9th Annual Invest in Others Community Leadership Awards Finalists Announced

Newton, MA – July 23, 2015 – The Invest in Others Charitable Foundation is pleased to announce the finalists for the 2015 Community Leadership Awards in the categories of Catalyst, Community Service, Global Community Impact, Volunteer of the Year, and Lifetime Achievement. Now in its ninth year, the Community Leadership Awards program recognizes the philanthropic achievements of financial advisors and financial services firms in communities across the country and around the world.

Financial advisors are nominated by their peers for actively giving back to non-profits to improve their communities and make a difference in the lives of others. Invest in Others received hundreds of nominations for this year’s Community Leadership Awards. Finalists were selected based on their leadership, dedication, contribution, inspiration, and impact on a non-profit and the community it serves.

Bill Dwyer, Chairman of the Board of the Invest in Others Charitable Foundation, said, “We are truly excited about the continued growth of the Community Leadership Awards, and more importantly, the incredible impact advisors have in their communities.”

By award category, the 2015 finalists are:


  • Richard Armiger of Morgan Stanley in Baltimore, Maryland for the Ironheart Foundation
  • Ron Carson of Carson Wealth Management in Omaha, Nebraska for The Dreamweaver Foundation
  • Stacy Francis of Francis Financial, Inc. in New York City for Savvy Ladies

Community Service

  • Frederick J. Gillis III of Wells Fargo Advisors in Boston, Massachusetts for the YMCA of Greater Boston/West Roxbury YMCA
  • Chad E. Greer of Northwestern Mutual in Nashville, Tennessee for the United Way of Metropolitan Nashville
  • Rob Shick of Robert W. Baird & Co. in Portland, Oregon for the Oregon Health and Science University Foundation

Global Community Impact

  • Debra K. Brede of D.K. Brede Investment Management Company in Needham, Massachusetts for Agape International
  • Richard A. Gagné of Richard A. Gagné & Associates in Beaumont, Texas for the Richard Albert Gagné Charitable Foundation
  • Bill Pickens of Wells Fargo Advisors in Germantown, Tennessee for Gift of Life Mid-South

Volunteer of the Year

  • Greg V. Katulka of Merrill Lynch in Gainesville, Georgia for the Boys & Girls Clubs of Hall County
  • Jeffrey Keefe of Whole Wealth Management, LLC in Portsmouth, New Hampshire for Strawbery Banke Museum
  • Thomas N. Tessier of Weisman, Tessier, Lambert & Halloran in Nashua, New Hampshire for Easter Seals Veterans Count

Lifetime Achievement

  • Wayne D. Bisek of Wayne Bisek Financial Services in Oregon, Wisconsin for Buckets for Hunger, Inc.
  • Theodore A. Schwab of Steward Partners Global Advisory in Washington, D.C for Capital Partners for Education
  • Bosworth “Bos” Todd of Todd Asset Management, LLC in Louisville, Kentucky for Wellspring, Inc.

Invest in Others will make a generous donation to the designated charities of award finalists and winners. Finalists will receive $5,000, winners will receive $20,000, and the Lifetime Achievement Award winner will receive $25,000.

Megan McAuley, Executive Director and President of Invest in Others, said, “Each year’s applicant pool gets stronger and this year is no exception.  We respect and admire the efforts of each nominee and we look forward to announcing this year’s winners.”

Awards will be presented at the annual Invest in Others Community Leadership Awards Gala, a premier event attended by over 400 financial advisors and financial services executives, on September 30, 2015 in New York City.

About the Invest in Others Charitable Foundation

The Invest in Others Charitable Foundation is a 501(c)(3) non-profit that was founded by the financial services industry to amplify the charitable work of financial advisors and the institutions they work for. To realize its goals, Invest in Others recognizes philanthropy, inspires volunteerism, and educates the investing public about the positive impact made by advisors and their firms in their communities. Today, Invest in Others is the premier non-profit that objectively recognizes philanthropic achievement and facilitates charitable involvement through meaningful programs and events. For more information, visit www.investinothers.org.

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Media Contacts:
Jessica Dunham, Director of Communications