Creating a client-centric experience is important enough to our team that we made it part of our stated core values. Every single decision we make as a firm starts with the client. In that spirit, we are enormously proud to share that Matthew Eickman, our National Retirement Practice Leader, has been named a finalist for Client Advocate of the Year in the 2024 RIA Intel Awards!

This nomination is reflective of just how deeply our firm’s dedication to client advocacy runs. Congratulations, Matthew on this much-deserved recognition!