Finspire Milestones

Nate Freeman joins Finspire as Senior Vice President of Business Development

Nate Freeman comes to Finspire with a rich background as an investment consultant, corporate strategist, and unique specialization in optimizing healthcare expenses. Nate will leverage his extensive experience to drive strategic initiatives that enhance client relationships and expand the firm’s reach into new markets.

See Nate's Bio

Finspire Sponsors Phil's Friends

Finspire hosted a social fundraising event with proceeds to Phil's Friends.

Learn more about Phil's Friends

2023 RIA Intel's Retirement Plan Adviser of the Year Finalist

Chuck Williams was named as a finalist for RIA Intel's 2023 Retirement Plan Adviser of the Year

View the 2023 RIA Intel Awards Finalists Here

2023 PLANADVISER Retirement Plan Adviser of the Year Finalist - Mentorship

Named by PLANADVISER as a finalist for Retirement Plan Advisor of the year in the Mentorship category, standing out for commitment and success in supporting the personal and professional growth of the firm’s staff, fellow advisers and industry peers.

View the 2023 PLANADVISER Awards Finalists Here

NAPA 2022 Top DC Advisors Teams

Named for the fourth consecutive year by the National Association of Plan Advisors (NAPA) to the 2022 Top DC Advisor Team list, highlighting Finspire as one of the nation’s leading retirement plan advisor firms.

See Announcement

Calla Gorman Named to DCIIA's List of DEI Rising Stars

Calla Gorman, VP of Retirement Plan Services, is recognized as a "Rising Star" by the Defined Contribution Institutional Investment Association (DCIIA) for advocating for and contributing to member organizations' diversity, equity and inclusiveness (DEI).

Learn more about DCIIA's DEI Rising Stars

DCIIA Advisor Institute Council (AIC)

Finspire is named to the Defined Contribution Institutional Association (DCIIA) Retirement Research Center's Advisor Institute Council (AIC).

Learn more about DCIIA

NAPA 2021 Top DC Advisors Teams

Named for the third consecutive year by the National Association of Plan Advisors (NAPA) to the 2021 Top DC Advisor Team list, highlighting Finspire as one of the nation’s leading retirement plan advisor firms.

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Calla Gorman, CRPC®, CPFA joins Finspire as Vice President of Retirement Plan Services

Calla joins the Finspire team bringing her retirement plan expertise, passion for service, enthusiasm and creativity to our growing team.

See Calla's Bio

NAPA 2020 Top DC Advisors Teams

Named for the second consecutive year by the National Association of Plan Advisors (NAPA) to the 2020 Top DC Advisor Team list, highlighting Finspire as one of the nation’s leading retirement plan advisor firms.

See Announcement

Financial Times 2020 Top Advisors

Finspire was named to the Financial Times sixth annual line-up of elite advisers on defined contribution plans, FT401 list of the top US retirement advisers for the second consecutive year

NAPA 2019 Top DC Advisors Teams

Named by the National Association of Plan Advisors (NAPA) to the 2019 Top DC Advisor Team list, highlighting Finspire as one of the nation’s leading retirement plan advisor firms.

See Announcement

Rob Green joins Finspire as Information Analyst

Rob Green joins Finspire after completing undergraduate studies abroad

Corporate Volunteer Day

The team at Finspire closed the office to take a day to give back. Volunteering at Feed My Starving Children, Finspire packed healthy meals for delivery to children in Haiti and Burkina Faso

Check Out Our Culture Page For Other Organizations We Support

Financial Times 2019 Top Advisors

Finspire was named to the Financial Times fifth annual line-up of elite advisers on defined contribution plans, FT401 list of the top US retirement advisers.

Open House

Finspire opens its doors to clients, partners and friends for a peek inside

New Digs

Finspire opens its new corporate office in Schaumburg, IL

Donna Gordon joins Finspire as Relationship Manager

Donna brings a wealth of experience to the Finspire service team. Dedicating her career in the financial services industry towards enhancing client relationships and ensuring the best possible experience for retirement plan sponsors and personal financial advisory clients

See Donna's Bio

Jason A. Brooks, CFP, CPA joins Finspire as Vice President of Private Wealth Management

With over 25years of experience as a Certified Public Accountant (CPA) and a Certified Financial Planner™ (CFP), Jason brings a truly unique set of skills to the private wealth management team.

See Jason's Bio

Sue Gersch joins Finspire as Operations Manager

Sue joins our team bringing a wealth of experience in operations, database management and financial bookkeeping experience to Finspire's operations team.

See Sue's Bio

Finspire Day 1

A truly unique firm is born and the vision of Finspire’s founders takes shape in the fusion of two words, Financial & Inspire.