AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Conference

Firm recognizes 17 financial advisors for outstanding commitment to local communities, donates $85,000 to nonprofits

Mar 08, 2016, 09:00 ET from AssetMark, Inc.

CONCORD, Calif., March 8, 2016 /PRNewswire/ -- AssetMark, Inc., a leading provider of innovative investment and consulting solutions serving financial advisors, today announced the 17 recipients of its annual Community Inspiration Award honored at AssetMark's Gold Forum conference that took place on Amelia Island, Florida. In recognition of their contributions and sustained support of charitable organizations in their communities, AssetMark is donating $5,000 to a nonprofit organization supported by each selected advisor.      

This year's honored advisors and organizations receiving donations are:



Firm Name

Charitable Organization

Stephen Brubaker

Exit & Retirement Strategies, Inc.

Juvenile Diabetes Research Foundation,
Rocky Mountain Chapter

Daryl Cole

Cole & Company, Inc.

Mercy House

Harold D. Cooley II

Investment Planning & Management, LLC

Operation Resolute

James P. Dew

Dew Wealth Management

New Pathways for Youth

S. Joseph DiSalvo

Quest Capital & Risk Management, Inc.

The Marty Lyons Foundation

William Eckert

Strategic Financial Partners

KAMO Adventures, Inc.

Gloria D. Foote

Financial Focus

Solutions for Change

Mark Giesting

Giesting Financial

Batesville Area Resource Center

Theresa M. Hannon

Theresa Hannon Financial Group, Ltd.

House of the Good Shepherd

Debra J. Hilton

D. Hilton Financial Services

SIRE, Therapeutic Horsemanship

Jeffrey D. Howard

Consolidated Planning, Inc.

Hands N Feet Foundation

John L. Jenkins

Asset Preservation Strategies, Inc.

American Diabetes Association, San Diego

Curtis D. Pilkington

Pilkington Financial Services, Ltd.

Wounded Warriors

Lee Rawiszer

Paradigm Financial Partners

Pencils of Promise

Jeremy L. White

BlytheWhite Wealth Management

The Salvation Army Paducah

Victoria Woods

ChappelWood Financial Services

Oklahoma Sheriffs and Peace Officers Association

Todd M. Woodard, Sr.

Mosaic Wealth Management

Orphan's Heart


"These advisors are not only focused on creating great outcomes for their clients, they are also dedicated to creating a positive impact on the organizations that support their communities," said Charles Goldman, President and CEO of AssetMark. "We're incredibly proud to recognize these outstanding achievements and lend our support. We hope that by highlighting the actions of these individuals, AssetMark can help them inspire others to follow their lead."

Award recipients were selected by a panel of senior executives at AssetMark, who evaluated nominees based on their ability to inspire, lead and motivate others, in addition to their time and effort dedicated to a local charity. AssetMark employees and financial advisors were eligible to submit nominations. All nominees met a variety of requirements and could not hold an officer position within their associated charities. All nonprofit recipients are qualified 501(c)(3) organizations.

About AssetMark, Inc.
AssetMark, Inc. is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. AssetMark, Inc., including its Savos and Aris divisions, has approximately $28.5 billion in assets on its platform and a history of innovation spanning over 20 years. For more information, visit and follow @AssetMark on Twitter.

Andrew Jarrell, Group Gordon  
(212) 784 5721


SOURCE AssetMark, Inc.