LAKE OSWEGO, ORE., NOVEMBER 10, 2020 – Aldrich Wealth LP is pleased to announce Partner and Corporate Retirement Plans Director, Heather Wonderly, has been included in the National Association of Plan Advisors’ (NAPA) 2020 list of Top Women Advisors. Wonderly was specifically included in the Captains 2020 list, which included principals, owners or team captains of their organizations.
NAPA created the Top Women Advisors accolade in 2015 to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession.
Per NAPA, more than 550 individuals were nominated and asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice, as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans, and in what way(s) they “give back.” Following their nomination, a panel of judges spent several weeks reviewing responses before selecting individuals for inclusion.
“We are honored to have Heather as a key member of the Aldrich Wealth team,” said Partner and President of Aldrich Wealth, Scott Barchus. “She’s played an important role in the evolution of our firm, and it is wonderful for her to receive this well-earned recognition from NAPA.”
Earlier this year, Aldrich Wealth’s firm team members Neil Plein and Casey McKillip were named in NAPA’s 2020 Top Retirement Plan Advisors Under 40 list. Heather and Neil also previously received the same distinction in 2017. The firm’s advising team was also included in the National Association of Plan Advisors’ Top Defined Contribution (DC) 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.