NTSA 2020 Elite Advisor Honored Nominees Named

The National Tax-Deferred Savings Association has announced the Honored Nominees for its prestigious NTSA Elite Advisor Award.

The 2020 NTSA Elite Advisor Award will be presented at the NTSA 2020 Summit in Denver, Jan. 26-28, 2020. The 2020 NTSA Elite Advisor Award Honored Nominees are:

• Joe Avallone, U.S. Retirement Planning Associates, Winter Springs, FL
• Leasa Huffman, CRES, CLU, FLMI, OFG Financial Services, Wakarusa, KS
• Jason Levine, AIF, CFP, Lincoln Investment, Swamscott, MA
• Gary Lucas, Williams and Company Financial Services, Holland, MI
• Sara McGrath, AIF, Clifford & Rano Associates, Inc., Worcester, MA
• Rian Steinbiss, AIF, CRES, Lincoln Investment, Marlton, NJ
• David Wolfe, CRES, Educators Financial Services, Coon Rapids, MN
• Donna Wren, CLTC, Lincoln Investment, Gibsonia, PA

Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who have advanced best practice standards in the nonprofit, 403(b) and/or the 457(b) retirement industry, and in so doing, have improved the ability of American workers to build a successful retirement.

The NTSA Elite Advisor Award is an annual member recognition program that has been established to honor financial advisors whose presence and innovative work have helped shape the best practices in serving clients in the ERISA nonprofit, 403(b) and 457(b) retirement industry, as well as to acknowledge their specific outstanding, unique accomplishments and/or contributions.

The Elite Advisor Award proclaims to the retirement industry, to the federal, state and local legislatures, and to the public that NTSA and its advisors are critical to this marketplace. Elite Advisors are educated, experienced, involved community professionals, required for the process of achieving individual retirement security for Americans in the non-profit public and private sector. Together with NTSA, the Elite Advisors are committed to open access, professional advice, standard of care, collaboration and ethical behavior.

The award is by advisors, for advisors. The award’s focus is on advisor best practices for advocacy, leadership, practice management and legacy within the ERISA nonprofit, 403(b) and 457(b) retirement industry, directly affecting Americans’ ability to build a successful retirement, especially through employer-based retirement plans. The award’s goal is to recognize the very “best of the best” advisor members of NTSA who have done the most to help individual plan participants accumulate assets for retirement, to advocate for this industry, to lead in profound ways, to operate an ever-improving practice and to mentor the future.

Additional information about the Elite Advisor Award is available at https://www.ntsa-net.org/industry-intel/elite-advisor-award. Information about the 2020 NTSA Summit is available at http://ntsa403bsummit.org/.