Birmingham, Alabama (March 8, 2017)—Grinkmeyer Leonard Financial, a financial advisory firm in Birmingham, Alabama, today announces that its Retirement Plan Consultant, Jamie Kertis, QKA, AIF®, CPFA, has been named to the National Association of Plan Advisors (NAPA) 2017 Top Retirement Plan Advisors Under 40 list. The list will be published in the summer 2017 issue of NAPA Net the Magazine, will be acknowledged at the 2017 NAPA 401(k) Summit, and is currently featured online.
"I am honored and humbled to be included in this prestigious group of professionals," says Jamie. "I believe it is the responsibility of the next generation of advisors to change the course of retirement plan savings; to put the focus back on the financial well-being of employees and to service and support plan sponsors."
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The NAPA Top Retirement Plan Advisors Under 40 list includes plan advisors who have built a solid practice-either alone or as part of a team-and are established leaders ready to take their defined contribution (DC) and 401(k) plans to the next level. Nominations were solicited by NAPA members. Nominees were asked to complete an application and winners were chosen based on criteria that include: current and new DC assets under management, DC plans for the past 12 and 24 months, DC/DB plan revenue. Votes were utilized to break ties, if applicable. The nominated advisor need not be a NAPA member. 309 advisors were considered for the award. 75 (24.3% of candidates) were recognized. This award is not indicative of the wealth manager's future performance. Your experience may vary. For more information, please visit: www.napa-net.org.
Grinkmeyer Leonard Financial Employee Education Specialist, Caleb Bagwell, was a featured speaker at the Mobile Society for Human Resource Management’s Annual Gulf Coast Conference held Friday, November 4. Caleb’s presentation, “Your Next Generation Employee,” discussed best practices for equipping, engaging, and energizing your Millennial workforce. The annual one-day regional human resources conference was devoted to the training and education of human resources professionals in the Mobile area.
Commonwealth Financial Network® has named Trent and Valerie to its Retirement Advisor Council, an exclusive 22-member group of advisors who specialize in working with qualified retirement plans and exemplify deep knowledge and expertise in this area of the retirement industry. Trent and Valerie plan to actively exchange business planning ideas and collaborate on how Commonwealth can help advisors achieve success in this marketplace as well as help to inform and shape the direction of Commonwealth’s retirement plan offering.