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Awards

Client Awards

2015 Plan Sponsors of the Year Finalists
2014 Plan Sponsor of the Year

Team Awards

2017 NAPA Top Women Advisor
NAPA's Top DC Advisor Team
2017 Top 100 Retirement Plan Advisers
NAPA Young Guns 50 Under 40
2016 Top 100 Retirement Plan Advisers
Financial Times Top 401 Retirement Advisors
NAPAS TOP WOMEN ADVISORS OF 2015: CAPTAINS
NAPA 2015 401(k) Advisor Leadership-Semi-finalist
2013 Top 100 Retirement Plan Adviser
2010 Retirement Plan Advisor Team of the Year