Our dedicated team of financial professionals is proud to have received recognition over the years from our peers and the community for the service we provide.
Conducting an impactful re-enrollment
We’re honored by the trust our clients place in us…
Charles was named one of the “Most Successful Advisors of the Year” for 2010 by PlanAdviser magazine.1 He was also PlanSponsor Team of the Year 2012 - Top 3 Finalist2 and PlanAdviser Top 100 Advisors 2012.3
1Recognizes advisors who make a difference through increasing participation, boosting deferral rates, enhancing asset allocation, and/or providing better programs through expanded service or expense management.
2 Nominations for the Retirement Plan Adviser and Adviser Team of the Year awards were solicited online from retirement plan advisers, their employers and/or broker/dealers, and plan sponsors, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators. The finalists were selected by an expert panel of judges from a list of semifinalists compiled from a quantitative evaluation of their current service levels and, based on feedback from their plan sponsor clients.
315% or more in defined benefit plans
