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Financial Planning > Behavioral Finance

NAIFA-Atlanta names top financial advisors under 40

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NAIFA’s Atlanta chapter recently announced the recipients of its first Top Advisors Under 40 award.

The award recognizes excellence and achievement in the insurance and financial services field using factors like business production, years in business and community involvement for professionals who are under 40 years old.

Candidates from throughout the Atlanta area were nominated by peers or business associates, and a panel of NAIFA-Atlanta board members chose the award recipients. The winners will be honored with a luncheon.

NAIFA-Atlanta’s 2011 Top Advisors Under 40 are:

Victor Borowsky of Northwestern Mutual – Goodwin, Wright

Stefan Brecher of Northwestern Mutual – Goodwin, Wright

Todd Burkhalter of Catalyst Wealth Management

Seth M. Cohn of Capstone Financial Partners

Jonathan M. Constant, CRPC, of New England Financial

J. Dax Cooke, CFP, CEP, of Keystone Wealth Management

Jack Cunningham of Northwestern Mutual

Rad Downey of The Holmes/Shaw Agency

Elie E. Engler of Ashford Advisors Inc.

Valerie S. Fricks, CFP, of Capstone Financial Partners

Timothy P. Gelinas, CSA, of Senior Financial Planning LLC

Jay Grubb of Key Financial Partners

Chad Harlan, CLU, of Northwestern Mutual – Goodwin, Wright

Joshua C. Harper of Capstone Financial Partners

Devon L. Haywood, CFP, CLU, of Capstone Financial Partners

Jason D. Huggins of Ashford Advisors Inc.

Brandon O. Jordan,CFP, CLTC, of Piedmont Financial Group/Arch Advisory Group

Ravi B. Kahan of Creative Financial Partners

Lance Layson of Financial Partners of Gwinnett LLC

Richard E. Lenhardt Jr., CLTC, CFBS, LUTCF, of Financial Partners of Gwinnett

Daniel K. Loventhal, CLU, CFP, CLTC, of Northwestern Mutual – Goodwin, Wright

C. Peter MacKenzie Jr. of National Financial Services Group

Timothy H. Martin, LUTCF, of New York Life Insurance Company

Kurt W. Mattson, CFP, of Northwestern Mutual Wealth Management Company

Seixas G. “Chad” Milner, III of The Milner Group;

Meredith C. Moore, LUTCF, CLTC, of New York Life

Travis Moore of Ashford Advisors Inc

Jeffrey Norris of MassMutual/Piedmont Financial Group

Travis Payne of Capstone Financial Partners

W. Tyler Smith of Northwestern Mutual – Goodwin, Wright

Wendy Thompson, CLU, ChFC, CFP, of Northwestern Mutual – The Callaway Black Group

Bo Tran of New England Financial

Scott Varon, CFP, of Capstone Financial Partners

Brett A. Virgin, CFP, of Peachtree Benefit Group Inc.

Long Vu of New England Financial

Matthew E. Walker, CLTC, of Northwestern Mutual – The Callaway Black Group

Bob Wang of AXA Advisors LLC

Rich Wiley of Northwestern Mutual – Goodwin, Wright

A. Knox Wyatt III of Wyatt Financial Group

J. Blake Young III, CLTC, of Northwestern Mutual – Goodwin, Wright.


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