LAKE OSWEGO, ORE., NOVEMBER 29, 2022— Aldrich Wealth is pleased to share that the National Association of Plan Advisors (NAPA) included Neil Plein, Lead Retirement Plan Consultant, and Casey McKillip, Senior Retirement Plan Consultant, in its 2023 “Aces” list: Top 100 Retirement Plan Advisors Under 40. This is Plein’s fourth consecutive year and fifth overall being selected for this list, and McKillip has been recognized three times.
Established in 2014, NAPA’s “Aces” list is widely regarded as the future leaders of the retirement plan advisor industry. Plein, McKillip, and other honorees were selected from a pool of nearly 700 nominations. Following nominations, a panel of judges, including senior advisor industry experts, vetted the applications and selected 2023’s Aces.
“It is really an honor to again be named to this list, in my final year of eligibility,” explained Neil Plein, Lead Retirement Plan Consultant. “I can’t thank my fantastic clients enough for all the support over the years—I appreciate you all so much and am so fortunate to be part of your team. I look forward to continuing a deep dedication to excellence, a constant desire for greater creativity, and a steadfast commitment to challenging the status quo so that we’re always pushing to stay out on that leading edge.”
Plein is a Certified Plan Fiduciary Advisor (CPFA™) and Accredited Investment Fiduciary (AIF®) who has been quoted on investment and retirement plan matters in Bloomberg Businessweek, Barron’s, Investor’s Business Daily, PLANSPONSOR Magazine, CNBC, and other industry publications. He is also a featured speaker on fiduciary governance strategies and best practices for protecting plan fiduciaries at Aldrich Wealth’s annual client training events. Plein achieved his bachelor’s degree at Portland State University and received an advanced diploma from the University of Oxford.
“I am so grateful to be named an Ace for the third time,” shared Casey McKillip, Senior Retirement Plan Consultant. “Thank you to my incredible team and wonderful clients for supporting me over the years. I thrive on providing solutions to complex problems and appreciate the opportunity to make an impact. I look forward to building on our firm’s success and continuing to be a leader in the industry.”
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 and the Certified Plan Fiduciary Advisor (CPFA™) designation.
“Anyone who knows Neil and Casey is not surprised by their consistent record of recognition,” effused Heather Wonderly, Partner + President of Corporate Retirement Plans. “They bring a true passion to their work and are dedicated to a relentless pursuit of excellence that can be felt by their clients and colleagues alike.”
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.