Page 20 - Investment Advisor - November 2023

Community Impact

david Pickler, Pickler Wealth Advisors Lupe Camargo, Perspective Financial
In the past year, Pickler conceived the West services – thrivent
Tennessee Workforce Collaborative, which is Camargo has put into action Thrivent Advisor
dedicated to creating and enhancing partner- Network’s belief that humanity thrives when peo-
ships between education and local industries ple make the most of all they have been given
and strengthening the talent pipeline beginning in K–12 edu- through her extensive involvement with the Girl Scouts’ Arizona
cation to meet the needs of the regional workforce. He is Cactus-Pine Council. The organization’s mission is to build girls
also executive director of the American Public Education of courage, confidence and character who make the world a better
Foundation, which published The Nation’s Report Card on place. As a longtime member and current leader, Camargo has been
Financial Literacy, and recently under his guidance launched recognized as one of the most visible board chairs of the council’s
the Financial Literacy Resource Library, an open-source digital history. She was recently designated a national board member-at-
library of personal finance content available free to teachers, large 2023–2026 by the Girl Scouts of the USA Board of Directors.
students and parents.
Mark delp, Impact Wealth Management
Broker-dealers Delp’s goal is to make a difference in the lives
of his employees, his clients and his community,
James Breen, Wells Fargo Advisors all three of which he believes are tied together.
Breen’s greatest community focus is the Stephen He provides tuition reimbursement and allows
Breen Memorial Foundation, which he estab- employees to take time off work with pay to study. To further
lished after the death of his son, Stephen, from encourage community involvement, he pays employees for any
cancer at the age of 15. Since 2004, some 3,000 time they spend volunteering in the community. Delp also is
children and 1,500 families have received aid from the foundation, deeply invested in improving financial literacy for members of the
amounting to more than $2.2 million in assistance provided. In community, routinely meeting and providing financial education
the past 12 months alone, the foundation has positively impacted to hundreds of people a year.
the lives of 200 children in the community through cancer and
education assistance. Jonathon K. deYoe, eP Wealth Advisors and
Mindful Money
narciso Munoz, Alex. Brown | raymond James Besides serving his wealth advisory clients, DeYoe
Munoz founded Hermanos de la Calle in 2015. built Mindful Money, a for-profit education and
What started as a small project with family and coaching company dedicated to educating Black
friends to feed people living in the streets has and Brown students in the local environment and beyond. All of the
now grown into an organization that working organization’s profits go to bridging the wealth gap through edu-
under the auspices of the Miami Homeless Trust, placed 1,015 cational scholarships (Berkeley Community Scholars) and support
unhoused people, including 287 children, in homes over the last for Black and Brown entrepreneurs (ESO Ventures). DeYoe writes a
12 months to February 2023. It rents 18 houses with 150 people weekly newsletter and the Mindful Money blog. In March 2022, he
living in them and paying rent. It also works with United Way, launched the Mindful Money Podcast on which he interviews writ-
serving veterans. ers, coaches, and business and nonprofit leaders who are focused
on helping people at the earlier stages of their financial journey.
rIA/IAr Firms
dustin Gale, Kayne Anderson rudnick
Matthew Benson, sonmore Financial Investment Management
Besides contributing to The Financial Planning Gale has served on the board of directors and the
Association of Greater Phoenix’s advocacy advisory board for Project ECHO, a nonprofit
efforts, Benson volunteers his time across dif- that aims to keep middle and high school teens
ferent organizations to bring financial literacy engaged in academics toward a path to college and a career
to the wider community. As part of Junior Achievement, through entrepreneurship. Students learn to identify community-
he has taught financial education in elementary and high based problems, find solutions and turn those solutions into a
school classrooms. He has also volunteered his time in Junior product or service, which becomes the impetus for their business
Achievement’s “Biztown” and “Finance Park,” where students idea. Project ECHO also recruits over 100 entrepreneurs, financial
take a daylong field trip to learn about personal finances and professionals and business executives every year to serve as judges
economics and, with the help of simulations, create a personal for a competition in which students from across the country pres-
financial plan. ent their business plans.

18 Investment AdvIsor November 2023 | ThinkAdvisor.com