under 40 in 2023 and receiving the ABA's On the Rise - Top 40 Young Lawyers Award in 2022.
Dr. David Rhoiney's appointment adds a unique perspective, with a diverse background as a United States Naval Academy graduate, former NCAA Division I athlete, applied mathematician, cryptologist, cybersecurity specialist, and robotic general surgeon. His personal journey from poverty to professional success informs his mission to decrease the wealth gap and remove barriers to success, aligning perfectly with the foundation's goals.
The addition of these leaders is expected to significantly impact the foundation's ability to diversify the financial services sector and create opportunities for talented individuals who might otherwise be overlooked. Treichel emphasized the long-term benefits of mentoring the next generation of financial advice professionals, while Rhoiney highlighted the importance of addressing the wealth gap and providing pathways to success for those from disadvantaged backgrounds.
FinServ Foundation's expanded board, which includes other notable industry figures such as Anna N'Jie-Konte, Danny Harvey, and Kate Healy, is well-positioned to guide the organization toward greater impact. The foundation's work in providing education, mentorship, and professional growth opportunities is critical in addressing the industry's need for diverse, well-prepared talent. As the financial services sector evolves, initiatives like those spearheaded by FinServ Foundation play a vital role in ensuring a pipeline of skilled professionals, with the new appointments signaling a commitment to inclusive leadership and innovative approaches to talent development.
