Meet the board that governs Advisers Give Back.
We’re a nonprofit. Our volunteer advisers help people and families with money. It’s free, one-on-one and by phone.
Every adviser is a fiduciary, which means they must put your interests first. We never sell your information.
Nine board members, from financial firms to a public library.
No adviser can sell you anything or take you on as a paying client, whatever firm they work at.
Jordan Dyson
Focus PartnersProject Manager at Focus Partners, one of the nation’s largest wealth management firms, championing technology’s potential to advance pro bono financial planning and community engagement across the industry.
Zack Morse, CFP® professional
Board treasurer · Financial adviser, Corient · Volunteer adviserLisa Neira, CFP® professional
A financial adviser at Corient, an active volunteer adviser and a strong advocate, often representing AGB in the media.Eric Sontag
President, Wealthspire AdvisorsRebekah Kohmescher
CEO, Altair AdvisersCarey McKenzie
Head of retirement advisory relations, T. Rowe PriceCelia Davis
Board secretary · Senior librarian, Oakland Public Library*Jesse Chen
Communications leader, SS&C TechnologiesMatt Iverson-Comelo
Executive director and founder, Advisers Give Back
Position listed for identification purposes only. Celia Davis serves on our board as an individual and does not represent the Oakland Public Library.
Our board has had written rules since 2020.
- The board must meet at least every three months.
- Members report any conflict of interest each year and step back from any decision it affects.
- We protect anyone who honestly reports a problem.
Contact us to report one, or for a copy of the rules.
Someone in your corner is ready when you are.
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