The National Tax-deferred Savings Association has announced the 2017 finalists for its prestigious NTSA Elite Advisor Award.
The 2017 NTSA Elite Advisor Award will be presented at a general session during the 2017 NTSA 403(b) Masters Summit in Carefree, Ariz. Jan. 25-27, 2017. The 2017 NTSA Elite Advisor Award finalists are:
- Michael Cayen, CRC, M3 Investment Services, Royal Oak, MI
- Scott Hayes, CFA, CPFA, TPGC, ISC Group, Inc., Dallas, TX
- Chad Hufford, Veritas Wealth Management, Anchorage, AK
- Stewart Jacobson, JD, CFP, Dearborn & Creggs, Sugar Land, TX
The NTSA 2017 Elite Advisors will be announced at the 2017 NTSA 403(b) Summit.
About the Elite Advisor Award
Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who, by their actions and example, have advanced best-practice standards in the 403(b) and/or 457 retirement industry — and, in so doing, have improved the ability of American workers to build a successful retirement.
NTSA’s Elite Advisor Award recognizes the very best advisors, as nominated by their peers. The award focuses on advisor best practices for leadership, practice management, advocacy and legacy within the 403(b) and/or 457 retirement industry. These Elite Advisors help individual plan participants accumulate assets for retirement, understanding their goals, educating them on options and potential results, while delivering and monitoring the full range of allowable investment products from securities to insurance, and working with the other qualified partners that make this a total package, the attorneys, accountants and plan administrators.
As an annual member recognition program, the NTSA Elite Advisors Award is established by advisors for advisors and the industry — to honor advisors who have helped shape best practices in serving clients in the 403(b) and/or 457 retirement industry. To acknowledge their specific accomplishments and/or contributions, NTSA recognizes these true leaders and shakers.
Additional information about the Elite Advisor Award is available here.