NASHVILLE, TN — The National Association of Plan Advisors welcomed Jeffery Acheson, CPFA, as its 2018-2019 President at the opening session of the 2018 NAPA 401(k) SUMMIT.
Acheson has nearly 40 years of experience with advising and educating clients, providing industry leadership and building trusted relationships. He founded Powell, Ohio-based Advanced Strategies Group, LLC in April 2017, where he delivers a fiduciary-based business model focusing on high-income individuals, high-net-worth families, successful companies, mid-size retirement plan sponsors and charitable organizations. Previously Acheson headed up the advisory services team at Corporate and Endowment Solutions, Inc., where he focused on helping employers design and implement incentive-based deferred compensation and executive benefit plans as well as advising individuals on ways to accumulate wealth through tax-favored planning strategies. Prior to that role, he spent 14 years as a co-managing partner of a CPA firm’s affiliated wealth management arm.
Acheson acknowledged the contributions and accomplishments of Paul D’Aiutolo, NAPA’s 2017-2018 President, saluting him with a “job well done” as he presented the President’s Award, thanking him for guiding the organization through its sixth year of unprecedented growth and success. D’Aiutolo now replaces his predecessor, 2016-2017 President Sam Brandwein, as an ex officio member on the organization’s Leadership Council.
Other changes on the NAPA Leadership Council (LC) for 2018-2019 include:
- Previous Vice President, Jania Stout, Co-Founder, Fiduciary Plan Advisors at HighTower in Baltimore, MD, becomes this year’s President-Elect.
- Pat Wenzel, Managing Director–Wealth Management, Merrill Lynch, Houston, TX, replaces Stout as Vice President.
- Corby Dall, Barbara Delaney and Charlie Snyder join the NAPA Leadership Council as at-large members, replacing Wenzel, Jamie Greenleaf and Michael Perry.
- Jon Anderson joins the LC as a Firm Partner representative, replacing Ken Pardue.
About National Association of Plan Advisors (NAPA)
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. More information about NAPA is available at www.napa-net.org.
Media Contact: Nevin E. Adams, JD, Chief Content Officer, American Retirement Association, (703) 516-9300 Ext. 114, [email protected]