The winter holidays are a special time to reflect on the real meaning of giving each year. Sadly, given the horrific events that occurred recently in Newton, Conn., it’s also a poignant moment to focus on the importance of community during the ’12-’13 holiday season.
This slideshow is the third and final highlight on AdvisorOne in 2012 that aims to honor those advisors and associates who have served their local, national and global communities this past year and at other times.
We’ve also created a special landing page for you to view all three of our slideshows. In addition, we also feature regular news stories on charitable giving and volunteer activities on our Philanthropy webpage.
To these and other advisors, of course, we say, “Many thanks and happy holidays!”
We look forward to putting together future slideshows to recognize advisors active in their communities and will accept future contributions throughout the year (via e-mail at [email protected]).
Practice: Southwest Investment Advisors in Tucson, Ariz., affiliated with First Allied
Community Work: Philanthropy plays a big role in Bart Schannep’s life and work. “We each only have so much time on this earth and our lives are precious. My life’s vocation has been very rewarding; thus, I feel it is not only my honor and privilege to serve others, but my duty,” the advisor said.
In particular, Schannep has been recognized for the Tucson Gospel Rescue Mission. This not only inspired a client to give to the mission on a regular basis but also to add the group to his and his wife’s wills.
Practice: Baird Private Wealth Management, Milwaukee, Wis.
Community Work: Schroeder (above) planted flowers earlier in 2012 at the Retzer Nature Center in Waukesha, Wis., as part of the Baird Gives Back Week, which is held annually in the spring. He is a managing director and president of the private-wealth operations for Baird.
During the event this year, more than 1,300 associates and family members from nearly 50 different Baird locations donated 3,700 hours of time to about 100 non-profit organizations in the United States, Europe and Asia during the week of May 14.
“Our associates have embraced Baird Gives Back Week wholeheartedly, as demonstrated by the initiative’s phenomenal growth in just three years,” said Julie Kuesel, co-chair of Baird Gives Back, formerly the Community Involvement Associate Resource Group, in a company newsletter. “Baird Gives Back Week aims to make it easy and fun for all associates to pitch in and show their support for local non-profit organizations – it’s truly a reflection of what sets Baird apart.”
Associates in Raleigh, N.C., and Wausau, Wis., for instance, volunteered at Flight of Honor activities in their respective cities. The flights, held in conjunction with the USO, recognize veterans of World War II by flying them to the WWII Memorial in Washington, D.C.
Practice: Lightship Wealth Strategies of Newton Lower Falls, Mass., affiliated with Commonwealth Financial
Community work: Commonwealth advisor Scott Schutte and his family rode in the Geared Up For Kids bike rally earlier this year to support pediatric cancer research at Boston’s Dana-Farber Cancer Institute.
Practice: Wedbush Securities in Boise, Idaho
Community Work: Scigliano is actively involved in community organizations including board work for the Children’s Home Society of Idaho.
He is also an organizer of fund-raising and other efforts to support the YMCA Strong Kids Scholarship Fund.
In addition, the advisor is a member of Idaho’s Human Rights Commission.
Practice: Raymond James Financial Services in Bend, Oregon
Community Work: Teater was named the Citizen of the Year by the Bend Chamber of Commerce, which he joined in the early 1970s. He soon became president of that group and co-founded the Central Oregon Economic Development Council, which has helped attract Apple and other businesses to the area.