Casey McKillip Recognized in NAPA’s Top 100 Advisors Under 40
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.
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.
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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.