COHI-INC. PRESENTS THE
7TH ANNUAL MWBE WEALTH SUMMIT
SEPT. 14, 2024 | Syracuse, NY
What is the MWBE Wealth Summit?
The MWBE Wealth Summit is a transformative event designed specifically for those who are ready to take control of their financial future. Whether you’re just starting out or looking to make smarter financial decisions, this summit will provide you with the knowledge, tools, and inspiration to build a strong and sustainable financial portfolio.
What to expect:
- The power of real estate investing
- Controling your money, not letting it control you
- Increasing your income
- Entrepreneurship
- Generational wealth
- Financial freedom and how to accomplish it
- Networking opportunites
KEYNOTE SPEAKERS
Sonia Booker, Wealth Coach & Real Estate Developer
Stacey Tisdale, On-Air Journalist & CEO, Mind, Media, & Money Inc.
PERFOMERS
Dr. Jazmin Ghent, International Award-Winning Saxophonist
PANELISTS
Vicki Brackens
President & Financial Planner, Brackens Financial Solutions Network, LLC
Vicki Brackens, President of Brackens Financial Solutions Network, LLC (BFSN), has over 30 years of experience in financial education and services. After a successful career with Metropolitan Life Financial Services, she associated BFSN with LPL Financial in 2018. Known as “America’s Money Maven,” Vicki co-founded Heritage Financial Partners to increase diversity in the financial services industry. She is an active community leader, holding numerous board positions and accolades, including the Network Journal’s 25 Influential Black Women in Business award. Vicki is joyously married and resides in Syracuse, NY.
Michael Jennings
Wealth Consultant/ Financial Planning Associate, Brackens Financial Solutions Network, LLC
Michael, a Syracuse University graduate with a Bachelor of Arts in Anthropology and Forensic Science, transitioned into a financial advisor role to better serve his community. Passionate about connecting with people, he volunteers with the Ronald McDonald House Charities’ Red Shoe Society and champions the Downtown Syracuse Residents through the Downtown Committee of Syracuse. In his free time, Michael enjoys spending time with family and friends, cooking, and exploring the city.
Jodi DeAugustine
VP of Strategic Development, Rockbridge Investment Management
Jodi DeAugustine is a seasoned executive in the financial industry, currently serving as VP of Strategic Development at Rockbridge Investment Management, LLC in Syracuse. With over 30 years of experience, she focuses on wealth building and empowering individuals and nonprofit leaders to achieve their financial goals. Her specialties include organizational management, strategic planning, and relationship building. Jodi is also a dedicated servant leader, actively involved in numerous boards and committees, including the Alzheimer’s Association, Onondaga Community College Foundation, and David’s Refuge.
Antoinette Montogomery
Real Estate Agent, Kirnan Real Estate, Inc.
Sheena Solomon
Executive Director, Gifford Foundation
Sheena joined the Gifford Foundation in 2007 and became Executive Director in January 2019. She has played a key role in expanding community impact initiatives and designing the Nourishing Tomorrow’s Leaders program, which focuses on diversifying nonprofit boards. Sheena is a 2012 graduate of the PLACES program and now serves as its Advisory Board Chair. Passionate about racial justice, equity, and inclusion, she also serves on various local and national boards. In her spare time, Sheena enjoys family time and is committed to fostering growth and celebrating diversity in the community.
James E. Williams Jr.
Community Engagement Manager, Blueprint 15, Inc.
David Ocasio Ross
Assistant Vice President of Mortgage Sales, Americu
David Ocasio Ross is the Assistant Vice President of Mortgage Sales at AmeriCU Credit Union, leading a team of 14 across Northern, Central, and Upstate New York. With over a decade of experience in banking and finance, David joined AmeriCU in 2022 to expand his skillset and grow the Mortgage Loan Origination Team. Outside of work, he enjoys time with his daughter, traveling, exercising, and volunteering as a girls’ youth basketball coach. Connect with David and the AmeriCU team for all your homeownership needs, from buying to refinancing, with competitive rates and exceptional service.
Sherri Falck
Managing Vice President, Pursuit Lending
Sherri Falck is Managing Vice President, and she oversees the Upstate New York market as well as Special Initiatives across the entire company footprint that includes NY, NJ, PA, CT and IL. Pursuit’s Community Development Financial Institution (CDFI) aims to help businesses grow by providing business loans and advisory services when traditional bank financing is not an option. Since 2016, Sherri has served entrepreneurs across Upstate New York.
Melanie Littlejohn
CEO, CNY Community Foundation
Melanie Littlejohn is the incoming president and CEO of the Central New York Community Foundation, which transforms community donations into impactful change. Previously, she was VP of customer & community engagement at National Grid, where she spent nearly 30 years. Melanie holds an MBA from Syracuse University and a bachelor’s degree from SUNY Stony Brook. Active in civic and philanthropic initiatives, she serves on several boards and has received numerous honors, including the 2022 Woman of Prestige award. Melanie is also dedicated to mentoring future leaders and engaging with the community.
Kira Crawford
Principal, Ascentis
Crystal Wallace
Project Manager, LaunchNY
Crystal Wallace is the Project Manager of the Founders Go Big Program at Launch NY, bringing 19 years of experience in project management, training, business strategy, and assessment. Her work spans both public and private sectors, integrating learning, technology, strategy, and entrepreneurship. Crystal is dedicated to raising awareness about disparity and access through her involvement with the National Society of Black Engineers, the Face to Face Initiative, and other organizations. She holds a Bachelor of Science in Management from Rensselaer Polytechnic Institute and an MBA from Canisius College. Crystal has also taught at the University at Buffalo, Canisius College, and Bryant & Stratton College.
Tamika Goode-Otis
CEO/Principal Consultant, KABOD Consulting Group; Corporate Responsibility & Community Relations Officer, KeyBank
A sought after DE&I leader, impactful storyteller, innovative communicator, motivational, inspirational and activation speaker with 15 years of strategic leadership and program management experience in the federal, private and non-profit sectors. A visionary, executor and eco-system builder grounded in the mission of empowering others to live their best lives and transform communities for the better.
Gwen Webber-McLeod
President and CEO, Gwen Inc.
Gwen is the founder of Gwen, Inc., a company dedicated to supporting mid to executive-level leaders on their leadership journey. With 30 years of leadership experience, Gwen identified a common struggle among leaders who, despite their technical skills, lacked the strategic relationship-building necessary to motivate and inspire teams. Through The Leadership Connection®, Gwen, Inc. offers leadership education, consulting, mentoring, and coaching to help leaders reach their potential. Gwen is also the founder of You Can’t Fail Inc., a nonprofit providing multicultural leadership development for women of color. She is a sought-after speaker known for her insights into leadership development.
VIP Meet-N-Greet
Dr. Jazmin Ghent, International Award-Winning Saxophonist
Join us at the Salt City Market for an exclusive VIP Meet-n-Greet featuring a live performance from International Award-Winning Saxophonist, Dr. Jazmin Ghent.
Rub elbows with industry leaders, network with community stakeholders, corporate sponsors, panelists, special guests, and like-minded individuals. Gain valuable insights into wealth-building strategies in preparation for the MWBE Wealth Summit: Building Your Financial Portfolio.
This in-person event is your chance to connect with key players in the MWBE community and take your business to the next level. Enjoy food and drinks while you mingle, learn, and grow your wealth! Don’t miss out on this unique opportunity!