NTSA Elite Advisors are the “best of the best” excelling in advocacy, practice management, and leadership. Their experience and unique insights provide a unique perspective that can, and have, helped best practice standards in the 403(b) and/or 457(b) retirement industry. In this exclusive podcast series, you’ll gain insights on ways to build, expand and enhance your practice. Check back regularly for updates.
Kristine J. Coffey, CPC, CPFA
Executive Vice President and Founding Director,
CPE Associates, Ltd.,
SOUTHWEST (Albuquerque, NM) and MIDWEST (Brookfield, WI)
As Executive Vice President and Founding Director of CPE Associates, Ltd., SOUTHWEST (Albuquerque, NM) and MIDWEST (Brookfield, WI), an international consulting practice (1999 ff), Coffey teams with non-profit and for-profit ventures, NGOs, and their leaders on projects from corporate finance to coaching, strategic and tactical planning to communications, marketing to group dynamics.
Coffey is the 2019 President of NTSA (National Tax-Deferred Savings Association), an ARA, (American Retirement Association) division of membership. She also serves as an ARA Senatorial Director and on the ARA GAC (Government Affairs Committee) Executive Committee. Having been elected to the NTSA Leadership Council in 2016, Coffey is Of Advice to the NTSA 2019 Elite Advisor Award Judging Committee, which she founded in 2014; as well, she is Senior Advisor to the 2019 NTSA Summit, with whom she has worked since 2009. In 2013 she was elected to serve on the ASPPA (American Society of Pension Professionals and Actuaries) Board of Directors, where she is a credentialed (CPC, Certified Pension Consultant) member.
Randy Aranowitz, CLU, TGPC, CLTC
Executive Vice President
Kades-Margolis Corporation & Kades-Margolis Capital
Randy has been part of the Kades-Margolis executive team since his joining Kades-Margolis in 1990 and has over 35 years of industry experience. He has management responsibilities in virtually all areas of the company including: sales management, advisor training, marketing management, operations, compliance, product development, as well as client and vendor relationship management. Randy is a past President of the 403(b) industry’s National Tax-Deferred Savings Association (NTSA). He has also served as Vice President, Board Member and on the Leadership Council of NTSA. He has served as the 2019 Chair of the Elite Advisor awards committee. Randy is a 2014 inaugural Elite Advisor recipient.