KEEPING UP

NAPFA Members to Watch

Five NAPFA members appear on Financial Advisor’s list of “Young Advisors To Watch In 2023.”

Chelsea Ransom-Cooper works mainly with women or people of color at Zenith Wealth Partners. In the article, Ransom-Cooper says, “They’re also first-generation wealth builders, so they need that education, but they also want to work with people who look like them and empathize with them.”
Steven Drost of Drost Financial says that after the Covid-19 pandemic hit, “My priority in life became not to make the most money, but to make money while living the lifestyle I wanted [and] making as much quality family time as possible.”
Colton Etherton of Out of the Office Planning “now bills himself as ‘The Tattoo Artist Advisor,’ and finds most of his clients on Instagram, where he does the bulk of his marketing, as well as tattoo conventions, webinars and financial education workshops.“
Michael P. Hartman of Hyperion Financial founded his own firm, he says, because “When you’re part of a large organization, there’s generally some limitations on what you can do, whom you can serve, what you can charge. … I just wanted to break free from all of that and create something that allowed me to avoid some of those limiting factors.”
Zach Ashburn of Reach Strategic Wealth says, “My wife and I became foster parents about six months before I launched Reach. We went from no kids to three kids. If I were also having to clock in nine-to-five somewhere, I could never have managed it.”

New Members for NAPFA Board of Directors

On Sept. 1, three members—Ann Garcia, Michael Gibney, and JJ Williams—will join the NAPFA Board of Directors for three-year terms. We look forward to their contributions to guiding NAPFA’s continued growth and success.

NAPFA Call for Volunteers

NAPFA is seeking fresh ideas and expertise to ensure that the association continues to be an engaged community of Fee-Only, fiduciary financial planners who have access to quality education, meaningful connections, and business development resources.

Make an impact by volunteering with NAPFA. Submit your application through July 7, 2023.

NAPFA Fall 2023 Conference Oct. 18–21 in Louisville, KY

The NAPFA Fall Conference will be held Oct. 18–21 at the Omni Louisville Hotel. Registration will open in early July. Save the dates!

Thank You, NAPFA Spring 2023 Conference Organizers!

NAPFA thanks the organizers of the NAPFA Spring Conference (pictured below, L-R): Edzai Chimedza, Jeff Daniher, John Wenzel, committee chair Dave O’Brien, Danielle Seurkamp, and Eileen Stevens.

15 Individuals Complete NAPFA DEI Training

Congratulations to the 15 individuals who completed the spring session of the NAPFA Training and Certification Program: Kristy Archuleta, Anne Marie Ashworth, Rachel Ballengee, Sunit Bhalla, Kelsey Brennan, Nycole Freer, Wendy Hartman, Hayley Haslett, Cheryl Holland, Emily Jaffe, Jeff Jones, Natalie Pine, Roain Saunders, Jason Schmitt, and Jonathan Wong.

Contact NAPFA’s Senior Director of Member Services & Experience Nikki Palluzzi at palluzzin@napfa.org to learn more about the program.

Become a NAPFA Corporate Member

Your multi-advisor firm can enjoy the benefits of corporate membership in NAPFA. It’s a great way to involve your entire team in NAPFA.

Members from the applying firm must meet the requirements of their specific membership category. The firm must also maintain a ratio of one NAPFA-Registered Financial Advisor out of every five employees included in the membership. Contact membership@napfa.org to learn more.

What did you miss at NAPFA’s 2023 Large Firm Forum?

Learn about key points from the 2023 NAPFA Large Firm Forum’s presentations in a summary written by consultant Bob Veres and published in his Inside Information newsletter. Veres says the key points were: “Give positive feedback in small ways, but often. Expand your prospect profile, and engage in client experience marketing. Break from the pack and create the firm of the future.”

Recognizing Pride Month

The NAPFA DEI Initiative is sharing articles and resources each month with the NAPFA community to help spread awareness and understanding.

June is Pride Month. Access resources, training and awareness products, and more.

Additional resources curated by the DEI Initiative may be found online.