LAKE OSWEGO, OR., OCTOBER 27, 2021—Aldrich Wealth LP is pleased to announce that Heather Wonderly, Partner and Director of Corporate Retirement Plans, has been named by the National Association of Plan Advisors (NAPA) as one of the Top Women Advisors for 2021. Her talent and expertise earned her the level of “Captain,” one of only 50 to be recognized at this highest designation in the nation.
Heather’s contributions to the retirement industry as well as her influence and leadership with Aldrich Wealth make this acknowledgment so well deserved. “It is an honor and a privilege to receive this recognition among other outstanding peers in this industry, and I want to congratulate all of the women recognized by NAPA for their work. I appreciate the ongoing efforts of NAPA to spotlight the advisors who are truly dedicated to their craft and the industry as a whole,” says Wonderly.
This award recognizes women retirement advisors who demonstrate outstanding contributions to the industry and our communities. NAPA is an affiliate of the American Retirement Association and the only advocacy group that exclusively focuses on issues that matter to retirement plan advisors.
You can view the full listing of recipients here.
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.
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. More information about NAPA is available at www.napa-net.org