LAKE OSWEGO, ORE., NOVEMBER 28, 2023— Aldrich Wealth is honored to share that the National Association of Plan Advisors (NAPA) named Casey McKillip, Senior Retirement Plan Consultant, in its 2024 “Aces” list: Top 100 Retirement Plan Advisors Under 40. This is McKillip’s fourth consecutive year of recognition, in addition to three years of team recognition as Top Defined Contribution Advisors.
“I am incredibly humbled to accept this recognition on behalf of our amazing Corporate Retirement Plan team,” reflected Casey McKillip, Senior Retirement Plan Consultant. “All members of the team contribute to our successes, and I would not be in the industry position I am in without the support of our people and the clients who make my job worthwhile every day.”
Established in 2014, NAPA’s “Aces” list is widely regarded as the future leaders of the retirement plan advisor industry. McKillip and other honorees were selected from a pool of nearly 600 nominations. Following nominations, a panel of judges, including senior advisor industry experts, vetted the applications and selected 2024’s Aces.
Prior to joining Aldrich Wealth, McKillip was a retirement plan consultant and portfolio manager for a Northwest-based investment advisory firm and spent some time with a national wealth management firm. He earned his Bachelor of Science in Finance and Entrepreneurship from the University of Oregon and received his Master’s of Business Administration from George Fox University. McKillip holds an Investment Advisor Representative, Series 65 license, and has completed the Certified Health Savings Advisor course, the Certified Plan Fiduciary Advisor (CPFA™) designation, and the Accredited Investment Fiduciary® accreditation.
To learn more about how our Corporate Retirement Plan team can help, click here.
Disclaimer: Third-party rankings, recognitions, or ratings do not ensure any level of success or results. Unless otherwise noted, no fee was paid for consideration of any ranking or award.
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 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.