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Our team has been in the retirement plan advisory industry since 1998. Check out some of our most recent awards and industry recognition below.
Brea Dantin has been recognized as NAPA's Top Women Advisors in 2020
Our team has been recognized as NAPA's Top Defined Contribution Plan Advisor Teams in 2019
The CEFEX certification ensures that the advisor has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes. ProCourse has been a CEFEX Certified firm since 2013.
ProCourse team has been recognized as one of planadviser's Top 100 Retirement Plan Advisers in 2020
Matt Fleck recognized as one of NAPA's Top Retirement Plan Advisors Under 40.
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