The 2017 NTSA Elite Advisor Award will be presented at a general session during the NTSA 403(b) Masters Summit in Carefree, AZ, Jan. 25-27. The 2017 NTSA Elite Advisor Award semi-finalists are:
Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who 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.
Additional information about the Elite Advisor Award is available at http://www.ntsa-net.org/Elite-Advisor/Elite-Advisor-Award-Information. Information about the 2017 NTSA 403(b) Masters Summit is available at http://ntsa403bsummit.org/
- Michael Cayen, Investment Services, Royal Oak, MI
- Peggy Dougherty, Lincoln Investment, Peabody, MA
- Shane Hall, Shane Hall Financial, Amarillo, TX
- Scott Hayes, ISC Group, Inc., Dallas, TX
- Chad Hufford, Veritas Wealth Management, Anchorage, AK
- Gary Immink, Williams & Company Financial Services, Hudsonville, MI
- Stewart Jacobson, Dearborn & Creggs, Sugarland,TX
- Gary Lucas, Williams and Company, Holland, MI
- Kenneth McInerney, The Legend Group, Clay, NY
- Michael Pesendorfer, M3 Investment Services, Royal Oak, MI
- Erik Peterson, Financial Alternatives, Wenatchee, WA
- David Rutkowski, The Legend Group, Liverpool, NY
- Linda Smith, Kades-Margolis, West Chester, PA
- Donald Tiburzi, The Legend Group, Getzville, NY
- Don Wade, The Legend Group, Oakbrook, IL
Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who 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.
Additional information about the Elite Advisor Award is available at http://www.ntsa-net.org/Elite-Advisor/Elite-Advisor-Award-Information. Information about the 2017 NTSA 403(b) Masters Summit is available at http://ntsa403bsummit.org/
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