We are very pleased to announce that one of the retirement plan consultants at our firm, David M. Montgomery, has been named by the National Association of Plan Advisors (NAPA) to their 2020 Top 100 Retirement Plan Advisors Under 40 list, the “Aces”.
Established in 2014, the list is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as broker-check review. These “Aces” are widely seen as the future leaders of the retirement plan advisor industry.
The 2020 Top 100 Retirement Plan Advisors Under 40 will be featured in a future issue of NAPA Net the Magazine and honored at the 2020 NAPA 401(k) Summit conference in Orlando, FL, April 26-28.
Thanks to all who participated in the nomination and voting process, and congratulations to all of this year’s 2020 Top 100 Retirement Plan Advisors Under 40.
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