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Valerie Leonard Honored in Forbes' Top 1,000 Next Generation Wealth Advisors List

Grinkmeyer Leonard Financial is thrilled to announce that its Co-founder, Valerie Leonard, AIF®, CPFA, has been named to the Forbes' Top 1,000 Next Generation Wealth Advisors list for 2018. The list was published on Forbes.com.

Valerie's mission is to help people be the best they can be by making the most of their financial resources and time. Her commitment as a leader in the financial industry and retirement community has spanned nearly fifteen years and has earned her numerous recognitions throughout the United States. She specializes in 401(k) consulting for companies and in managing investment portfolios for and offering financial advice to high net worth indivdiuals.

Valerie issued a statement saying, "I'm blessed to have a platform to affect enduring change in the lives of so many people and I'm dedicated to being a positive thought-leader and dynamic influence in the financial services industry."

The 2018 ranking of Forbes' Top 1,000 Next Generation Wealth Advisors recognizes advisors born in 1980 or later with a minimum of four years experience. To read the full release and to learn more about this award, please click here.

This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

Jamie Kertis of Grinkmeyer Leonard Financial Honored on NAPA's 2017 Top Women Advisors List

Grinkmeyer Leonard Financial is thrilled to announce that its Strategic Retirement Plan Coordinator, Jamie Kertis, QKA, AIF®, CPFA, has been named to the National Association of Plan Advisors (NAPA) Top Women Advisors list for 2017.

As a strategic retirement plan coordinator, Jamie works with company presidents, CFOs, CEOs, and human resources professionals to design, implement, and manage a total benefit strategy including 401(k) plans and group health and welfare plans. She helps companies design retirement plans that not only represent the best interests of their employees but also plans that attract and reward top-level executives. Jamie serves as a liaison between company executives and product providers and assists with the implementation of committees, analyzes and recommends plan investments, and reviews plan operations. 

“I am so grateful to be honored for doing something that I love,” said Jamie. “I am passionate about working with corporate retirement plans to help American workers save for a meaningful retirement.” 

To read the full press release and learn more about this award, please click here.

(1) Not indicative of the investment advisor’s future performance. Your experience may vary. For more information, please visit www.napa-net.org.

(2) Nominations were made by NAPA broker/dealer and RIA partners. Honorees were selected by a panel of judges based on criteria such as a candidate’s percentage revenues derived from retirement plans, total plan assets under management/advisement, years of experience working with workplace retirement plans, regulatory compliance record, and credentials. Votes were used to break ties, if applicable. There were 201 qualified advisors considered for this award; 110 (55 percent of candidates) were named to the list. List makers were then separated into three different categories: All-Stars, Captains, and Rising Stars. The nominated advisor need not be a NAPA member. As defined by NAPA: All-Stars: top producers who have their own practices. Captains: All-Stars who happen to be principals, owners, or team captains of their organizations. Rising Stars: top producers who have less than five years’ experience with retirement plans as a financial advisor.

Grinkmeyer Leonard Financial Named as Top DC Advisor Teams with AUA Over $100 Million

Grinkmeyer Leonard Financial is honored to announce that it has been named as one of the 2017 Top DC Advisor Teams with Assets Under Advisement over $100 million* by the National Association of Plan Advisors (NAPA). The list, released in December, ranks firms based on assets under advisement. Grinkmeyer Leonard Financial is one of only three firms in Alabama to be recognized.

“We are thrilled to be recognized for this honor,” said Valerie Leonard, co-founder of Grinkmeyer Leonard Financial. “We remain focused on helping Americans plan, save, and invest wisely so that they can accomplish their life’s goals and create memories with the ones they love.”

*The 2017 NAPA Top DC Advisor Teams with AUA over $100 million list is a compilation of individual advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. 325 qualified firms were considered of which 250 (77% of candidates) were recognized.

Grinkmeyer Leonard Financial Named as 2017 Top DC Advisor Firm

Grinkmeyer Leonard Financial is honored to be named as of the 2017 Top DC Advisor Firms* by the National Association of Plan Advisors (NAPA), one of only three firms in Alabama to make the list.

Founded in 2014, NAPA's core purpose is to enhance retirement security in America. NAPA is an affiliate organization of the American Retirement Association and is the only advocacy group exclusively focused on issues that matter to retirement plan advisors.

To view the full list, please click here.

*The 2017 NAPA Top DC Advisor Firms list is a compilation of individual advisor firms, or teams, solely ranked by DC (defined contribution) assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. 325 qualified firms were considered of which 250 (77% of candidates) were recognized. This award is not indicative of the future performance of the firm or its advisors. Your experience may vary. For more information, please visit: www.napa-net.org.

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