Around the Firm 3Q 2025 (Faith-Based)

Innovest Celebrates 29 Years of Growth and Excellence

This quarter, Innovest marked its 29th anniversary with new team members, well-earned promotions, and notable achievements that reflect our commitment to performance and purpose.

We welcomed Analyst Assistants Taylor Lupica, Mark Elliott, and Colin Donovan, along with Wyck Brown, Vice President and Consultant, whose leadership strengthens our consulting team.

Congratulations to our newly promoted colleagues:

·         Lead Senior Analyst: Anna Berdahl, Christine Fuhrman, Brian Curran

·         Senior Analyst: Marisa Joseph, Austin Cleveland, Matt Foster

·         Analyst: Luke Hollister

·         Manager: Abigail Thomas, Natalie Miller

We’re proud to share that Luke Hollister passed the CFP® Exam, reinforcing his expertise in financial planning.

Finally, we celebrate Christine Hudek, Cheryl Wilks, and Matt Foster, recipients of Innovest’s Service to Others Award, for their outstanding dedication and client service.

Sharing What We Know

Our team has been busy publishing insights and sharing expertise across the industry this past quarter. Here are some standout articles from Q3 2025:

•                    Greg Ring offered a cautionary take in Family Office Magazine with “Don’t Waste Your Money Being Generous,” exploring the financial risks of philanthropy.

•                    Troy Jensen and Luke Hollister teamed up for “Completing the Journey” in TEXPERS, highlighting retirement planning strategies.

•                    Sloan Smith and Luke Hollister tackled market uncertainty in Financial Advisor with “Infrastructure Investing: Attractive Opportunity In Uncertain Times.”

•                    Rick Rodgers and Kyli Soto emphasized advisor independence in TEXPERS with “The Importance of Independence.”

•                    Rich Todd and Sarah Newman were published on the Christian Leadership Alliance Higher Thinking Blog with their article, “Six Reasons Why Christian Organizations Still Take a Secular Approach.” 

These articles reflect our ongoing commitment to thought leadership and helping clients navigate complex financial topics with clarity and confidence.

Service To Others

Innovest is proud to give back to our community through a variety of meaningful volunteer efforts. Our team participated in the Denver Public Schools Foundation’s Back to Class Bash, helping organize donated school supplies for incoming students and supporting the Foundation’s mission to remove barriers to education. Ten Innovest employees also spent a rewarding day with Girls Inc. of Metro Denver, assisting with their field day event and creating a fun, empowering experience for the girls in attendance. We also volunteered with Brothers Redevelopment, Inc., a nonprofit dedicated to providing affordable and accessible housing, delivering free exterior painting services to a homeowner in need, and supporting their work to uplift those facing financial or physical challenges. On September 11th, several Innovest employees did the Annual Stair Climb at Red Rocks amphitheater to honor fallen fire fighters and first responders.

We are grateful for the opportunity to contribute and proud to support these important missions.

Conferences, Speaking Engagements & Webinars

Innovest team members attended the Colorado Public Plan Coalition’s annual conference in Beaver Creek, CO, engaging in educational sessions and networking with industry peers. Christian O’Dwyer, CFA, presented on behavioral finance, emphasizing the emotional impact of losses, the influence of social comparison, and the value of relationships over possessions.

At the NAGDCA Conference in San Diego, Co-Founder and President Wendy Dominguez joined a panel on fee benchmarking, followed by a client dinner hosted by Innovest.

This quarter, Innovest team members also participated in several other key industry gatherings, including the Alliance for Defending Freedom, the Napa Catholic Summer Conference, where Sarah Newman spoke, and the National Catholic Conference Directors meeting.

September was especially active, with our presence at the CMSWR (Council of Major Superiors of Women Religious) National Assembly and the ICSC (International Catholic Stewardship Council Conference), where we served as both attendees and sponsors, deepening our industry connections. Richard Todd also contributed as a panelist at the SENT Summit.

At the Diocesan Fiscal Management Conference (DFMC) in Philadelphia, Innovest co-hosted a special evening featuring dinner and a behind-the-scenes tour of Lincoln Financial Field®, home of the Philadelphia Eagles.

Continuing our commitment to financial education, Innovest hosted several webinars:

Sloan Smith interviewed Jon Madorsky of RCP Advisors about the current environment of private equity secondaries, exploring liquidity strategies and market trends.

Rick Rodgers and Tomas Jansson shared practical tips in “7 Common Mistakes Employers Make with 401(k) Plans.”

Greg Ring led sessions for nonprofits on donor engagement, funding growth, and tax-saving strategies.

We also hosted our quarterly Faith-Aligned webinar, as well as a session with CFO Selections focused on colleges with Newman Centers on campus.

These webinars delivered valuable insights and reinforced Innovest’s role as a trusted source of financial expertise.