Recognizing Outstanding Community Service
Schwab employees have always been passionate about getting involved and making a positive difference in peoples’ lives. The Outstanding Community Service Award honors two individuals every year who demonstrate an exemplary and longstanding commitment to their communities. To learn more about the amazing accomplishments of our 2016 winners, as well as previous winners, click the images to tour the winners’ profiles.
Financial Literacy Award | 2016
Manager, Community Relations, Investor Services, Denver
Jeri Ellison-Beauford is being honored as the 2016 Outstanding Community Service award winner for her commitment to spreading financial literacy in the Denver community and beyond. As one of Schwab’s Community Ambassadors, Jeri has forged strong relationships with many Denver-area Boys & Girls Clubs, creating countless opportunities for Schwab employees to get involved and teach the Money Matters: Make It Count financial program to club kids. And she didn’t just stop in Denver—she has been leading the charge to spread financial literacy even further by helping other branches deliver the program to their local Boys & Girls Clubs, including Schwab’s Boston location. Jeri actively seeks out new ways to help people understand their finances, and also recently formed a partnership with Community Educational Outreach to reach more than 170,000 local homeowners. Whether she’s helping kids and homeowners or training employees and interns, Jeri’s efforts have enormous scale. She is truly making a difference in her community, and Schwab is proud to have employees like her paving the way to financial literacy for all.
Community Service Award | 2016
Senior Team Manager, Advisor Services, Phoenix
Kris Anest is the 2016 winner of the Outstanding Community Service Award for her passionate and deeply impactful commitment to serving her community. Kris serves as a Community Ambassador in Schwab’s Phoenix location, enabling and inspiring many of her colleagues to follow her lead and serve the local community. As a former teacher, Kris has remained dedicated to educating students through the Arizona Council on Economic Education. She regularly volunteers at local schools and has taught hundreds of kids about money and the stock market. She also supports St. Mary’s Food Bank by coordinating food collection drives and fundraisers with various Schwab teams. And most recently, Kris took the lead in organizing Schwab’s first annual “Dancing for Stroke” event on behalf of Dignity Health, which raised more than $30,000 for stroke research. Kris is passionate about serving others, and when she sees a need, she works tirelessly to help make a difference. Her commitment is contagious, and she often recruits her fellow employees to get involved. Her work truly makes an impact on the local community, and Schwab is proud to recognize her for this year’s award.
Financial Literacy Award | 2015
Trading Specialist, Investor Services, Indianapolis
Alonzo was recognized in 2015 for the Financial Literacy award for his longstanding volunteer service of more than 30 years. Every year, he dedicates hundreds of hours to volunteering with his local Boys & Girls Clubs. Alonzo has also volunteered over 2,000 hours for the Center for Leadership Development, focused on empowering youth to improve their future. According to his manager, “he has truly lived the Schwab Volunteer definition of helping individuals, families, and communities become empowered to improve their financial well-being.” Alonzo credits his efforts to the volunteers and other adults who made a big impact on him during his own childhood. His driving goal is to pay it forward by creating similar experiences for youth in his community and providing them with a positive environment.
Community Service Award | 2015
Senior Manager, Finance, Charles Schwab Investment Management, San Francisco
Phoenicia won the 2015 Outstanding Community Service award for her dedicated volunteer work with an orphanage in Colima, Mexico. Every year she collects supplies, raises funds for various shelter needs, and provides emotional support to the children. She also volunteers 160 hours a year with Students Rising Above in San Francisco, where she helps low-income students get into and prepare for college. Through her work with both organizations, she strives to provide youth with confidence, knowledge and support so they can understand their abundant opportunities and how to pursue their goals. She was described by a colleague as “authentic and present in a way that leads the children to seek her out for advice…she is a true role model.”
Financial Literacy Award | 2014
Vice President, Branch Manager, Investor Services, Chicago
Rich Wulforst was honored in 2014 for his financial literacy-related work with Junior Achievement in Denver. He organized nearly 200 Schwab employee volunteers annually to work with more than 3,300 Denver elementary school students on strengthening their understanding of money and finances. His leadership of Schwab’s Junior Achievement volunteer efforts has had a significant impact in the community, and engaged Schwab employees at all levels, including senior executives. Rich is now working in Schwab’s Chicago location, and is laying the foundation for a new local partnership with Junior Achievement. He has big plans to grow the program and teach even more kids the importance of financial literacy.
Community Service Award | 2014
Senior Administrative Assistant, Investor Services, Denver
As the winner of the 2014 General Community Service award, Elmer Rodriguez is known to many of his colleagues as Denver’s “Community Giving Liaison.” Having served on Schwab’s regional Community Ambassador Team for more than 15 years, Elmer’s broad and longstanding service has included coordinating many fundraising walks and collection drives over the years, benefitting a variety of local causes and charities. Two of his greatest community-service achievements include serving as team captain for the Colorado AIDS Walk for more than ten years, and being a key leader in Denver for Schwab’s annual Volunteer Week since it began more than a decade ago. Elmer first got involved with volunteering when he started working at Schwab. It quickly became his passion not only because of office camraderie that volunteer work creates, but because he could really see the difference he was making for those in need in his community.
Community Service Award | 2013
Manager, Product Management & Marketing, Advisor Services, Denver
As winner of the 2013 Outstanding Community Service Award for General Community Service, Evin Moore is driven by his passion for children’s literacy. With so many budget cuts in schools and after school programs, Evin saw a need and reacted. He founded the nonprofit, Burning Through Pages, which provides literature, resources, and time to different at-risk youth organizations. He started the organization from scratch, recruited the board, and acquired the book inventory. He also inspired many of his Schwab colleagues to donate books and to volunteer. As a dedicated advocate for youth, Evin also volunteers with Boys & Girls Clubs of America and Kids at Their Best. Through his ongoing commitment to volunteerism, he is changing the lives of future generations for the better.
Financial Literacy Award | 2013
Vice President, Financial Consultant, Investor Services, Denver
Brian Sanchez’s dedication to financial literacy initiatives and volunteerism is truly inspirational. His efforts go deep, including driving many of Schwab’s financial literacy efforts, founding Austin’s first Financial Literacy Council, and promoting workplace diversity and career development by acting as a founding chair member of the Schwab Organization of Latinos in both Austin and Denver. One of Brian’s major achievements that led to this award was his involvement with an Austin nonprofit, Foundation Communities, from 2008–2012. Brian volunteered 500+ hours while leading Schwab’s financial coaching program for low-income individuals. He recruited and helped train more than 50 volunteer financial coaches and helped create a financial education program to assist individuals with getting back on their feet and on track toward financial success. His activism and advocacy has made a lasting impact during his time in Austin, and now in Schwab’s Denver location.
Financial Literacy Award | 2012
Senior Team Manager, Investor Services, Denver
Bryce Harman is passionate about improving people’s lives, and inspires his community to join him in making a positive difference. Through his years of volunteering with Goodwill Industries of Denver, Boys & Girls Clubs of America, and Junior Achievement, and serving as a member of Schwab’s Denver Community Ambassador team, Bryce has personally helped hundreds of at-risk youth, struggling adults, and low-income seniors gain the tools they need to build better lives. Leading the way by example, Bryce rallies his fellow Schwabbies and engages them in a variety of community service activities.
Community Service Award | 2011
Director, Relationship Management, Schwab Charitable, Denver
For more than 20 years, the breadth and depth of Brian Howell’s community impact has been astounding. He has volunteered with and supported countless nonprofit organizations, and his passion for community service has been key in building Denver’s strong volunteer base. He is a founding member and driving force behind the Schwab Community Ambassador Team in Denver, and has served as an event lead for Schwab Volunteer Week every year since it began more than a decade ago. He recruits volunteers to promote financial literacy, serves as a mentor, and organizes events, all with an eye toward improving his community and enriching the lives of those around him. To channel even more of his energy into helping the community, he recently took on a Director role at Schwab Charitable to help champion their mission of “increasing giving in the U.S.” Brian’s efforts will continue to have a positive influence for years to come.
Financial Literacy Award | 2010
Associate, Administrative Support, Investor Services, Indianapolis
Diane Jacobs received the Outstanding Community Service Award in 2010 for her commitment to advancing financial literacy in the community. Over the years, she has leveraged Schwab's financial literacy programs, including Schwab MoneyWise and the Boys & Girls Clubs Money Matters: Make It Count program, to inspire people to change their financial habits for the better.
In addition to being a critical player in implementing Schwab’s volunteer programs, Diane has played a key leadership role in many community-based initiatives in Indianapolis. She helped launch Bank On Indy, a program designed to bring Marion County's 79,000 "unbanked" citizens into the financial mainstream as a first step toward financial independence. She was also part of the Indianapolis Mayor's volunteer planning team that launched a citywide Indy Financial Planning Day, and was instrumental in establishing Goodwill Industries’ “Good Assets” program in Indianapolis. Diane sets a high bar for herself when it comes to helping those less fortunate and is a true inspiration to her colleagues and the community.
Community Service Award | 2009
Manager, Advisor Services Fixed Income Team, Client Solutions, Phoenix
Cindy received the Outstanding Community Service Award in 2009 for consistently demonstrating compassion and unwavering dedication in her charity work. She has a long history of service with many organizations throughout Phoenix, including Big Brothers and Big Sisters of Arizona, St. Vincent de Paul, Save the Family, HALO, Ronald McDonald House, Hospice of the Valley, and others. Her service work includes dedicating many years as a Big Sister, helping low-income families get their basic needs fulfilled, caring for and finding homes for unwanted pets, raising funds for several charitable causes, and even singing for patients undergoing hospice care. The depth and reach of Cindy’s commitment to serving others is unrelenting and truly remarkable.