The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans.
We are thrilled to have our Omaha and Houston locations recognized on this list!
Huge congratulations to Charles Smith, Matthew Eickman, Amy Johnston, and Heather Veys for being recognized in Omaha, as well as Robert Massa, Jeff Dorfman, Teddy Awuah AIF, Rich Eagar, Cathy Darrell, Kevin Toledano, Marshall Burke, Kartik Jambulapati, and Emily Hopkins at our Houston location.
We are so proud to call them all our colleagues!
For the full list check it out here.