Message from the Chair FOUNDATION BULLETIN T

FOUNDATION BULLETIN
News from the Foundation for Financial Service Professionals
www.financialprofoundation.org
SEPTEMBER 2015
Message from the Chair
James B. Lammers, CFP, CLU, ChFC
T
his issue of the Foundation
Past Foundation leaders, Ann Hartmann and
Bulletin focuses on the intelligent,
Dick Weber, have graciously agreed to spear-
hard-working, determined, and
head this campaign and will be reaching out
bright young students who were awarded
to our constituents for support. Watch your
scholarships under the Foundation’s Paul
mail/e-mail for their letter or check our Web
Mills Scholarship program. Each of the recipi-
site at www.financialprofoundation.org.
ents (featured on pages 3-4) had a compelling
story and a clearly demonstrated financial
commitment, I’d like to share with you the words
need. The Foundation found immense satis-
of Kathy Schuma. Kathy is the mother of Cassidy
faction in being able to help (however mod-
Schuma, one of the 2015 Paul Mills Scholarship
estly) these kids get closer to their dream of a
winners. Here’s what she had to say:
As you think about whether to make this
college education.
THIS ISSUE
2 Trustee Spotlight:
Josh Chase
Giving Options
3 2015 Paul Mills
Scholarship
Recipients
We wish we could do more. Our six
“Your award means so much
to me as a parent, alleviating
some of the financial burden as
well as having others acknowledge
Cassidy’s hard work and
determination. So thank you and
those who work so hard helping
others. You made a bright young
woman very happy today!”
grantees were selected from a pool of 250 applicants and 30 finalists. The majority of them
have “expected family contributions” (i.e., the
amount of money their families can afford to
contribute toward tuition and other college
expenses) of $100 or less. Several of the applicants are the first in their families to attend
college; many have a parent whose job was
recently downsized; many live in single-parent
households; and several of the finalists are
raising children of their own.
This paints a pretty clear picture and
is part of the reason why the Foundation
Trustees voted to launch a fund-raising
campaign this fall. We’re calling it the “Pay It
Forward” campaign and have set a goal of 200
new “Millennium Club” ($200/year for 5 years)
pledges over the next 24-month period.
www.financialprofoundation.org
We hope you’ll join the club. n
FOUNDATION BULLETIN
n
SEPTEMBER 2015
Trustee Spotlight:
Meet Josh Chase
J
oshua J. Chase, CFP, is a retire-
Family:
Married to Erin for 12 years. She
ment plan advisor with Lebel &
works in Special Education. We
Harriman, LLP, in Falmouth, Maine.
have 3 kids: Halle, age 11, Ruby,
He has over 15 years’ experience in the
age 8, and Tommy, age 5.
financial services industry working with plan
sponsors and their employees to strength-
Home:
Portland, Maine (recently named in
en the financial wellness of the workplace
the “Top Ten Best Places to Live
by placing an emphasis on retirement plan
Now” by Men’s Journal).
benefits, financial education, and individual
financial planning. Josh has held seminars
Grew Up: On a small farm in Whitefield,
and spoken to large groups of employers
Maine, population 2,000.
on creating financial wellness in the workplace and has met with countless individuals
Diplomas:B.S. in Mass Communication from
regarding individual retirement planning. His
the University of Maine; Certificate
ability to help people understand the basic
of Advanced Study in Financial
concepts of financial planning and retirement
Planning from Merrimack College.
savings has resulted in decreased financial
Why financial services? It allows me
stress and increased individual savings for
many individuals.
to learn and teach at the same time and the
opportunities for both are limitless.
Josh is active in his community where he
What’s a typical Saturday morning?
serves on the boards of the Maine Chapter of
the Society of Financial Service Professionals
I wake up earlier than I want to, hope that
and Junior Achievement of Maine. He also
there is milk for a quick bowl of cereal, per-
coaches youth sports and volunteers with the
form some abridged version of exercise, and
“Money Minders” program sponsored by the
then get ready for a day filled with kids’ sports,
Southern Maine Area Agency on Aging.
birthday parties, and mad fun. n
GIVING OPTIONS
5-Year Pledges......................... Foundation Council....................... $1,500/year for 5 years
Chairman’s Council....................... $500/year for 5 years
Millennium Club........................... $200/year for 5 years
Centennial Club............................ $100/year for 5 years
Annual Giving Levels............ Founder Level............................... $5,000 +
Advisor Level................................ $1,000 to $4,999
Planner Level................................ $500 to $999
Mentor Level................................ $100 to $499
Friend Level.................................. Other gifts
2
Lifetime Giving Levels.......... Trustees Circle.............................. $25,000 +
Stewards Circle............................ $10,000 to $24,999
Scholars Circle.............................. $5,000 to $9,999
Leaders Circle............................... $2,500 to $4,999
Meet the 2015 Paul S. Mills
Scholarship Recipients
T
he Foundation for Financial Service
Christina Eiler,
Professionals recently announced
New Albany, Indiana
the recipients of six $1,000 Paul S.
Christina Marie Eiler
Mills Scholarships. This annual scholarship
attends the University
program provides needs-based scholarships to
of Phoenix while
students pursuing an undergraduate degree in
working part-time and
a financial service-related field.
keeping house for her
In announcing the recipients, Richard M.
husband and three
Weber, MBA, CLU, AEP, chair of the selection
children. Despite this busy schedule, Christina
panel, commented on the difficulty of se-
maintains a 3.89 GPA and is working steadily
lecting just six recipients out of a pool of 250
toward her goal of becoming a CPA. She says
extremely qualified candidates. He stated, “It
she wants to be in a position to help people
is impressive and inspiring to see the com-
manage their money and keep on track so that
mitment and determination of these students
they won’t lose their homes—something she
to earn their degrees—often in the face of
has witnessed firsthand in her job as an ac-
serious financial and other challenges.”
counts receivable manager. She also wants to
be a role model for her children, showing them
The 2015 recipients are:
that hard work in school can help them “make
a difference in the world and in their lives.”
Christina Eiler, New Albany, IN
University of Phoenix
Jessica Martinez,
Gibsonton, Florida
Jessica Martinez, Gibsonton, FL
Jessica was born with
Hillsborough Community College
birth defects that left
her with severe hear-
Theresa Nunez, Odenton, MD
ing loss. Despite this
University of Maryland
and despite enduring
18 surgeries, Jessica
Alejandra Salinas, Sugar Grove, IL
maintained a 4.0 GPA and was inducted into
Illinois Wesleyan University
the National Honor Society during her senior year in high school. She also founded
Cassidy Schuma, Hackettstown, NJ
the Newsome Youth Leadership Club which
Florida State University
invites students with and without disabili-
2015-2016
BOARD OF
TRUSTEES
CHAIR
James B. Lammers,
CFP, CLU, ChFC
PRESIDENT
James M. Christian, CLU, ChFC
CHIEF EXECUTIVE OFFICER
Joseph E. Frack, CPA, CGMA
SECRETARY
Anthony R. Bartlett, CASL, ChFC
TRUSTEES
James S. Aussem, JD, AEP
Richard A. Bell, CLU, ChFC, CFP
Joshua J. Chase, CFP
Michael P. Dow,
CPA, CLU, ChFC, AEP
Bruce A. Guillemette,
CLU, ChFC, MSM
Lynne F. Stebbins,
JD, CLU, ChFC, AEP
Robert B. Wellendorf II, CLU
EX OFFICIO
Anne M. Rigney, JD, CLU, ChFC
FOUNDATION FOR FINANCIAL
SERVICE PROFESSIONALS
3803 West Chester Pike, Suite 225
Newtown Square, PA 19073-2334
610-526-2500
www.financialprofoundation.org
ties to work together on community service
Princina Shipman, Johnstown, PA
projects. As she begins her freshman year at
DeVry University
Hillsborough Community College, she wraps
up a paid internship at an insurance company
As is evident from the following descrip-
and is committed to her career goal of becom-
tions, each of these students had a compelling
ing an accountant. She wants to inspire other
story to tell.
deaf children to achieve their goals.
continued on page 4
3
FOUNDATION BULLETIN
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SEPTEMBER 2015
Paul S. Mills Scholarship Recipients
continued from page 3
Theresa (Nikki) Nunez,
Cassidy Schuma,
Odenton, Maryland
Hackettstown,
As she starts her
New Jersey
senior year at the
Cassidy is a sopho-
University of Maryland,
more at Florida State
Nikki works full-time
University, majoring
with a tax accounting
in Economics. One of
firm. She is a single
just 50 FSU freshmen
mother to a 4-year-old son. Nikki has man-
to be accepted into the Honors Legal Scholars
aged to make the Dean’s List every semester
group, Cassidy plans on a career as an attorney.
so far, despite her parenting and work respon-
She says, “I want to do something that will help
sibilities. She plans to obtain a Bachelor’s
millions and change life as we know it. I may
degree in accounting with a minor in business
be only one voice, but I can make a difference.”
administration and then sit for the CPA exam.
She is spurred on by her mother’s encourage-
Nikki says she wants to be a good role model
ment and sacrifice, reporting that her mother
for her son and won’t let anything stop her
sold their house to pay for her education.
from succeeding.
Princina Shipman,
Alejandra Salinas,
Johnstown,
Sugar Grove, Illinois
Pennsylvania
Alejandra Salinas is
Princina dropped out
a senior at Illinois
of high school during
Wesleyan University
her senior year when
where she is presi-
she found out she was
dent and founder of
pregnant. Now with
the Illinois Wesleyan
three children (ages 10, 5, and 1) and a full-time
branch of DECA, a business club that pre-
job, Princina has her education back on track and
pares emerging leaders and entrepreneurs in
is fully committed to earning her college degree.
high schools and colleges around the globe.
She is now a senior at DeVry University where
Alejandra first became involved with DECA
she maintains a 3.43 grade point average and is
during high school and this led to her interest
on the Dean’s List. Following graduation, Princina
in accounting. As she wraps up her college
plans to get a position with an accounting firm
career, with a 3.98 GPA, she has her sights
and earn her CPA and a Master’s degree. She
firmly set on becoming a CPA and working
says she wants to show her children that “there is
in the financial service field. She recent-
no excuse for not trying to achieve goals.”
ly had an article published in Economics
magazine and completed an internship with
Applications for the 2016 Paul S.
PricewaterhouseCoopers.
Mills Scholarships will be available on the
Foundation Web site after February 1, 2016.
Go to www.financialprofoundation.org for
more information. n
4