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HORAN and Altium Wealth Team Members Earn Awards

M Financial | 21 November 2017 | M Community
Excellence, Leadership, Life Insurance, Ultra-High Net Worth, Wealth Management
Team members from two Member Firms were recently acknowledged with awards.

HORAN (Cincinnati, Ohio) was acknowledged in September for two community distinctions. The American College of Financial Services awarded Anna Pfaehler, CFP®, Director of Financial Planning at HORAN, and nine others with 2017 Millennial Advisor Award. This award highlights leaders in the industry, under the age of 35, who have consistently demonstrated a high level of commitment, dedication, and integrity.

Terence L. Horan, CLU®, ChFC®, President & CEO of HORAN said, "The impact [Anna] has made on her clients, their families, and our firm in her career thus far indicates she will be a positive force in the financial services industry and at HORAN for years to come."

Read the article.

Jodi Fritsch, also of HORAN, was named as one of the 2017 Rising Stars, joining 55 other outstanding performers in the Cincinnati area. The YWCA Academy of Career Women of Achievement created the Rising Star Award and Network as a way to mentor and support women age 25–40 in pursuit of excellence in their careers.

Jodi has been the Director of Marketing at HORAN since 2016 and is an ideal example of an employee who displays leadership qualities and community involvement.

Read about the award.

Altium Wealth Management's director of wealth planning, Adam Nalewajek, was presented with the "Ahead of the Curve" award on November 7 by the Westchester and Fairfield County Business Journals (New York). The 2017 CPA and Top Financial Advisor awards are organized under four categories: Most Trusted, Most Generous, Ahead of the Curve, and Under 40.

Adam entered the wealth management industry in 2008 and joined Altium Wealth (Purchase, NY) in January of 2017.

Read more about this prestigious award.

Join us in congratulating Anna, Jodi, and Adam on their achievements!



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