Meet Our FinServe Network
Champions for Professional Excellence
As a select group of doers, difference-makers, and alumni, members of our FinServe Network serve as advocates for The College and its programs and initiatives, amplifying our mission.
Deeper Expertise for Deeper Value
Stand Out as a Specialist
Join our FinServe Network ambassadors in accelerating growth with advanced proficiency in the complex planning areas your clients need most.
FinServe Ambassadors
Jason Austell
MSFS, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP®, CAP®, ChSNC®, CPFA®
FinServe Network Ambassador
Alumni Council Member
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Ande Frazier
CFP®, CLU®, ChFC®, RICP®, BFA™, ChSNC®, CDFA®, CEPA, CExP
FinServe Network Ambassador
Connect on LinkedIn
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Drew Gerling
MSFS, CFP®, ChFC®, CLU®, CAP®, FIC, RICP®
FinServe Network Ambassador
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Terry Parham Jr.
CFP®, ChFC®, CLU®, RICP®, WMCP®, MSFP
FinServe Network Ambassador
Connect on LinkedIn
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Alanah Phillips
MBA
FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair
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Sahar Pouyanrad
EMBA, CTFA, AEP®, CEP®, ChSNC®
FinServe Network Ambassador
Connect on LinkedIn
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Angie Ribuffo
CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®
FinServe Network Ambassador
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Irv Rosenzweig
CFP®, ChFC®, CLU®, CRPS®, AEP®, AIF®
FinServe Network Ambassador
Connect on LinkedIn
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Padric H.B. Scott
AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP
Member, NextGen Advisory Task Force
FinServe Network Ambassador
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Heather Welsh
CFP®, AEP®, MSFS
FinServe Network Ambassador
Alumni Council Member
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Scott Winslow
MSFS, ChFC ®, CLU®, RICP ®, AEP®, CCFC®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Siu Lung Wu
EA, NSSA®, CTRS, TPCP®, AFSP, CETF®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
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Jason Austell
MSFS, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP®, CAP®, ChSNC®, CPFA®
FinServe Network Ambassador
Alumni Council Member
Read Bio
Ande Frazier
CFP®, CLU®, ChFC®, RICP®, BFA™, ChSNC®, CDFA®, CEPA, CExP
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Drew Gerling
MSFS, CFP®, ChFC®, CLU®, CAP®, FIC, RICP®
FinServe Network Ambassador
Read Bio
Terry Parham Jr.
CFP®, ChFC®, CLU®, RICP®, WMCP®, MSFP
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Alanah Phillips
MBA
FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair
Read Bio
Sahar Pouyanrad
EMBA, CTFA, AEP®, CEP®, ChSNC®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Angie Ribuffo
CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®
FinServe Network Ambassador
Read Bio
Irv Rosenzweig
CFP®, ChFC®, CLU®, CRPS®, AEP®, AIF®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Padric H.B. Scott
AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP
Member, NextGen Advisory Task Force
FinServe Network Ambassador
Read Bio
Heather Welsh
CFP®, AEP®, MSFS
FinServe Network Ambassador
Alumni Council Member
Read Bio
Scott Winslow
MSFS, ChFC ®, CLU®, RICP ®, AEP®, CCFC®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Siu Lung Wu
EA, NSSA®, CTRS, TPCP®, AFSP, CETF®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
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01/03
Ready to Learn More?
Join the community of College amplifiers or delve deeper into this exclusive program, the FinServe Network, consisting of a dynamic cross-section of leaders and rising stars. Ready, Set, Amplify!
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