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NTSA 2017 Elite Advisor Winners Honored at 403(b) Masters Summit

The four finalists for the 2017 NTSA Elite Advisor Award, including the winners, were honored in a ceremony at the NTSA 403(b) Masters Summit on Jan. 26.

The four winners of the 2017 award are:

  • Michael Cayen, CRC, M3 Investment Services, Royal Oak, MI

  • Scott Hayes, CFA, CPFA, TPGC, ISC Group, Inc., Dallas, TX

  • Chad Hufford, Veritas Wealth Management, Anchorage, AK

  • Stewart Jacobson, JD, CFP, Dearborn & Creggs, Sugar Land, TX

The award is in its fourth year.“These NTSA Elite Advisers exemplify what NTSA members stand for — professional and ethical practice in service to clients, communities and the profession. I’m proud to lead an organization with great advisers like Michael, Scott, Chad and Stewart,” said NTSA Executive Director Chris DeGrassi of the winners.

DeGrassi added, “We must recognize that we are all stewards of our profession and our destiny is our own. NTSA Elite Advisers exemplify what is good and right about our industry and remind NTSA members that we must be dedicated to constantly evolving our practices and aspire to the highest standards in service to our clients. Our job as professionals is not to be perfect, but to do better each day.”

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.

Additional information about the Elite Advisor Award is available here.