The National Tax-deferred Savings Association has announced the finalists for its prestigious NTSA Elite Advisor Award.
Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who, by their actions and example, have advanced best practice standards in the 403(b) and/or 457 retirement industry — and, in so doing, have improved the ability of American workers to build a successful retirement.
The 2016 NTSA Elite Advisor Award will be presented at a general session during the 2016 NTSA 403(b) Masters Summit in Tucson, Ariz. Jan. 21-23. 2016. The 2016 NTSA Elite Advisor Award finalists are:
NTSA’s Elite Advisor Award recognizes the very best advisors, as nominated by their peers. The award focuses on advisor best practices for leadership, practice management, advocacy and legacy within the 403(b) and/or 457 retirement industry. These Elite Advisors help individual plan participants accumulate assets for retirement, understanding their goals, educating them on options and potential results, while delivering and monitoring the full range of allowable investment products from securities to insurance, and working with the other qualified partners that make this a total package, the attorneys, accountants and plan administrators.
As an annual member recognition program, the NTSA Elite Advisors Award is established by advisors for advisors and for the industry — to honor advisors who have helped shape best practices in serving clients in the 403(b) and/or 457 retirement industry. To acknowledge their specific accomplishments and/or contributions, NTSA recognizes these true leaders and shakers.
Come meet and exchange ideas with the best in the business, including the NTSA Elite Advisors, at the NTSA 403(b) Masters Summit! You’ll learn from industry leaders, be inspired by a great agenda with compelling ideas that will help you build your business, and expand your professional network. To attend the summit, register here.
Additional information about the Elite Advisor Award is available here.
Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who, by their actions and example, have advanced best practice standards in the 403(b) and/or 457 retirement industry — and, in so doing, have improved the ability of American workers to build a successful retirement.
The 2016 NTSA Elite Advisor Award will be presented at a general session during the 2016 NTSA 403(b) Masters Summit in Tucson, Ariz. Jan. 21-23. 2016. The 2016 NTSA Elite Advisor Award finalists are:
- Martin Aringa, Chinen & Arinaga Financial Group, Inc., Mililani, Hawaii
- Jaclyn Bell, Dearborn & Creggs, Sugarland, Texas
- Josh Decker, EFS Advisors, St. Paul, Minn.
- Thomas Hall, Tax Sheltered Planning, Inc., Fayetteville, N.C.
- Phillip Kim, AXA Equitable, Scottsdale, Ariz.
- Gary Lucas, Williams and Company, Grandville, MI
- James Mustard, Mustard Financial Services, Inc., Portland, Ore.
- Adam Pearce, Retirement Professionals, Phoenix, Ariz.
- Laura Thompson, Global Financial Assoc., Lake City, Fla.
NTSA’s Elite Advisor Award recognizes the very best advisors, as nominated by their peers. The award focuses on advisor best practices for leadership, practice management, advocacy and legacy within the 403(b) and/or 457 retirement industry. These Elite Advisors help individual plan participants accumulate assets for retirement, understanding their goals, educating them on options and potential results, while delivering and monitoring the full range of allowable investment products from securities to insurance, and working with the other qualified partners that make this a total package, the attorneys, accountants and plan administrators.
As an annual member recognition program, the NTSA Elite Advisors Award is established by advisors for advisors and for the industry — to honor advisors who have helped shape best practices in serving clients in the 403(b) and/or 457 retirement industry. To acknowledge their specific accomplishments and/or contributions, NTSA recognizes these true leaders and shakers.
Come meet and exchange ideas with the best in the business, including the NTSA Elite Advisors, at the NTSA 403(b) Masters Summit! You’ll learn from industry leaders, be inspired by a great agenda with compelling ideas that will help you build your business, and expand your professional network. To attend the summit, register here.
Additional information about the Elite Advisor Award is available here.
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