FinServ Foundation Expands Board with Two Influential Leaders in Financial Services

In a significant development for the financial services sector, FinServ Foundation, a 501(c)(3) nonprofit organization, has announced the addition of two distinguished professionals to its board of directors. Bonnie M. Treichel, JD, and Dr. David Rhoiney bring their extensive expertise and unique perspectives to the foundation, which is dedicated to fostering talent in the financial services industry.

FinServ Foundation plays a crucial role in shaping the future of financial services by providing coaching, mentorship, and scholarships to individuals entering the field. The organization’s impact is substantial, collaborating with over 30 colleges and universities and influencing the lives of more than 500 FinServ Fellows. In the past year alone, the foundation has sponsored over 200 students to attend industry conferences, broadening their exposure to current trends and facilitating vital networking opportunities.

Jamie Hopkins, President at FinServ Foundation, expressed enthusiasm about the new appointments, stating, ‘Their combined expertise and passion for empowering people align seamlessly with our mission to nurture the next generation of leaders in financial services.’ Hopkins highlighted Dr. Rhoiney’s longstanding commitment to the foundation and praised Ms. Treichel as one of the brightest minds in the profession.

Bonnie Treichel brings a wealth of experience to the board 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. Treichel’s insights have been featured in prominent 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 to the board. A United States Naval Academy graduate, former NCAA Division I athlete, applied mathematician, cryptologist, cybersecurity specialist, and robotic general surgeon, Dr. Rhoiney’s diverse background is complemented by his personal journey from poverty to professional success. His mission to decrease the wealth gap and remove barriers to success aligns perfectly with FinServ Foundation’s goals.

The addition of these two leaders to the board is expected to have a significant impact on 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 towards 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 continues to evolve, initiatives like those spearheaded by FinServ Foundation play a vital role in ensuring a pipeline of skilled professionals. The appointment of Treichel and Rhoiney to the board signals a commitment to inclusive leadership and innovative approaches to talent development in the industry.

For those interested in learning more about FinServ Foundation and its programs, additional information can be found at The foundation’s efforts to empower individuals and foster excellence in financial services continue to make a lasting impact on the future of the industry.

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