Skip to main content

You are here

NTSA 2019 Elite Advisors Honored

TAMPA, FL – The National Tax-Deferred Savings Association is proud to announce the winners of its 2019 Elite Advisor Award.

Selected by a panel of judges from 12 finalists, the 2019 NTSA Elite Advisor Award winners are:

  • Gary Immink, Williams & Co. Financial Solutions, Grandville, MI;
    Broker-Dealer, PlanMember Securities
  • Walter “Wat” Keys, CFP®, CRPS, CAPTRUST, Raleigh, NC;
    Broker-Dealer, CAPFINANCIAL SECURITIES, LLC
  • Randal Lupi, RPS, AXA Advisors, Novelty, OH;
    Broker-Dealer, AXA Advisors
  • Robert Young, One2One Wealth Strategies, Glendale, AZ;
    Broker-Dealer, PlanMember Securities

“NTSA honors the ‘best of the best’ with its Elite Advisor Award,” stated Brent P. Neese, NTSA Executive Director. “These Elite Advisors excel in advocacy, practice management, leadership and legacy.”  The NTSA 2019 NTSA Elite Advisor Awards were presented during the Awards Luncheon at the NTSA 30th Anniversary Summit at the Westin Tampa Waterside, Tampa, FL.

Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who have advanced best practice standards in the 403(b) and/or 457(b) retirement industry, and in so doing, have improved the ability of American workers to build a successful retirement.  Now in its 30th year, NTSA has acknowledged 30 Elite Advisors. A complete list is available on NTSA-net.org.

“NTSA has been driven by distinguished professionals,” said 2019 NTSA President Kristine Coffey. “NTSA is very proud of its members, and its power lies in its members,” she added.

More information about the Elite Advisor Award is available at https://www.ntsa-net.org/industry-intel/elite-advisor-award.

About the National Tax-Deferred Savings Association (NTSA)

Formed in 1989, the National Tax-Deferred Savings Association (NTSA) represents nearly 6000 practitioners, agencies, and corporate members. For nearly three decades, NTSA has been nationally recognized for its thought leadership and policy expertise with regard to public-sector retirement plans. NTSA represents its membership in Washington, D.C. and state capitals across the country to address issues and design retirement plans that improve employee outcomes. NTSA also provides high-quality education, professional development, and information resources for those involved in the 403(b) and 457(b) marketplace.

Media Contact:  Nevin E. Adams, JD, Chief Content Officer, American Retirement Association, 703.516.9300 Ext 114, NAdams@usaretirement.org