Finseca Congratulates Newly Named Top Financial Security Professionals

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Washington, D.C. (October 19, 2021) – Finseca issued the following statement after Forbes, in partnership with Shook Research, released their list, “America’s Top Financial Security Professionals.”

“Congratulations to every advisor who made this inaugural list,” said Marc Cadin, CEO of Finseca. “At its core, what financial security professionals do is so much more than simply providing financial advice or planning. Rather, what these professionals provide is more holistic, more intimate, and unquestionably better for a client’s best interests. Finseca strongly supported this project and helped build the advisory board with RJ Shook because we believe this list will help illuminate the work financial security professionals do each and every day to promote financial security for all.”

Of the 250 professionals on the list, dozens of active Finseca members were named, including several past chairs, Board members, and committee members. Specifically, we want to extend our sincere congratulations to current Finseca Board members Jeri Turley of Winged Keel Group and Finseca’s current Chair, Jim Hebets of The Hebets Company, Don Lippencott of Lippencott Financial Group, and Eric Naison-Phillips of Winged Keel Group for being named among the top financial security professionals.

Media Contact

Maggie Seidel – (c) 202-718-7774 | mseidel@finseca.org