header background

Dantin & Harmon Named Top Woman Advisor

January 8, 2018 | Category: ProCourse News | Posted by Ashley Naab

ProCourse is pleased to announce that two of our lead advisors and principals Brea Dantin and Deana Harmon were named to the National Association of Plan Advisors (NAPA) Top Women Advisors List for 2017.   The NAPA Top Women Advisors list was created in 2015 to acknowledge the contributions of a growing number of women who […]

ProCourse Named One of the Top DC Advisor Firms

December 7, 2017 | Category: ProCourse News | Posted by Ashley Naab

  The National Association of Plan Advisors has published its first-ever list of top defined contribution (DC) Advisor Firms. ProCourse is honored to be listed.   The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement.   “Since their inception, NAPA’s various industry […]

Advisor Earns Certification in Behavioral Finance

July 10, 2017 | Category: ProCourse News | Posted by Ashley Naab

  Deana Harmon, CIMA®, AIF® recently enhanced her industry knowledge online by completing the Investment Management Consultants Association® (IMCA®) Applied Behavioral Finance Certificate Program. Designed to address common behavioral challenges that trip up investors and advisors alike, IMCA’s program features notable experts from leading business schools and presents in-depth, thoughtful, and interesting research from the […]

How Well Do You Know Your Advisor?

June 15, 2017 | Category: ProCourse News | Posted by Brea Dantin

    Have you heard of a little trend called podcasts? I have to admit, I had heard of it but never spent much time listening to them or searching for “the one” that would hold my attention. I have also read articles that say don’t start a podcast. This was confusing to me as […]

ProCourse Named to 2017 Top 100 Retirement Plan Advisers

March 14, 2017 | Category: ProCourse News | Posted by Ashley Naab

ProCourse Fiduciary Advisors is pleased to announce it has been named as one of the 2017 PLANADVISER Top 100 Retirement Plan Advisers.   The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include […]

ProCourse Renews CEFEX Certification

February 15, 2017 | Category: ProCourse News | Posted by Ashley Naab

Investment Advisor Renews Certification for Fiduciary Excellence   CEFEX, the Centre for Fiduciary Excellence, LLC, has renewed the certification of ProCourse Fiduciary Advisors of Carmel, IN to the standard described in the handbook “Prudent Practices for Investment Advisors”. ProCourse Fiduciary Advisors (ProCourse) remains part of an elite group of investment advisory firms which are certified […]

Prince Selected as One of NAPA’s Top 50 under 40

February 23, 2016 | Category: ProCourse News | Posted by Ashley Naab

  We are proud to announce that our Chief Financial Officer and Retirement Plan Advisor, Jeff Prince has been honored as one of NAPA Net’s 2016 Young Guns: Top 50 under 40.   Jeff has been with ProCourse for 6 years. In that time, Jeff has not only served as CFO but also continually translates […]

Meet ProCourse’s Newest Retirement Plan Advisor and Leader in ProCourse’s Expansion across Louisville

June 17, 2015 | Category: ProCourse News | Posted by Ashley Naab

Kristin Dunlevy, QPFC, AIF® Retirement Plan Advisor “ProCourse is more than thrilled to announce Retirement Plan Advisor, Kristin Dunlevy, who will be opening our new Louisville-based office. Kristin’s expertise and years of experience in working to align organizational goals and employees needs with successful retirement planning services is a great fit with ProCourse. Welcome to the […]