Recognizing the 2023 NextGen Financial Services Award Recipients
These NextGen honorees are making an impact now.
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The American College of Financial Services names five NextGen Financial Services Professional Award winners.
NextGen Financial Services Professional Award
The NextGen Financial Services Professional Award honors young professionals under the age of 40 who made a significant impact in the financial services industry and have shown outstanding performance and leadership in their careers, with a desire to give back to the community.
The winners from 2023 include:
Michael Acosta, CFP®, CSLP, ChFC®
Michael is a Certified Financial Planner® (CFP®) at Genesis Wealth Planning, LLC in Charlotte, North Carolina. A first-generation Colombian-American, he attended Wingate University on a lacrosse scholarship and graduated with a Bachelor of Science in Accounting and a minor in Economics. Michael spent the first four years of his career working for a wealth management platform before transitioning into his current role as a financial advisor.
Kay Blunck, CFP®, ChFC®, CAP®, CRPC®
Kay is a wealth advisor with Inspired Wealth Advisors at Thrivent Financial. She enjoys creating holistic and individualized financial plans for each client’s unique circumstances. Kay also serves on the board of a local nonprofit, Military Missions. She finds joy in meeting with nonprofits and teaching their board members about different gifting strategies her clients are adopting and how they can incorporate these strategies into their fundraising efforts. She is a graduate of the University of Kentucky.
Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®
Akeiva is a CFP® Board Ambassador whose financial expertise has been quoted in numerous media outlets, including Refinery 29, NPR, Business Insider, and CNBC. As the co-founder of The Bemused (with her husband), she has helped tens of thousands of young adults improve their finances through online video content and coaching programs. She has been recognized by the AICPA with a Standing Ovation Award in Personal Financial Planning, been named an industry Rising Star by Financial Planning magazine, been identified as a Luminary in Diversity and Inclusion by ThinkAdvisor, and she is the youngest person to be named to Investment News’ prestigious 40 under 40.
Hannah Kanstroom, CAP®, MSW
Hannah is a Senior Vice President and philanthropic strategist for the National Consulting and Advisory Practice at Bank of America Private Bank, based in Boston, Massachusetts. In her role, Hannah delivers customized consulting and advisory services to nonprofit clients’ boards of directors, investment committees and senior leaders. Her areas of focus include strategic planning, mission advancement, next gen engagement, nonprofit governance, and board dynamics. She holds a Bachelor of Arts in Psychology from Boston College and a Master’s in Social Work with a focus on Corporate Social Responsibility and Nonprofit Management from Columbia University.
Padric H.B. Scott, AEP®, CFP®, CAP®, ChFC®, CLU®, WMCP®, CCFC
Padric graduated from Florida A&M University (FAMU) with a Bachelor of Science in Molecular Cell Biology. He then began his Master's at FAMU, until he stopped to accept a contract to play in the
NFL for the Arizona Cardinals. Padric's professional football career spanned five years, with stops in the Arena Football League and the Canadian Football League. Today, Padric serves as both CEO and Founder of Crossroad Capital Partners, a full-service equity and estate planning practice founded in 2018 that serves as an umbrella organization for his consulting engagements, partnered with Northwestern Mutual. Based out of Tallahassee, Florida, Crossroad is currently licensed in 43 states.
From the looks of these five accomplished professionals, the next generation is here now, and the industry is in good hands.
Related Posts
Where Military and Financial Services Meet
View DetailsCollege News Roundup September 9 16 2024
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View Details