The Institute of Financial Wellness introduces advisory panel of nationally recognized thought leaders

Americas The first multimedia financial literacy content network of its kind observes National Financial Literacy Month by expanding its platform for unbiased financial literacy, resources and services

MIAMI, April 20, 2022 /PRNewswire/ — In conjunction with April’s National Financial Literacy Month, the Institute of Financial Wellness announced today the establishment of an Advisory Board comprised of well-known thought leaders across the country from the financial services, business, insurance, entertainment, healthcare and… wellness industry together. These experts support IFW’s educational mission by providing valuable perspective and advice to Americans at all stages of life.

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Also this month IFW introduced a new one 21 day challenge on its website, which provides multimedia content and tools to help people assess their financial health.

Launched in Fall 2021, IFW is America’s multimedia platform that provides free access to all the financial information and resources people need to tailor strategies for every stage of life. Financial services thought leaders, digital media veterans and finance professionals at IFW have developed the unique platform and Financial Professional Network to enable clients to realize their individual plans.

The advisory board members include:

Fabrice BraunrotIFW Financial Services / Health and Wellness Expert
Fabrice Braunrot retired from JPMorgan Chase as Vice-Chairman of JPMorgan Private Bank in 2018 after 34 years at the bank London, new York and Chicago. He is currently a director of Spiral Sun Ventures and an advisor to Tensility Ventures and Genivity/HALO. Braunrot has a bachelor’s and a master’s degree in modern history University of Oxford (Oriel College).

Renee Haugerud, IFW raw materials expert / female & Young woman in the finance attorney
Renée Haugerud is the Founder, Chief Investment Officer and Managing Principal of Galtere Inc., which was founded in 1997. She is an investment advisor focused on top-down real asset macro themes, allocating across global asset classes. During her more than 40-year investment career, Haugerud acquired through positions in the USA, Canadathe United Kingdom, Switzerland, Australiaand Hong Kong. She began her activity in the financial markets trading in the cash commodity markets The United States and Canada. She is active in the community of women and business leaders and advocates for numerous global education initiatives.

Tom HegnaIFW expert for retirement income
Tom Hegna, CLU, ChFC, CASL, is a recognized author, speaker and economist widely recognized as “THE” expert on retirement income. A former senior executive officer at New York Life, retired lieutenant colonel and economist, he has delivered over 5,000 seminars helping baby boomers and seniors have the “optimal” retirement. Hegna specializes in creating simple, powerful retirement solutions that are based on math and science – not opinions.

David AdefisoIFW College Planning & Investment Strategy
David Adefiso is Chief Executive Officer of Pacific Group, a full-service investment advisory firm serving new and seasoned investors, and Sootchy, a mobile technology platform used to combat United States student debt. After high school graduation Harvard Business School with a master’s degree in business administration, he worked as a certified public accountant and Wall Street investment banker at Wasserstein Perella & Co. and Solomon Smith Barney. He then founded Sootchy with the idea that all children could enjoy higher education without the crippling debt that comes with student loans.

Malik YobaIFW Inner City & Urban Community Development / Arts & Entertainment Advocate
The three-time NAACP Image Award winner is probably best known for his acting roles in the 1993 Disney classic Cool Runnings and the hit Fox television series Empire and New York Undercover. As an actor, writer, director, producer, musician, activist, educator, inspirational speaker, entrepreneur and author, Yoba embraces his quest to live a purposeful life and not only entertain, but serve, young and old in communities around the world educate world about the value of accountability, integrity and leadership.

Joe JordanIFW behavioral finance expert
Joe Jordan, inspirational speaker, behavioral finance expert and award-winning author, is the founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine. He previously led insurance sales at Paine Webber and was most recently senior vice president at MetLife. Jordan. He was honored with three years in a row Irish America Magazine as one of the “Top 50 Irish Americans on Wall Street”.

Laurie SallaruloIFW Student Director for Financial Education & Entrepreneurship
CEO Junior Achievement South Florida
Laurie rose through the corporate ranks to CFO and developed the skills that take organizations from struggling to good to great. She transitioned into the non-profit sector as CEO, using her business and relationship building experience to pursue her passion for helping prepare young people and aspiring middle and female leaders for leadership. She currently serves as the governor-appointed chair of the Early Learning Coalition of Broward and is a member of the Florida Early Learning Advisory Council.

Dawn Nic, money and psychology expert
dawn NickCCH, CLC, author and certified life and health coach, studied medicine at the Harvard University and received an MDC in neuroscience and pathology. She is the founder of Whole Self Approach and the Whole Self Approach Method and has authored several self-help workbooks. She also created TFEE (Teens for Empowering Each Other), a program that empowers teens to be kind and compassionate instead of bullying one another.

Kristin Chenoweth, IFW Arts Attorney
Emmy and Tony Award winning actress and singer Kristin Chenoweths Career spans film, television, voiceover and stage. In 2015, Chenoweth received a coveted star on the Hollywood Walk of Fame. Chenoweth is a graduate of the University of Oklahoma City with a master’s degree in operatic performance.

“On National Financial Literacy Month, we are excited to introduce our Advisory Board of respected thought leaders as part of our mission to advance financial literacy and well-being,” said IFW CEO Eric Sussmann. “We will continue to closely monitor the evolving needs and preferences of our audiences and expand our platform in response to growing demand for our fact-based, agnostic financial education, resources and services.”

About the Institute for Financial Wellbeing
The Institute of Financial Wellness is America’s first multimedia financial education company, providing free access to the unbiased, compelling, fact-based information Americans need to live their best life. Founded by professionals with decades of experience leading financial services and media organizations, IFW aims to serve as America’s most trusted financial education, resource and services organization. For more information, see

Media contact:
NewStar Media
Michelle Aya

Darren Sussman, co-founder and president of the Institute of Financial Wellness;  Erik Sussman, Co-Founder and CEO, Institute of Financial Wellness

Darren Sussman, co-founder and president of the Institute of Financial Wellness; Erik Sussman, Co-Founder and CEO, Institute of Financial Wellness



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SOURCE Institute of Financial Wellness

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