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Welcoming a New Alumni Council President
January 05, 2024
The American College of Financial Services is pleased to announce a new Alumni Council President and other additions to the Council for 2024.
Michaela Scott, MSFS, CLU®, ChFC®, RICP® will be stepping into the role of Alumni Council President at The American College of Financial Services in 2024, taking the baton from Scott Winslow, MSFS, ChFC®, CLU®, RICP®, CCFC. Thanks to Winslow’s stellar leadership over the past few years, the Alumni Council is stronger than ever and has established a foundation for continued year-over-year success. The College believes there is no one better than Scott to continue that momentum.
New Members to the Council
Joining the new president, along with the rest of the Council, will be four new members.
Heather Welsh, CFP®, AEP®, MSFS is a vice president and the wealth planning department leader at Sequoia Financial Group, where she determines strategic direction for the planning solutions created for clients and oversees the management and career development of Sequoia’s wealth planning team. Throughout her career, Heather has been motivated by a single ambition: to make wealth planning accessible, relevant, and personalized to each individual and family she serves. She is also passionate about supporting the next generation of professionals, serving as a mentor, women’s initiative advocate, and past “Ask the Expert '' panelist through the CFP Board and by volunteering in the classroom through Junior Achievement. Her impact has been broadly recognized, as she has received the Greater Akron Chamber’s 30 for the Future award, and she was the recipient of the Women Working in Wealth Award by The American College in 2022.
Jason Austell MSFS, CFP®, CHFC®, CLU®, CASL®, RICP®, AEP®, CAP®, CHSNC®, CPFA® has over 20 years of experience working with clients in both the personal and professional markets. In addition to his many designations, Jason completed his master’s in financial services (MSFS) at The American College of Financial Services in 2017. He is a past President of NAIFA NC and has been a member since he began his career. He is also a member of the Charlotte Estate Planning Council, Society for Financial Service Professionals, and the Rotary Club of Gastonia.
Julie A. Pinkerton, CLU®, ChFC®, LUTCF® is the CEO of Evozen, LLC. Evozen’s ClientFirstTM is the only national, fully diverse digital community that creates the right environment for people to connect in order to provide top service to their clients and solve their most challenging problems. Additionally, the ClientFirstTM community unites independent Rainmakers in insurance, investments, law, and tax as Centers of Influence. Julie is also a contributing writer for U.S. News & World Report, focusing on financial topics and she is in the midst of authoring a book, "BLINK, Because Life Isn't Neat & Clean."
Sahar Pouyanrad, EMBA, CTFA, AEP®, CEP, ChSNC® is an executive director and the West Regional Trust Team leader for the Trusts and Estates Team for J.P. Morgan Private Bank. In this capacity, she is responsible for oversight and administration of trust accounts and related services for the firm’s fiduciary clients across the West Region, with a primary focus on ultra-high-net-worth families. As the Head of New Business, Sahar is also responsible for partnering with legal, compliance, and risk to drive new business, manage risk by overseeing review of potential trust and estate opportunities, and work with senior leadership to set new business parameters relating to trusts and estates. Sahar is also an award-winning member of the Toastmasters International and a frequent speaker on trust and estate subject matters.
The Alumni Council’s mission at The College is to:
• Identify new ways to promote student success and engagement.
• Create a supportive community that values inclusivity and collaboration.
• Help students meet their full potential and exceed their own expectations.
The College is sincerely grateful for the contributions of all its returning members and is excited to welcome its new ones to the ongoing effort to embody the Council’s mission in support of helping The College embody its own.