NTSA Names 2021 Elite Advisors

Congratulations to three of NTSA’s finest! The NTSA 2021 Elite Advisors are: 

• Michael Goldberg, The Equitable, Boca Raton, FL 
• Shane Michael Robinson, Robinson and Associates, Lincoln Investment, Greenville, NC
• Lisa M. Tursi, AIF, CRES,  Lincoln Investment, Sudbury, MA

Michael, Shane and Lisa, thank you for your excellence and being role models for us all. You now join the prestigious Elite Advisor Council, making 39 honored members since the award’s inception in 2014. Join in recognizing their achievements at the NTSA 2021 Awards Luncheon at the Summit on Monday, June 28, 2021.

About the Elite Advisor Award

NTSA’s Elite Advisor Awards recognize and honor the ‘best of the best’ in the retirement industry—financial advisors with innovative, unique, profound and successful best practices for advocacy, leadership, practice management and legacy within the 403(b), 457(b) and ERISA non-profit retirement industry. They have a direct impact on the ability for Americans to build a successful retirement, especially through employer-based retirement plans.  

The Nomination, Application and Award processes are rigorous and anonymous. The dedicated Award Judging Committee (AJC) reviews fully redacted files as they collaborate on their unanimous decisions. Michael Pollakowski, GWN, chairs the AJC; Elite Advisors form the AJC with Kent Schutte as Vice Chair, together with Jody Detillier of Lincoln Investments, Wat Keyes of CapTrust, Randal Lupi of Equitable and Robert Young of PlanMember. 

These awards are by advisors, for advisors, those who have done the most to help individual plan participants accumulate assets for a meaningful retirement, to advocate proactively for this industry and its beneficiaries, to lead in profound ways, to creatively operate an ever-improving practice, and to mentor responsibly for the future. 

NTSA acknowledges the specific outstanding, unique accomplishments and/or contributions made by these Financial Advisors. The NTSA Elite Advisor Awards program 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, community-involved professionals. Such professionals are critical for the process of achieving individual retirement security for those Americans in the tax-exempt non-profit, public and private sectors. Together with NTSA, their Elite Advisors are committed to open access, professional advice, universal standard of scare, collaboration and ethical behavior.

View the terms and conditions here. 

Kristine J. Coffey, CPC, CPFA, CRES, is an NTSA Past President and NTSA 2021 Awards Chair; she is Executive Vice President and Founder, INTERNATIONAL CONSULTING, for CPE Associates, Ltd.