LAKE OSWEGO, ORE., DECEMBER 9, 2020 – Aldrich Wealth L.P. is pleased to announce Lead Retirement Plan Consultant Neil Plein and Senior Retirement Plan Consultant, Casey McKillip, have been included in the National Association of Plan Advisors’ (NAPA) 2021 Aces list of Top Retirement Plan Advisors Under 40.
NAPA created the Aces list in 2014 to acknowledge excellence and identify the retirement industry’s future leaders.
Per NAPA, more than 600 individuals applied and responded to a series of quantitative and qualitative questions about their experience, practice, and accomplishments. Following their nomination, a panel of judges, including senior advisor industry experts, vetted the applications and selected 2021’s Aces.
“We are honored to have both Neil and Casey as pivotal and vibrant members of the Aldrich Wealth team,” said Partner and President of Aldrich Wealth, Scott Barchus. “They play an important role in the ongoing success and evolution of our firm, and it is fitting that these two are recognized as upcoming leaders.”
Earlier this year, Aldrich Wealth’s Partner and Corporate Retirement Plans Director, Heather Wonderly, was named in NAPA’s 2020 list of Top Women Advisors. The firm’s advising team was also included in the NAPA’s Top Defined Contribution Advisor Teams list. Aldrich Wealth was first recognized on the NAPA Top DC Advisor Teams list in 2017, the list’s inaugural year.
About Aldrich Wealth
Aldrich Wealth LP is a fee-based Registered Investment Advisory firm that provides a comprehensive and customized financial services suite to individuals, businesses and trusts. These integrated services offer clients the opportunity to grow and preserve their personal and business wealth. Aldrich Wealth’s Individual services weave together goal-based wealth management, financial and estate planning, and tax planning and preparation. Aldrich Wealth’s Corporate Retirement Plans services include investment management, recordkeeping consulting, fiduciary governance services and employee education services. Aldrich Wealth is part of the Aldrich Group of Companies, including Top 100 Accounting Firm, Aldrich CPAs + Advisors, Aldrich Benefits, Aldrich Retirement Services, Aldrich Technology and Aldrich Capital.
About the National Association of Plan Advisors
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.