Read More

Seven OneDigital Advisers Win the 2022 Napa Top Retirement Plan Advisors Under 40 Award

Top OneDigital Advisors Recognized for Their Commitment to Excellence in Retirement Planning.

Overland Park, KS – November 30, 2021 - OneDigital Investment Advisors “OneDigital,” a nation’s leading insurance brokerage, financial services and HR consulting firm, announced today that seven of their advisers, have been named to the NAPA Top Retirement Plan Advisors Under 40.

NAPA’s annual Top Retirement Plan Advisors under 40, “Aces”, of the year is an awards program created in 2014 to recognize future leaders in the retirement plan industry. Out of a pool of nearly 700 advisor nominations that have been vetted by a panel of senior advisor industry experts, the seven OneDigital advisers are listed below.

Brady Dall, Retirement Plan Advisor, OneDigital Retirement + Wealth

Mark Beaton, Vice President, OneDigital Retirement + Wealth

Brett Dankowski, Retirement Plan Consultant, OneDigital Retirement + Wealth

Joe DeBello, Retirement Plan Consultant, OneDigital Retirement + Wealth

David Morehead, Retirement Plan Advisor, OneDigital Retirement + Wealth

Travis Power, Senior Consultant, OneDigital Retirement + Wealth

Allie Rivera, Senior Consultant, OneDigital Retirement + Wealth

We are so proud that this group of talented advisors has been highlighted. They are excellent examples of OneDigital’s emphasis on growth and human potential.
 
Vince Morris, President, OneDigital Retirement + Wealth

At OneDigital, we continue to build and cultivate a community of forward-thinking, like-minded individuals focused on achieving the best retirement results for our clients. The advisers recognized in the NAPA Top Retirement Plan Advisors Under 40 Award are pushing the industry forward and forging a new path.

About OneDigital

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, business of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 2,800 advisors to deliver the most modern and intuitive customer experience anywhere in the industry.

OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit onedigital.com.

About the National Association of Plan Advisors

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. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

Share

Top