Awards & Recognition

Our team has been in the retirement plan advisory industry since 1998. Check out some of our most recent awards and industry recognition below. 

Top 100 Plan Advisor
Top 100 Plan Advisor

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2018 Top DC
Advisor
Top 100 Plan Adviser

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Top 100 Plan Adviser

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2019 Top DC Advisor

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CEFEX Certified

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Top 100 Plan Advisor

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Top DC Advisor

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Top Woman Advisor

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NAPA Young Guns

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ProCourse Fiduciary Advisors

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Carmel, Indiana 46032

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866.824.8040

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